I would claim the business benefit of F# would come from a more succint, legible and correct codebase that saves developer time, but I have no basis for that argument except intuition I get having developed both in C# and F#. Also I know much better engineers than me to whom this would be a nill-argument ("You can write everything really fast, just don't make mistakes").
"It isn't as if a mixed C#/F# codebase brings the same value as doing Python/C++."
I think it depends on industry and domain what the value add specifically is? To me it would totally make sense to have small, succinct business logic module in F# that talks natively to a verbose chunk of C# wpf for instance.
"Also to note ... CPython is now taking performance more seriously."
Personally I would not hold Python isomorphic to F# on any architectural level, the former not having the typesystem of F#. IMO the whole point of F# is the wonderful typesystem, immutability first, combined with full .NET ecosystem.
On the other hand I would not try to use F# for the stuff I use Python for - so trying to take Python head on does not sound like a super good strategy.
I guess F# will languish in the "few percenter limbo" in the best case. But it IS a really nice language :)