Rivian’s Claire McDonough has said the newcomer will be priced ~~between $40,000 and~~ $60,000 when it arrives in ~~2026~~ 2028.
The pessimist in me editing the above statement... lol. I do think Rivian has actually done OK in the timing department, but I'm less optimistic about the price.
Still, it's always better to have more options. If there's actually a $40k Rivian that comes to fruition, I'd probably buy it at the drop of a hat.
Yeah, I really think the network is the reason. In the USA, I hope we can incentivize buildout of infrastructure with some legislative changes, because it's taking forever. There should be way more L2 than there currently is; it's so easy to install (I can't speak to elsewhere in the world). The NACS standard shouldn't affect this much. I could change my home cable easily enough if my next car was NACS for L2.
For L3, having NACS as a "standard" with a large baseline of chargers already is going to be a huge help. Hopefully companies get envious of Tesla and start actually competing. One can dream...
As for the connector, I do think it's a little nicer to hold and line up, though frankly the J1772 form factor is... fine. I never cared much either way; I just wanted a standard thing.