I'm not in the target market for this, but I wouldn't buy a desktop that doesn't support a spinning hard drive. Unless Apple offers a 6TB SSD standard.
(Less true these days thanks to the app store 30% top-slice, but it's in their DNA ...)
To the extent that there's demand for high-performance workstation-grade Macs, this will relieve the pressure on that market to migrate away from the increasingly aging dead-end of the current Mac Pro.
To the extent that, Moore's Law having ended, there's less incentive to upgrade regularly, having a less-expandable Pro Mac will give Apple more opportunities to entice power users to upgrade (by, for example, rolling a new iMac Pro every 18-24 months with an improved display panel or some other must-have feature: if you buy a pro machine you spend a lot of time staring at that screen, so a better display option is an obvious upgrade draw).
A Pro machine with external monitors can't force an upgrade the same way as an all-in-one machine. If they roll out a lease-purchase arrangement similar to the iPhone Upgrade Program, this could drive sign-ups, pushing power users away from buying a maxed-out tower once every five years or so towards subscribing to the new maxed-out-closed-box-every-year club.
Trashcan MacPro user here. I would have happily purchased a new one with Thunderbolt 3 and an semi-up-to-date Nvidia card (OR external GPU support), if they had actually updated the Pro when Thunderbolt 3 became a thing. Instead they just let it die.
Also phones, I hear, are big for them. And music. And payment processing.
I'm not saying this should be preferred to a traditional tower, just that it isn't fair to say it has no expandability.
But on second thoughts the hardware support this will bring to macOS will enable the construction of some really powerful, up-to-date hackintosh systems at very reasonable price-points.