If they pitch it at $100US a month it could entice me & other archicad users away from Enscape, I realize that is double the price but per month an extra hr of work to have the extra features is an easy sell. Looking at their current pricing I would suggest they will be more like $200US/mth which is more than achievable for big firms & big jobs but not something I am going to be jumping at to showcase my everyday residential designs. Initial impression of this system is that it will be one of the best out there for full function (animation/materials/objects etc) real time rendering but it will no doubt come at a significant cost.
As you will be well aware (and maybe seen the beta versions) Twinmotion is releasing an Unreal based realtime renderer for Revit & Archicad.