I would be extremely surprised if at least one upgraded model of the Xbox doesn’t ship with a disc drive. It would completely alienate a section of their user-base that want a more powerful box and care about owning physical media. They also made this mistake before with the Xbox One - which Spencer himself has mentioned as a key reason why there’s such a gap in sales volume between XBS/X and PS5 - so to make the same mistake again would be doubly confusing.
Edit: just seen this story corroborated by multiple outlets, so this may well be the real deal. And if so, super disappointing and fucking duuuumb. As the Xbox Series X OG console becomes more and more the outlier, what are the chances that publishers will just stop producing discs for retail completely? So basically, really piss off your early adopters. I own a Series S at the moment, but I’m more likely to just switch to PS5 Pro model when it comes round instead of stick with the Xbox Series consoles.