i don't have a touring setup, so take this for whatever you think it's worth, but...
they're supposedly stronger than dukes. they're confirmed to be lighter than dukes, with a lower stand height. you don't have to step out of them to switch from tour to ski mode. this binding is not a competitor to something like a dynafit setup that's meant to be super light and aimed at longer tours. it's a direct competitor to the duke, and based on stats and everything i've read, it crushes it. sure, they might cannibalize a dynafit/fritschi/naxo sales, but they're gonna take a giant bite out of the duke's sidecountry/slackcountry market for people who still want a really solid downhill binding and are willing to sacrifice a little bit of weight to get that.