What Apple's New SIM Card Features Mean for Wireless Carriers

The video discusses the impact of eSIM technology on US carriers like Verizon and AT&T, highlighting their resistance due to the ease of switching carriers. It also covers Apple's global partnerships and the specific challenges in China, where eSIM is not supported. The discussion extends to how eSIM could commoditize US wireless services and shift brand loyalty from carriers to device manufacturers like Apple and Samsung.

What changes did Apple make to the iPhone XS for the Chinese market?

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In what ways could US wireless service become commoditized due to new technology?

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