I was looking at the 2020 so my bad on the rims, 2021 shows carbon you are right, so that certainly helps.
The coil option does sound cool and the new helm seems really neat so kudos on that.
Compared to Santa Cruz, who it sounds like are increasing prices 10% in the near future, it's not too out to lunch but still not great. The x01 reserve at 11k will be 12k after the price hike. Groupset isn't apples to apples, probably considered lower than XTR, but it has I9 hubs and stem and a King headset.
Honestly any 12k bike is tough to justify for someone who's will to do some DIY. Frame only at 4500 leaves a lot of budget for parts, if they're in stock....