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Who is the equivalent of Netflix in this relationship? You can't draw fuzzy-wuzzy analogies without actually spelling out the connection. Freight rail is not
by bpodgursky 1y ago
Who is the equivalent of Netflix in this relationship? You can't draw fuzzy-wuzzy analogies without actually spelling out the connection.
Freight rail is not an eyeball market, the customers are the ones paying.
- deleted 1y ago[deleted]
- throw0101c 1y agoCopy-pasting my comment from elsewhere in the discussion: """ If someone on the west coast wants to ship to the east (or vice versa) they can pit UP against BNSF, and then NS against CSX. There are several pairs up because of the two negotiating points: * UP-NS * UP-CSX * BNSF-NS * BNSP-CSX If the merger goes through you're now at: * merged-UPNS * BNSF-CSX Do you think UPNS will give a cheaper price for a 'half-trip' and you go to their competitor the other half? """ In this case it's not even about non-overlap, it's a straight reduction of competition. You don't think BNSF/CN/CP aren't looking at CSX right now?