I think it should be offered as a stand alone direct modeler. Frankly, I have about zero interest in the "fusion" side of this product... the change manager. What I do have a great deal of interest in is direct modeling rather than 25 year dated technology that was popularized by PTC (Pro/E) now commonly called history based solid modeling.
In addition, I think Autodesk should make a concerted effort to get a CAM company to create a CAM program that runs inside of Inventor Fusion rather than just Inventor. The reason for this request is simple if you understand the machining job shop business. Many machining job shops spend most of their time working with non-native data. When you have a very close relationship with your customers they often want you to change their solid part model to make it manufacturable / make it cheaper. Direct modeling is the only way to go for this type of application (working with "dumb solids" / non-native data.)
A history based modeler is truly a time wasting nightmare when it comes to working with non-native solids / "dumb solids".
San Diego, CA