The problem is the same, looking backward or forward. Whatever time was spent, or will be spent, developing Animate could've been spent on C3.
The expectation isn't that 10 years of features get quick action. We've all been told that Scirra's a small team, and that new features and improvements take time, and that's true. But now, any progress will take even more time—in exchange for an animation program.
A chance for significant ROI is good for Scirra, and it's fun to experiment. But for people paying for C3 every month, excited and hoping for more C3, you have to understand why this will be problematic. We're getting less dev time on C3 and funding a gamble many won't use.
But maybe we've got that wrong? If you can show people how this won't affect C3 in any way, as you said, I think it would go a long way.