CSX is among the most AGI-proof businesses in existence -- you cannot digitize the physical transportation of goods across a railroad network that represents over a century of irreplaceable infrastructure investment.
CSX Corporation is one of the leading Class I freight railroad companies in North America, operating approximately 20,000 route miles of track primarily in the eastern United States and portions of Canada. The company transports a diverse mix of freight including intermodal containers, chemicals, agricultural products, automotive vehicles, minerals, forest products, metals, and coal. CSX also provides intermodal transportation connecting rail to truck, linking major ports and distribution centers. The company is a critical component of the US supply chain, providing an energy-efficient alternative to long-haul trucking.
CSX serves major industrial shippers, chemical companies (Dow, BASF), agricultural producers and processors, automotive manufacturers (Ford, GM, Toyota), mining and materials companies, consumer goods companies, intermodal marketing companies, and shipping lines connecting port-to-inland transportation. Key port connections include the ports of New York/New Jersey, Baltimore, Savannah, Charleston, and New Orleans.
AGI cannot replace railroad freight transportation. CSX operates approximately 20,000 miles of track across the Eastern United States, moving coal, intermodal containers, chemicals, agricultural products, automotive, minerals, and other physical goods. Railroad infrastructure is among the most irreplaceable physical assets in the economy -- no new Class I railroads have been built in the US in over a century. AGI could optimize scheduling, routing, and fuel efficiency, but these are operational benefits, not threats. CSX's customers are shippers of physical goods: energy companies, manufacturers, agricultural businesses, chemical producers, and intermodal logistics operators. These customers move physical materials that cannot be digitized.