Yes, people need to realize that the Xbox One is what a bridge was in the middle ages, where the owner could collect money from anyone trying to cross. Game license fees will only be a secondary income in the end, I'd guess. They want to be the provider of as much of the content the owner consumes as possible and get their cut from everything instead.
Others already pointed out that Sony and Nintendo are no longer the main competitors, it's about Apple (think iTunes and the App Store) and Google (Android market, youtube etc).
And today, Microsoft's strongest side against them is surprisingly the console market - they're much weaker on mobile devices, desktop OS is fading away slowly, and Zune isn't a success either. So they will leverage their greatest strength, and at this time it's the Xbox brand, the best selling console in the US in the past few years (Wii is obviously not going to make a comeback and the 360 is less than a million units behind it anyway).
People without a stable internet connection will probably not download movies and music, won't shop online as much, and so on - so the revenue from them will not be as good, maybe not even enough to offset the losses on the hardware itself. So they don't worry about not selling to them, especially not in the early days when they're supply limited anyway.
So they don't give a damn if you won't buy their console because you're a 'core' gamer who doesn't want to be always online (which is already a contradiction IMHO). They want the Joe Average who will buy a couple of games - and subscribe to Live and buy a lot of music and watch a lot of movies and uses whatever other revenue stream they can think of. That kind of customer is much more profitable to Microsoft now.