I hope they find their niche. They've always made good stuff, its just there has always been a slightly better alternative. It's hard to want to invest in their ecosystem for that reason. At least with the 4/3 stuff you could mix and match it. The expansion of their L Mount stuff seems to really change their price-point since it will really only be them and Leica.
Looking at formats, no direct recording to HDD and no support for ProRES, BM RAW, RED, etc. In a $4k camera body.