Tesla's electric vehicle dominance is about to have 'serious competition,' Morgan Stanley says https://www.yahoo.com/news/tesla-apos-electric-vehicle-dominance-130300550.html Here is a company that will not even start production till 2020, they compete in limited segments with Tesla and do not have the brand recognition. Nothing that I have seen or read seems to indicate it will be a serious competition, unless they actually get vehicles into the market, start selling in volumes. The last statement is interesting as he appears to talk to investors rather than consumers. Tesla (TSLA)'s domination of the electric vehicle market is "unsustainable" and will soon be disrupted by start-up Rivian, Morgan Stanley analyst Adam Jonas said Monday. 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."....."We believe companies like Rivian will take elevated importance in investors' minds as EVs become the focus of OEM investment and strategy," Jonas said.