> Consumers are happy with physical SIMs, you obtain one, you put it in your phone then you forget about it until you swap your phone.

As a consumer I was much happier with esims: I swapped provider, got the esim in the mail essentially instantly, put it in my phone, and forgot about it util I swapped phone... at which point esim transfer was part of the migration so I essentially didn't have to think about it either.