Yeah that whole thing has been weird. The funny/sad (thing about) this is that the one "positive" rumor about the CPU being better seems to be the one wrong thing I passed along, but all the negative ones were legit though they made changes (e.g. from always online to a 24hr check in, no used games to whatever that mess is they've described). As for the more recent things, I "retired" from info digging so I haven't tried to confirm it for myself.
But I saw the thread and if Thuway and Proelite are saying they've heard it, then I would say there is definitely merit to it (not ignoring CBOAT obviously). I've talked to those two in the past when comparing info around the time I passed along all that Xbox info and I know/have an idea of who their sources are making what they say about downclocks being internally discussed at worst and will happen at best. Or vice versa depending on the person's perspective.