Very well stated. Adding a few other things...
Lack of comment on product or portfolio placement with this new ES is actually not a good thing. Of course, Lexus doesn't want to blatantly say they're pulling the plug on the GS - even if just temporarily - but until they issue some type of statement that the ES is becoming Lexus' de facto midsize sedan, people are going to assume it's replacing the GS and then the first drives will probably be a free-for-all talking about torque steer and everything else. Lexus needs to clarify this car's position so that the media will evaluate it for what it is instead of railing it against what it isn't.
Second, the omission of AWD is glaring. This is significantly worse than the lack of CarPlay on the LS when it debuted on the Avalon 2 months later. This ES is replacing the GS in most of the world, and many of those markets demand AWD. I hear AWD will come later, but for now - at launch - when there is critical mass and all eyes/ears are tuned in - this is a huge blunder for Lexus.
Third, why did Lexus bother to blow smoke about all new hybrid powertrains when every single 2019 ES engine option is just a carryover from the Camry and Avalon? Same exact 2.5L I4 and 3.5L V6 from the Camry and the same exact hybrid powertrain from the Avalon. None of this is new. No 2.0T, no 2.5TT... nothing.
I don't want to understate the fact that I think this ES is a very nice car, because it really is. They did a great job and it's probably going to be a category killer. It will print money for them, without a doubt.
However, Lexus' inability to clearly define this car's place in the lineup, the absence of new globally-minded powertrain options and the omission of AWD paint a picture of another half-baked Lexus product that they're sheepishly hiding behind.