Since the beginning, it's really been the Redcode Raw wavelet compression and the Dynamic Range of the sensors that get me excited.
I mean, 11+ stops on a 2/3" sensor for, say, $5,000 including accessories? Raw motion capture workflow at a realistic price? 4K at 36 MB/s? Talk about disruptive technologies...
Jim Jannard also
stated yesterday that they're confident they can deliver the fixed-lens Scarlet "under $4K for sure".
I see the whole 9K and 28K announcements as a response to the inevitable, quick march of DSLRs toward motion capture. Red's flinging a shot across the bow, saying "yeah, we can go there, too, and get there faster and better than you. We already have the codec and sensors that will scale to just about any application you can think of".
If Red can pull this off (and the Red One is a pretty good indicator they can), they'll end up owning almost every market segment out there right now, plus creating 1 or 2 new ones.