Read most but not the entire thread, and see both positives for some and negatives for others depending on purpose.
Very cool it can mount up in place of an Ultra, and nice to see a non-China new motors, but that really only matters (to anyone other than Biktrix) if the motor/controller/etc. are made available separately - and has real parts availability. If so - good potential to sell for new DIY builds, replacements, and upgrades. If not, well - I really like Biktrix as a company, good/real support response from my experience and what I've seen, but their pricing vs value seems to be becoming a non-starter for me at least. Quando hubs, Tektro brakes and no-name forks for Monte Capro for $6k claimed retail? Sorry but no, Luna Z1 for $4k all day long. Sure, you can 'upgrade' but I'd expect solid components for $6k, and if this is indicative of where Biktrix is going, they'll put themselves into a pretty nice high $/low sense market IMO. The XD seems to be the same Juggernaut Ultra frame that's been out for years, which is certainly good for profit margins, but the Montes are even more a 'pure China bike' than most 'pre-upgrades' so will have to see where prices wind up.
No PAS is a non-starter for a majority of eMTB use (e.g. those expecting and wanting both a workout and do technical riding), except for the 'dirt bike replacement' crowd - which as someone with a fair amount of MC off-roading myself, I can appreciate but it's a smaller market, and one that doesn't belong on a majority of MTB/bike trails. Not a fan of even making that statement, as people
should be capable enough of not doing stupid, but well, history and plenty of youtube/other videos prove this one's not the case far too often.
Could be solid for hunters, camping, even RV-ers, cargo, city delivery services, and even 'bike taxis,' as well as a Sur-ron/e-motorcycle replacement or on-road transportation.
Those looking for BBHSD type builds nowadays (vs Ultra, M600, ..) are also a candidate, as they generally fit into the cadence or throttle preference.
Likely will have good benefits to drivetrain reliability - how often people are replacing chains/cassettes/etc. depends a fair amount on how they ride it, but still, there's value in 'don't worry about it' level of reliability (if achieved) versus 'start checking your chain religiously after a few hundred miles' etc.
Also interested to see if it's ever offered as a DIY package or not - there are one-off Shimano -> Bafang conversion brackets out there, and a few others. Seems like the initial motor may be wider than the Ultra, but it could evolve into selling motor, controller, and adapter/motor mounts across different platforms, although many would be waiting and expecting torque-sensing PAS...
Following for interest to see where it goes over time.