[keenreed]

I think differentiator will be in modularity and repairability. Like PC has independent parts (PSU, memory, ssd, graphic card), electric cars could be modular in the same way.

I believe low-cost "city shopping bag" is the future of electric cars and biggest market. And if some sort of modular platform emerges, it will dominate the market. It may even be required by law (like EU requires USB chargers on phones).

I am from EU, but I believe China, India, Russia markets are similar. Look at Dacia Spring or Citroen AMI for examples.