A number of us like the racing scene, and the freeride scene, and the flatwater scene. I don't see a chassis hull as a game changer in any one discipline. However, being able to change hulls could be the game changer they claim. A person could have a SXR based hull during the flat summer, and swap the chassis into a freeride based hull during the surfs up winter.
It wouldn't be as big of a deal to spend $6000 on a chassis based hull if you could buy different decks for the price of a $1000 kayak. Much less of a problem as compared to buying a $6000 freak and a $6000 bullet and getting all itchy modifying a blaster, then having issues with different configurations. A more versatile hull could be popular among some people. It'd be cool to drop coin into one nice driveline, and one nice chassis, then have a small investment into SJ, SXR, X2, B1 based decks.
I don't think it would put the other manufactures out of business without putting out a superior product at a lower cost, but I do think it could help bring together people from different niches if done correctly.
I wont believe that it'll work out that way until I see it, but I like to be optimistic in my assumptions sometimes.