yup, the only thing in the past that was keeping companies from popping a sim into every product to report back home (above a certain price) was that there was nothing stopping you from pulling the sim and just using their plan in other devices, at least for a short while until the company realized what was up (if they cared to check (they usually didnt))

now they have complete control over the end-to-end, and can cheaply provision sims that only talk to their local tower for example, and reject non-company provisioned IMEI (if they need it anymore?) etc

working on building blocking for this :)