Tesla commanding roughly half the entire EV market seems like a dominance story on the surface. But Rivian's leadership is raising an uncomfortable question: is this actually healthy for the industry?

Here's the thing—when one player grabs that much market share, it can stifle competition and innovation. Other automakers are fighting hard to carve out their space, but the gap is massive. A truly thriving sector should see more balanced distribution of players and market opportunities.

The EV boom is still in its growth phase. Right now we're seeing consolidation around the strongest players, but whether that's sustainable long-term depends on whether the industry can develop enough diverse competitors. A 50/50 split between the leader and everyone else combined isn't exactly a recipe for a competitive ecosystem.

The real question: will emerging EV makers find their footing, or does Tesla's lead become increasingly insurmountable? Industry health might depend on it.