I would posit that they're a single component for most consumers and buyers, and that a small majority will upgrade any single one of these three components in the lifespan of their computer. A quick check of r/buildapc reinforces this to be the case, as most posts are either full-system builds or peripheral upgrades (GPU, SSD).

My guess is that Framework had a unique opportunity with the AMD Ryzen AI and decided to capitalize on it to serve a fast-and-growing home market for this class of hardware, and the soldered LPDDR was a compromise considering the requirements of the CPU. If I had to choose between them offering this product with that restriction, or "sticking to their core values" and waiting for an alternative solution then I'm going to learn to live with the restriction. If the traffic queue wasn't just marketing BS, I assume many other people are also willing to live with it.

I want Framework to be a long-term successful company and that means making good use of their cash, and this gives them a safer opportunity to test a new product category. Maybe the result of this decision is an expansion of the category to include more modular options, at which point everyone wins.