I find that particularly interesting in light of his sort of decrying the digital-social culture we've developed in the last decade. Strange guy with a lot of really different opinions; was a lot of fun.
The Xbox including the new Kinect definitely lowers margins, but if Kinect becomes an integral part of the gaming experience it will be a sound bet.
Indeed. Bundling it is the best way to ensure the Kinect is used in every title.
Currently, the Kinect is a peripheral, which means that developers can't assume that it's there. If they want to use it, they have two options: be a full-on Kinect game that doesn't make sense without the device, or have controller-only options for everything. That's a lot of pain. But if they can assume that the Kinect is always there, there's no tradeoff.