People are absolutely entitled to not like Microsoft's new "cable box" direction for their Xbone - just because you will enjoy whatever they put out doesn't mean everyone else has to accept their strategy without complaint. Even not buying the system doesn't mean voicing concerns is disallowed.
TV networks will continue to seek the widest possible audience: The Xbox will most likely continue to remain a bit player in this arena, despite what Microsoft hopes to achieve. Established platforms will be glad to serve live streams in addition to on-demand programming.
And I think for many people, Netflix and Amazon Video are actually replacements for TV: I personally haven't had a cable subscription in years, the same for many people I know. Live TV is becoming increasingly irrelevant.
Kinect doesn't have any real potential for TV, and Smartglass can't do anything that smartphones and tablets aren't already able to do without being tethered to a black box in the living room. Microsoft just can't offer networks much interesting potential.
And there's the question whether the typical TV watcher is even interested in transforming the medium into an active format. The failure of 1 vs 100 and myriads of similar format that were tried in the early 2000s would suggest: No.
It's clearly taking away plenty of resources that would have otherwise been reserved for developing interesting games. Microsoft's lack of interest in indie gaming also clearly shows that their TV obsession IS taking away from gaming.
To some people, yes, all they need is Netflix because they don't care to watch a lot of new television content. That's perfectly fine. When I was in college, I didn't subscribe to cable at all. It wasn't until last year that I subscribed to cable for the first time, and I still subscribe to Netflix as well. Netflix is great for catching up on some older shows you may have missed, or lately, to watch their original content that they've been producing. However, you can still only get things like HBO only with a cable subscription, which is a big reason why I subscribe. My girlfriend was also pushing me to get cable because she loves to watch live TV (she's a big fan of The Voice).
However, MS' goal is NOT to be a cable channel and directly compete with Comcast and the like. It says that in the article. MS is focusing more on their own original content that can only be done on their platform, which means that it will use things like Kinect and Smartglass in some way, or it will tie in directly with the games. We just don't know the specifics at this point. Those technologies were not available in the early 2000's. There's new tech, so MS wants to try something new. However, if you want to watch The Voice, or any content that Comcast creates, you'll still have to subscribe to cable, and view it through their service. MS is just creating content that appeals to their specific audience, and Comcast probably doesn't care that they have that (such as Halo and Quantum Break).
So Microsoft is now going to be a Hollywood production company?
There is absolutely no way Xbox Live has even close to 46 Million paying gold members: Where did you get that number from? Netflix is also available in much less countries than XBL Gold, which is why the comparison wouldn't even be valid were the number accurate.
If there's one thing monopolistic companies like Comcast don't like, it's diminishing their own influence and importance in favour of another big player. I don't see them embracing the Xbone with open arms.
Internationally, they will have a hard time with their HDMI in concept: Integrated TV DVB tuners are pretty common in Europe, which means there's no ability for the Xbone to actually overlay its own interface.
To your first question, yes they are. That's what Xbox Entertainment Studios is all about. It's not going to be a huge production company like Sony Pictures or anything like that, but it will probably grow over time. They already proved that they can make a great movie with Halo: Forward Unto Dawn (it's on Netflix btw - worth checking out if you haven't seen it).
And as I said previously, MS is not competing directly with Comcast. They are not turning into a cable company. They are not going to host tons of shows that Comcast has On Demand through a separate subscription, and with their own original content (ala Netflix). That's not their intention. It's actually possible that Comcast will push the Xbox One to its subscribers as well by offering it for a discount since that would mean people would get a next-gen console for cheap, as well as get a TV/internet subscription. Comcast is pleased because they can create an app for the Xbox One, just like they have on the 360 where everyone can still access their On Demand content, as well as having a great Live TV interface which goes through their service. And MS likes that because it encourages more people to get an Xbox, and to subscribe to Gold to get access to this new TV and Movie content they are going to start funding.
For the 46 million XBL subscribers number, it's the latest numbers MS released as of April:
http://www.gameinformer.com/b/news/...-live-subscribers-number-over-46-million.aspx
Not sure why you don't think the numbers matter? As you said, the content producers want to get their content out to the broadest audience possible. Well, the XBL audience is technically larger than the Netflix audience, and available in more countries.
As for the HDMI in concept, that's why they have the IR blaster as well. It's the crappier of the solutions for sure, but that will allow most people who get TV to have a way to make it work. This is probably one of the reasons why they are starting the Live TV push in the US first before rolling it out internationally. It's a very complex problem for any company to try to solve. Google has tried and didn't work out, Apple and Samsung are also rumored to be doing very interesting things in the TV space within the next year, and MS is also going to give it a shot with the One.
I have no idea how big of an impact this will have, but as someone who enjoys watching TV shows and movies, I'm all for MS creating geeky content that appeals to me as a gamer, which it seems like what they're going to start with.