BNSF

“BNSF last week said it will ask the Surface Transportation Board for access to 824 miles of trackage.”

“Google has this unbelievable high margin business of search, one of the most perfect, beautiful business models of all time... Meanwhile, there's this AI opportunity which requires just astronomical, it's just incinerating cash. But you can imagine if AI is intelligence and its TAM is basically all white collar work and eventually with robotics, everything potentially, the absolute profits available here, even if the margins are lower, is so much larger.”