I don’t think they were assuming eSIMs provide a new type of connectivity. I think they were referring to the fact that these embedded SIMs are more integrated into the device and therefore physically agnostic to the mobile operator of choice. This would make switching from e.g. Verizon to Apple like switching from from Netflix to Disney+ – much easier since it’s fully software-based. For Apple that would be easy to bundle with the rest of their services. Yet another thing that will retain customers in their ecosystem.