The only real thing going for them is Studio, since its a complete rewrite of GameMaker. That product is aim at professional developers and will not be affordable to the standard consumer.
What interests me more is that they are rewriting all the builds next year, which includes standard, plus more features. That's when it will be much more ahead of Scirras' attempt at this market.
Just hope Scirra hires more help in the future.... too much work for such a small operation to program features quickly and still keep up with the community demands...