I guess it makes sense from business point of view, although it is a pity that Pony is losing what is probably the only commercial user (that I am aware of).
I remember becoming curious about Pony because of how much they talked it up, though I never got around to trying it. Feels weird to see the pivot, though I've felt for a while Rust or Rust-inspired languages will become a larger and larger part of the future of software so I guess I shouldn't be surprised.