The lack of differentiation between two EV brands will not be the major disruption to the car industry. It will be the ownership. In 3 to 5 years we should see autonomous vehicles that are offered by robot taxi networks. The same car can offer transport services to 5 families or more and still each family will be able to use the car to similar levels they are currently used to. Customers will no longer have to worry…
For the vast majority of suburb dwellers, buying a car will be more cost effective. Most of the costs are the same either way, but you have no need for a profit margin, and you don't pay as much fuel (electrons are still fuel!) to run around empty getting to the next passenger. By owning your own car you can in turn leave your stuff in it just in case. By owning your car you ensure it is there when you want to go as opposed to waiting for one to arrive.