Just because an industry supports multiple players doesn't make it a commodity. Commoditization is what happens when the product is widely seen as "good enough" that consumers don't value most of the industry's innovation anymore.
If Uber and Lyft run out of profitable ideas, and only have "reduce costs" left as a means to more profits, THEN it's a commodity.
If Uber and Lyft run out of profitable ideas, and only have "reduce costs" left as a means to more profits, THEN it's a commodity.