You can now download the trial version of Delphi XE2 and try it for yourself.
Firemonkey (FMX) is the new business-focused 2d and 3d cross platform framework, for Windows, mac and iOS devices (iPad, iPod Touch, iPhone).
It is indeed based on technology acquired from ksdev and almdev companies based out of Russia, and the developers from those companies now work for Embarcadero, and were part of the team that built Firemonkey, and the new VCL themes support in XE2.
There is a lot to Firemonkey, but XE2 Firemonkey is a "first release" of a brand new platform. Look out for a lot of amazing stuff coming from Embarcadero in the next few releases, as Firemonkey grows and matures. My opinion of working with it is that it is "ahead of its time". It's a great way to build great looking applications.
However, it's not as mature and capable as the VCL, especially on Win32, you will miss a lot of stuff. Reporting systems. Etc. There will be a third party component ecosystem, as time goes on, but for now, there are no big third party component libraries that run in FMX yet. For example, there is no equivalent to the Developer Express or TMS component sets, there are no Rave or FastReports. The first third party on board out of the box, is the Venerable TeeChart, which is now both for VCL and Firemonkey. (I'm very glad to see that. It would have been sad if a "business framework" shipped without the ability to make pie-charts.)