It feels like Cat rotation (or priority) and, to a point, spec is getting hammered out in this thread rather solidly. Bear rotation (or, again, priority) is also coming together. I'm still a little uncertain on bear speccing at present.
Most of the talent choices are obvious (i.e. Thick Hide, Survival Instincts, etc.). I think we have also reached a point where Pulverize is worth using and is a must-have for bears.
Some talents are situational, and are likely dependent upon group comp and the particular encounter: Infected Wounds, Brutal Impact and Perseverance are among these.
Finally, some talents, and this is where I believe we need more math as well as experiences from beta, to really flesh out our options. Specific talents that I feel need some examination are: Fury Swipes, Stampede, and King of the Jungle -> Primal Madness.
For now, I'll assume
best-case scenarios for each of these talents as my brain-napkin can only tackle so much math, but hopefully it's a good baseline for comparison.
Fury Swipes: No rage cost, no rage generated (counts as yellow), 4 x melee dmg as threat (200% dmg from the attack, 200% threat from Bear form). Unhasted, I would expect it to look something like 4.5 PPM, or 9 x melee dmg/min or 18 x melee dmg/min as threat. If I'm not mistaken, this is an increase of about 15%
of white damage, but it will be treated as yellow damage.
Stampede: Requires target changes 8-25 yds away to have sustained benefit. With an unhasted swing speed of 2 sec, 30% haste over 8 sec is worth ~1.7 additional swings. A reasonable amount of haste could bring this to 2 extra swings.
This buff would result in a theoretical avg. rage gain = 16*X + 5*Crit%*X, where X is the number of extra white swings.
Extra avg. threat would be represented by 2*X*Dmg + (25/# of Targets)*Crit%*X
Bear in mind that any of these effects are only seen after charging, so fights with little to no mobility requirement will not see benefits to this talent past the pull. Hard to average out the rage/threat gains without fight specifics. Also, this talent may make running out and charging in immediately prior to a tank switch worth exploring.
KotJ: Using Enrage on CD means a 16.67% uptime of the 15% dmg and threat buff. On CD, this averages to 2.5% more dmg and threat per minute. No extra rage generated. Normal pros and cons to Enrage still apply.
Primal Madness: Requires KotJ, for better or worse. Assuming a 6 min, with Enrage and Berserk used on CD, this talent would grant 96 rage (16 rage/min) and on a single target 480 threat (80 threat/min). Additionally, the extra rage during Berserk would be worth 4/5 the cost of an extra mangle.
My initial impression is that Fury Swipes is the best, most consistent single-target threat talent of these. After that, KotJ appears to be the best threat talent, but only when the temporary mitigation reduction can be healed through or offset some other way. It would, however, be very powerful for a tank-switch fight, if used when you weren't being targeted. Stampede seems underwhelming, unless the situation demands a lot of charging. Primal madness also seems underwhelming; less situational, but not a lot gained there unless rage is really tight.
I'm looking at something like
THIS for 85, with Infected Wounds and Brutal Impact trading places if group comp and fight mechanics allow/require. If anyone has anything to add or fix with my numbers or assessments, please feel free to do so, because I've likely bollocksed something up somewhere.
[EDIT] 1% dmg = 1% threat (not 2%).Percentages are relative values. Math fixed.