For a majority of SUV owners in the US, especially for an electric, I don't think they'll care. They want a high seat position, roomy interior, and maybe to project an image that they could drive off-road even though they won't.

Personally I doubt that AWD and tow capacity will matter to most folks. Also, I guess we'll have to wait and see how Model Y does in those areas.

In warm climates, yes. AWD is important anywhere where it snows.

Useful, yes, but not really important. I drive a FWD (fake)SUV crossover 4 months of the year in snow in the more rural suburbs of Oslo and find myself thinking I want AWD only once or twice a winter. As somebody else said, the roughest drive we do is gravel roads.

The bigger difference might be FWD vs RWD. I do seem to see RWD cars getting stuck more (as evidenced by which wheels are spinning uselessly). For the model Y Tesla might well mimic the model 3 options of RWD or AWD, in which case AWD would definitely be the wiser choice.

I think stats for most SUVs show that 90% of them don't ever leave paved roads. People buy them because they "feel safe" and they're practical as they're big and roomy.

The Model X, Y and both of these are CUVs, not SUVs. The Rivian concept vehicle may very well be a full SUV, if they use a proper body-on-frame design as advertised.