Long before this rumor started, I had already made my decision that for the first time since the 16-bit days, I won't be buying all the consoles. I'm sticking with Nintendo since they release games I like to play, and I'll probably go for some sort of Steambox scenario. Zeta's right: these new boxes offer nothing new in terms of game experiences. What they really offer is making a more sophisticated set-top-box/social media experience. And I don't give a damn about that.
But this "always on" nonsense assures that in ten years, all the games you bought will be useless. Sounds like a great investment to me!