I don’t understand why most of my points are being ignored—especially the fact that Shopify still uses (and invests in on a daily basis) React internally and will likely continue to do so for years. It seems that any detailed information about React usage within Shopify is under NDA.
The “unified components” slogan appears to be more of a marketing phrase than a practical benefit for partners. For example, there are approximately 10,000 apps in the Shopify App Store, but according to SASI, only 264 fall under the Checkout category. That’s just 2.64% of all apps. This means that 97.36% of apps will not benefit from unified components. Despite this, you’re deprecating the @shopify/polaris
package, which is potentially useful for every app in the store.
Skepticism will subside only when you demonstrate, through real examples, how these components can be used effectively. Shopify itself has several public apps—I suggest starting with migrating Shopify Email or at least the Online Store Sales Channel to web components. Based on the complexity, your team might not finish such a migration until 2030. Don’t forget to migrate the @dnd-kit package 
The CDN-based approach for the component library is a poor technical decision. Anyone using the CDN tag will experience degraded performance in core web vitals, yet you seem to overlook this problem.
You assume that all edge cases—names, props, etc.—can be accounted for and that backward compatibility won’t be an issue. Alex maintained Polaris for years and likely knows it inside out, yet poor decisions were still made. For instance, I’ve attached a screenshot showing that a new prop was introduced in v11.23.0 and deprecated just a few days later in v11.25.0. While this isn’t a major issue with version-controlled packages, in a CDN-based setup, such changes are a ticking time bomb. The bundle size of the CDN version will continue to grow because it needs to maintain backward compatibility for months.
When I use the CDN, I lose control over the component library. Imagine I’m working on a new feature: I open a PR, the E2E tests pass successfully, and I deploy a new release of the app. During that deployment, you release a new version of the component library that introduces a bug—like a button not rendering at all. I can no longer guarantee to users that the release is stable and tested. What am I supposed to do in that case? I can’t simply downgrade the package version. I have to wait for a fix from your side, and in the meantime, users will, of course, blame the partners.
Even if you believe technology A is better than technology B, it’s still better to provide options for developers to choose between A and B, rather than aggressively forcing them to use technology B with no alternatives.