The deal with Virgin has a clause that requires Brightline to get permission from Virgin before helping any competitor of any Virgin branded operation.
The definition of "competitor" is going to be interesting in that case.
Also, I suspect that said permission exists or will be granted, or I see a mild catfight brewing over the pax numbers to the PortMiami numbers (I don't see Virgin carrying 3.5m pax on their ships in the next few years:
In exchange for the capital injection, Miami-Dade will charge Brightline a $2 fee for each departing train passenger. If the county has not received $7 million by the end of the fifth full year of operation, Virgin will pay the balance.
Presuming that Virgin can shake 5.5 years out of that agreement ("full year of operation" suggests that they might shake an extra batch of time if they start at the beginning of a year, but who knows what "full year" actually means), Virgin's ships can fit 2700 people. Presuming one sailing per week, that's 140,400/yr per ship if all spaces go. Even when you get all four ships running, assuming you get the turnaround time to "once per six days" (about 164k/ship/yr, or 657k/yr overall) there's no way they make the 3.5m pax that would be needed to pay that back even running full tilt (and they won't be able to do that for several years into the operation).
Now, "We cut you a check for $5m in a few years" might be a workable situation...but it certainly seems like Virgin would
not want to build a station to use it once or twice a week.
That being said, the "competitor" clause gets interesting in terms of airline codeshares. I'm going to suspect that a codeshare with Delta would work out fine (given the ownership situation, I suspect if Delta wanted that and Virgin pushed back hard there would be some shouting in a boardroom somewhere). UA or AA would be problematic (particularly AA, given the BA situation). B6 would've been fine as long as they were staying domestic (that would render them "not a competitor") and any North America-only airlines are probably safe. B6 stands out as well because they seemed to me to be primed to codeshare with Brightline. European continental airlines (
particularly with no service to/from the UK) would be a fun test. For example, is Condor a competitor to Virgin Atlantic given that it doesn't serve any UK destinations? So would any Asian carriers (Emirates comes to mind given the routing situation).