I'm convinced that dropping the Kinect does the Xbox One more long term bad than most anticipate. The biggest factor of separation from the competition is being discarded. It will never have the chance to grow into the games that were once ambitiously promised.
Had Microsoft dropped the price of the original bundle to $399, they could have flooded households with the Kinect and actually give it a fighting chance to develop a killer app. Now the Xbox One has been so saddled with retracted statements that it's difficult to have faith in the console.
My video on the matter: