While I think NV has potential more so than 100T let's not overstate this new player thing for a couple reasons.
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Duelist changes are usually the easiest in valorant, especially like for like changes such as Jett for Jett as duelist are inherently selfish and thus their utility oftentimes is either incredible straightforward in its use or completely meant to be used to aid themseleves. If it was a sova for sova change or sentinel for sentinel there becomes more credibility for the new player argument as entire setups/execs would change with support character swaps.
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Yay in for Mummay is one of the most objective upgrades we have seen in Valorant up to this point. So chemistry issues due to them not being a team for that long during this Challengers finals was imo made up for by the difference in quality Yay brings to the table.
That being said, they probably due have the most potential in the region but one could reasonably argue the team's talent is comparable to the next direct "rival" to SEN
Asuna=Yay
Ethan=Victor
Nitr0=Marved
Hiko<Crashies
Steel>FNS
Whether you agree with the player comparisons or not is entirely up to you but the fact that it is not outlandish is proof enough that at minimum they are comparable.
All this to say I really can't see anyone beat SEN in NA for quite some time