Logcat is showing
E UsbDeviceManager: failed to write to /sys/class/android_usb/android0/f_rndis/ethaddr
And indeed the folder /sys/class/android_usb/android0/f_rndis is missing.
I see chown system system /sys/class/android_usb/android0/f_rndis/ in init.usb.rc so I guess that file is supposed to be there.
Any idea why it is not? Anything missing in the kernel?