The huge radius increase in EMP is not to be underestimated here. Will definitely make lategame TvP more doable. All in all, I'm a fan of the way this panned out.
I'd still rather not be locked in to going carriers as my only lategame option against zerg, but maybe someone will figure out an awesome ground game that I'm not seeing... It's just when Z gets broodlords, you really need tempests and I don't see any drawback to just getting carriers after that.