With you there Brian.
The bit that makes Maya a threat to C4D isn't MASH itself. The MASH plugin has been available for the last three years and hasn't put a dent in MAXON's Broadcast customer base. But MASH deeply integrated with Maya's excellent simulation suite is a very powerful combination. I've been saying this for a long time, C4D is pretty much a hub application these days (the R17 launch film pretty much confirmed that) relying on the big guns of Arnold, X-Particles, Forrester, Houdini Engine etc. When you do the math Maya is not only competing with C4D for motion graphics customers on a functional perspective but it's actually the wise financial decision too. Especially considering Arnold will by bundled with Maya (most likely in the autumn after Siggraph when Maya 2017 is meant to launch)
Yesterday I suspected that Maya 2017 wasn't ready for launch at NAB (hence it being a further extension release) but on reflection I think it's a purposeful strategy by Autodesk to not only steal Maxons thunder on their home turf (NAB) but to be ready to deliver some heavy punches at Siggraph too when C4D traditionally has room to launch it's offering at least 3 months after the other main players in the DCC field. And let's not forget Houdini is becoming ever more 'artist friendly' and many C4D artists have tasted a few scrumptious morsels of Houdini via Indie and Engine and may be ready to step over full time to Houdini or use Houdini in tandem with Maya instead.
I'm sure it's too late for MAXON to change what they're presenting in August but at the very least they need to present a very compelling roadmap. And judging by the openness of the 'corporate blog', that doesn't seem the most likely of situations.
A lot of studios I work with rely on C4D to earn their crust, so this isn't an occasional passer by attempting to stir the porridge. I seriously believe MAXON have a battle on their hands.