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.