I don't see how they can unbundle it any more. For domestic narrowbody F, it's basically a bigger seat at the front of the plane.

Are they thinking of a European model where the aircraft is all identical seats and they just adjust where the middle seat block and slightly enhanced food/bev stops? I don't think that would be popular in the U.S., where we have a huge number of 3-4 hour routes that won't ever get a full premium transcon service. On those flights, basically everything out of the ORD and DFW hubs plus lots of flights out of other hubs, people are going to want the bigger seats. Intra-Europe has a bigger mix of 1-2 hour flights where seat comfort probably ranks a little lower on the list.