When I heard this news, I immediately thought: game-changer.
Coda is definitely dead with this news, and Tesla's Bluestar plan is probably also threaten (although Tesla can kind of position it as more of luxury car instead). The Infiniti EV will probably be the one that eats into Tesla's market though. Come to think of it, this changes things for all the small EV startups: it will be very hard to match the Leaf (even for the other major automakers).
However, we must not be too happy because we haven't really seen the demand yet. Although the response from plug-in fans are overwhelmingly positive, my brief survey of comments from other more mainstream sources still seems to indicate an overall negative response. There are still the same doubts about range and charging time, insistence that the car doesn't make any sense unless it costs drastically less than a gas car, as well as general anti-EV comments like the thing about shifting pollution to powerplants.
But overall, I feel this is excellent news for EVs.