In my mind it is fairly obvious that KO and BNSF are more predictable businesses, super longterm, than AAPL. KO may not be a world beater, but it is extremely profitable. I think it could do very well if they would buyback some damn stock.
Also, how does having the most cash in BRK history clean the slate or make things easier on Greg? If WB died tomorrow, it is hard to imagine a situation with more pressure.