Personally, I think Poly2 will compete with RIV sales.The THV have 3 bedrooms, the cabins will have 1. I cannot see how they can cost more or even just a bit less.
This is the artwork:
https://dvcfan.com/2023/04/20/disneys-fort-wilderness-cabins-are-becoming-dvc-properties/
I don't see the height for a loft to add another "room.
Given the current nightly cost, which is less than any another DVC studio, it's hard even to justify the points of a 1BR.
I do not thinks there is a lot of overlap between people interested in Poly2 and the cabins. They're two completely different experiences.
RIV great for Epcot and DHS, also significantly closer to AK than Poly2. RIV also has good access to BW, BC, YC, Swolphin restaurants.
Poly2 convenient for MK and monorail resort access.
RIV is stand alone resort so it has TS, QS, and shops in its tower.
Poly2 is part of Polynesian resort. Likely only QS in the building (because that is largest need for Poly resort). Polynesian theme tries to get people outdoors, which is another reason I don’t think there will be a TS at Poly2. Close enough to walk to Poly and GF TS.
As I write this, I am starting to wonder could Poly2 paperwork actually boost RIV sales?