I'm starting to feel that, much like the objective measure of a video game is Start to Crate (StC), the objective measure of a NeoGAF thread is shaping up to be Start to Shitting On Arthur Gies (StG).
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There's got to be an explanation for these rumors. They're too dumb to be true at face value--there's no way Microsoft is that foolish, especially given their approach to DRM on their other products--but too widespread to not be related to something that is true. True for devkits? True for OnLive-style streaming of next-gen Xbox games to current-gen Xbox consoles? Part of the netcode that Microsoft is providing for server-driven games like free-to-play MMOs that's being blown out of proportion? An option enable-able on a per-game basis?
Or maybe it's something that some higher-up at Microsoft was pushing for, and was even being implemented, but was stripped out after the SimCity "thing" reminded them just how bad an idea it is.
I have no idea. I'm just pulling ideas out of my ass at this point. I'll be surprised if this is what Microsoft intends to do, though.