I'm not seeing any arguments in this thread which convince me this needs to be mandated. I'd like someone to explain how the cloud is any different for example than making a online MP game in the sense that MP in an of itself didn't have to be forced onto all console owners. Some of the biggest games and most compelling IPs in the past decade are based around online MP and the marketplace has done a good enough job making the case for online multiplayer.
I don't think anybody in their right mind could claim Xbox would sell MORE with those restrictions, so I am guessing, they believe having 30 million guaranteed to be online consoles is better than, say, 40 million online consoles and 10 million offline consoles, because they think devs would want to ALSO cater for that extra 10 million, making the cloud obsolete. And for that, they are not angry at the devs for not being brave(?) enough (I should remind everyone wants COD sales, whose community is mainly about multiplayer, so I don't believe for a second the not-mandatory nature of consoles should affect any decision that requires online, and you don't even have to be brave to go cloud just because you are not sure everyone is connected), but they are angry about users who want an option to also be offline, all of whom are aware that they cannot play a multiplayer only game if they choose to go offline.
They conveniently omit or assume some things:
*PS4 was not a mandatory online console to begin with. Devs would have to have a fallback for PS4 anyway, according to them, because they couldn't guarantee every PS4 would be connected. So why be angry at consumers wanting a similar environment to PS4's?
*Single player games would probably need some fallback mode anyway, so why not enhance the game for those with connections, and use the fallback mode for the offline consoles?
*Requiring internet for your game is not a bold decision anymore. Giving your platform and offline path as an option is not as detrimental as they'd like use to believe. And I still dare say, devs will have MORE people to sell their internet only game. So if you'll be angry for lack of cloud innovation, you have no one but the devs to be angry at, not the consumers who wanted an option.
*They also assume just because everyone is connected, there is going to be innovations on the cloud, and just because everyone isn't connected, there's not going to be any innovations, or that those innovations are going to be considerably later than in a scenario where everone is connected, late enough to be angry at consumers who wanted the offline option.