It's called Catalyst, not Marzipan, which is pushed back on a little. Podcasts is cited as fulfilling this (is it replacing a Mac app? Stephen gets away with this a bit) and they say that Messages might now be a Catalyst app, but in fact it isn't.
The permissive grading may be due to the other hosts not wanting to get too picky when it comes to grading later picks.
The watch version of Home did get redesigned, so this pick is deemed technically correct. Myke made the same pick in the Upgrade Draft, but didn't get credit there as it was in the iOS and iPadOS section.
"(how do we decide major? — on stage at WWDC or we decide past that)"
Ungraded: "some features that Federico would like to see", the actual features that Federico talked about were not recorded in the document, but were: a new, more flexible design, easier and faster to add dates and notes, tags, saved searches, better Files integration