I agree that the sort of geo you're talking about works, but its mostly a niche concept for a reason. If you're not always in "speed mode" that sort of geometry is either wasted or not comfortable. I've not been on a Noah Fast, so grain of salt, but practically every review says the same thing, "great bike, single focus". The sl8 and their ilk are popular not because they're progressive, but because the are "progressive enough" while still being absolutely wonderful all around bikes to ride daily.
I doubt the market of "serious crit racers and high level triathletes" would support Peter's ambitions.
Agree that the market that has a strong desire for that product today is too niche and its probably too much of a lift to try and grow it for a company like XMCS. It could be like MTB tires for gravel race bikes, where it started with a 27.5 niche for ultra endurance gravel racers and is turning into a requirement for new frames, but at the 29er size. Where is is right now is probably not where it will be if it takes off. That uncertainty is an opportunity but also a risk.
Disagree on why it's a niche concept. It's easiest to think of the modern iteration as moving the BB back rather than changing multiple numbers, but the problem is that most people believe in the church of stack and reach; we are literally changing the location of the reference point for the geometry, so most people think it's this huge change they can't adjust to. The perception of it being a huge change + being "new" is just where we are with the concept.
Isn't having too much weight in the front a problem for many people? Which can cause pain in the hands, wrists, shoulders etc. Maybe I need to understand this fit more.
In my experience, no, not really if you can move your arms under your body. That does stress your core more, though.
That said, nearly everyone I know who regularly rides a bike fit like this is above 3.5w/kg in terms of FTP (just as a fitness benchmark), with a lot of us over 4 or 4.5 even in our detrained winter state. Those higher sustained outputs mean that when riding, we naturally have much less weight through our hands. The counter to that is that even those fit folks do a lot of social riding and lower-intensity riding, and don't seem to complain about it.