While I understand SAN based flyers wanting competition on SAN-OAK route and I am sure AS has looked at it, I just don't see it as a money making route for AS. For WN you have a hub at OAK, a focus city at SAN and a 75% market share as opposed to a spoke at OAK and a focus city SAN for AS. At best AS might be able to get WN to make a little less money on the route while losing money on the route themselves. Maybe 2-3 years post pandemic they might try it but not until they are making money again.
Sadly...I agree. Otherwise, they would have started service on the route a long time ago.
Let's have some fun here. for some reason I'm quite opinionated about AS' network
, AS is missing out on multiple opportunities: intra-Cal, Alaska flying, and a couple others.
Before beginning, and to be fair to AS, they had to try to make SFO work after the VX merger until pulling the plug on most of the SFO expansion routes. One could argue AS didn't invest enough time to allow those routes to mature more; radically growing in a major legacy hub is a long, slow process before success arrives. (eg WN in DEN) Furthermore, AS is drawing down SJC as already discussed here.
If AS doesn't think SFO worked, then what maybe could? Let's start with the obvious: Alaska.
AS is sitting by and letting other carriers grow the Alaska market instead. AS is hardly even trying to put up a fight in ANC or FAI. AS should be flying more ANC/FAI at least seasonally to more major metropolitan (even less than daily) areas (MSP, STL, SLC, DFW, BNA, BOS, etc).
SY starting MSP-FAI shows how AS is watching their opportunities slip away. Not to mention UA in FAI-DEN/ORD/(ANC) or AA in FAI-PHX/DFW
AS has at least announced ANC-DEN/LAS/SFO to begin summer '21, but Alaska is mostly leisure and leisure is one of the only forms of demand currently, this would seem like a lower risk worth taking.
Speaking of DEN & AS, DEN is another market AS has been unable (err, unwilling?) to try to penetrate until now with ANC. DEN is a top 10 market from their other strong points (SAN, BOI, Bay, Basin... yet no AS service)
So where to next for AS?
1. Intra-Cal, stop sitting on the sidelines and claiming to be so focused on Cali
2. Seasonal ANC & FAI flying
3. Become more relevant to DEN from besides just PDX/SEA