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…
We already see autonomous vehicles offered by non-robot taxi networks... And... what so?
> Customers will no longer have to worry about maintenance, charging, insurance, parking, cleaning,...
It's called taxi...
> Only very few companies can create/train the self-driving technology, e.g. Tesla, Google,... The outcome will be that we will see a lot less car companies.
There is no dramatic differentiation to current "AI" driving systems what-so-ever, they are all quite dumb, and have to act on the lowest margin of caution, just like all "self-driving" attempts working on the same principle in the last 30 years.