So I did a test configurator and priced closed to similar F150 Lariat, same Tow package and came to $73K. Add TTL in NJ it comes to $79K.
I bought my F150 Lightning for $80K (incl TTL in NJ) and there is no sales tax on EVs in our state. And then I got $7.5K rebate.
Issue is that Ford has to bring the trucks below $80K and it might take max market share from traditional F150. My take is those people who buy Lariat and Platinum maybe might not be towing, but just need a truck for the fact of having a truck.
Note: Many assumptions above so any comments appreciated.