https://www.cnbc.com/2019/02/11/morgan-stanley-serious-tesla-electric-vehicle-competition-from-rivian.html > Tesla has a dominant share of the electric vehicle market but Morgan Stanley's Adam Jonas said Monday that control is "unsustainable" and will soon be disrupted from electric vehicle maker Rivian. > Jonas, whose thoughts on electric autos are widely followed on Wall Street, expects Rivian will be "the next serious competition from a 'clean sheet' start-up with access to talent & capital focused on the fastest growing segments of pickup trucks & SUVs," Jonas said. He estimates that currently Tesla makes about 80 percent of the electric vehicles in the U.S., while capturing as much as 90 percent of U.S. electric vehicle revenues.