Listening

Audience question, paraphrased: “Progressive metrics now substantially better than Geico. UP metrics better than BNSF. What the what?”

Abel (re BNSF): pure b-school word salad. “Couldn’t be happier. Excellent team. Admit work to do. Wouldn’t trade them. Great company. Etc” : all meringue

Jain (re GEICO): “Agree. They beat us to current technology. We’re on it. Give us a year”: OK. I can do that.

I liked the structure of one answer a lot better than the other.

–sutton
hasn’t ever liked meringue

15 Likes

Agree! Abel’s word salad answer was so frustrating for me. Why not compare BNSF heavy capex with CXS capex-lite model. Please give us specifics!

Loved Jain’s answer. Basically, we are behind, but trying to catch up.

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