The eSIM Revolution: Are Big Carriers Becoming Dumb Pipes?

Logosofia no Dia a Dia · Feb 8, 2026 · 26m

In this episode, Herman and Corn dive into the rapidly evolving world of eSIM technology and its impact on the global telecommunications landscape. As physical SIM cards become museum pieces in 2026, new aggregators are challenging the dominance of traditional mobile network operators (MNOs). The duo explores the technical hurdles of "home routing" and latency, the economic reality of interconnect agreements, and the regulatory challenges of "Know Your Customer" (KYC) laws. Will the giants of the industry like Verizon and Vodafone be relegated to "dumb pipes" that simply provide the…