CNBC interviews Ron Baron of Baron Capital. BC has ~$20 Billion under management. http://www.cnbc.com/id/102161115?__source=yahoo%7cfinance%7cheadline%7cheadline%7cstory&par=yahoo&doc=102161115 Baron thinks "all of us will likely be Tesla customers in 25 years" because its competitors are already being compelled to build and sell electric cars. "They do not want to build such cars," Baron wrote. "As a result, they are developing electric expertise so slowly that the lead Tesla has built up through its fast growing staff ... may soon become insurmountable." "Tesla's car culture is far different from that of other car companies," Baron wrote. At least, all car companies except for BMW. Baron noted that two of his analysts recently visited BMW in Germany and the BMW financial team believes that a "revolution in the drive train is underway. ... We believe that BMW will likely phase out internal combustion engines over the next 10 years," Baron wrote.