> I bet Verizon and ATT are salivating the ability to lock down the eSIM.

I already have to deal with this bullshit. ATT has a device whitelist that they refuse to deviate from - you cannot just put a SIM into any device you want.

ATT also will not give you a physical eSIM (they deliver their eSIMs on cardboard cards as QR codes printed; I have not been able to remotely provision one, they charge for these, and stores run out frequently)