Having looked at the videos - it looks like its native sprite stuff, atlasing + 2D Physics (yay!) and some animation stuff. About time I say, but I really hope they allow manual atlasing instead of relying on the automatic stuff - we've all seen what happens when you throw a large volume of data at Unity...
Basically the core 2D Toolkit features, but we have a lot more to offer than just that - we'll simply move over to support their system if it makes sense to do so, but they're making it so transform.scale doesn't break batching anymore, which makes things much simpler for normal 2D Toolkit users too.
Our roadmap changes slightly - the priority now is to allow for an easy transition to the native Unity stuff, but at the same time, we'll prioritise things which the Unity stuff doesn't do. Expect more details in the public roadmap soon.