For what it's worth, I've been using Rust for over a year in my product (
http://skylight.io) and it matched my needs pretty closely. Our product is a performance monitoring tool that runs inside of Rails apps, so it's important to us to keep the overhead of our "agent" small and controllable.
Since the agent runs inside of a Ruby program, our only good choices are Ruby itself or a language without a garbage collector (embedding a language with a GC inside a language with GC is asking for trouble -- take a look at the bug tracker for TheRubyRacer for some color). Our initial version of the agent was written in Ruby, but carefully controlling memory usage or performance in Ruby isn't really feasible.
We prototyped a new version of the agent in C++, but I personally didn't feel comfortable shipping a binary that would run in thousands of customers' Rails apps in a language that could segfault if you're not careful. We took Rust very seriously last November, even thought it was still very young, because it gave us a language with direct control over memory with compiler-verified guarantees that our program wouldn't segfault.
TLDR: Rust is a very good choice for writing performance or memory-critical code that will be embedded in a high-level-language.
Also, because it offers compile-time guarantees about safety, I expect it to expand the number of cases where people feel justified in embedding a low-level language for performance-critical problems.