If Nvidia can beat the performance of Tahiti on a 365mm die I'll be impressed with that too.
I suspect nVidia will impress more with pricing than with die size. Their Tahiti sized part will probably fall short of Tahiti performance due to lower transistor density and lower bandwidth.
It will be a very interesting comparison though now that GCN has stepped up big time on the compute side of things and improved geometry processing considerably too. It'll be much easier now to ascertain whether there's a lot of unnecessary bloat in nVidia's scheduler and distributed geometry designs.