"Customers will be able to point VMs at either vSAN or real SAN storage, so it is not an either-or proposition."
maybe point VMs at both vSAN or real SAN ?
also you may be confusing VMware HA with VMware FT in your not about application restarting and limited to single cpu. So not sure which subsystem will be monitoring the apps, I thought VMware HA already had some level of app monitoring ability(though have never used it). Looks like existing application monitoring may be limited to the vmware tools application itself.