The drivers in the Airpods are fine. The Airpods isolation is terrible, but that's by design.
The isolation alone will almost certainly make these sound signficantly better for music.
They won't be as good as Airpods for fitness or phone calls and conferences.
It remains to be seen if the latency is good enough for video. These have the hardware to do low latency. Airpods are class-leading for wireless latency and even then they are only barely acceptable for video.
I'd like to bite, but I'll hold off for a while. Too many "high end" wireless earbuds have had problems with connection drops.
At $130, these have the potential to be awesome.