This makes way more sense tbh. AC gates are de-facto UA gates at this point (due to JV and widebody parking), and I can't imagine WN ever needing any more gates than what they have for the foreseeable future. The only real airline with major growth prospects at SFO is objectively UA. If anything, with the number of times widebodies and international flights have recently been shoved in A, I think it's pretty clear that everyone at this point that's not UA, LH group, ANZ, or NH should just be sent to A or B, especially when B now has a bunch of swing gates. Hell, at some point that second FIS facility may have to open for the arrivals bank sooner rather than later.

More broadly speaking, they better be designing pretty much all of F as swing-gate compatible, so when it inevitably goes into major construction after these current gates are finished, more international expansion can be facilitated there, especially if Copa and Avianca ever join a JV with UA, especially since UA is giving us Adelaide, Panama City, more Manila, San Jose CR, and is teasing both Bangkok, and Ho Chi Minh within the near future. There are also just a bunch of other additional asian options out of SFO that can easily be entertained mid to long term (Cebu, Davao, Sapporo, Fukuoka, Nagoya, Busan, Kuala Lumpur, Phnom Penh, Kaohsiung, and Jakarta) and some relatively reasonable adds to Europe and Central/South America that aren't outlandish (Dublin, Madrid, Amsterdam, Dubai, Rome, Brussels, Vienna, Medellín, and Bogota). Alternatively they could create an airside tunnel connecting A and G, or invest in H, but these seem more expensive given that F will be due for rehab works.