As I guessed, the confusion over the Bill Carter NY Times DVR piece is beginning to filter through the TV media.
Here's Time's James Poniewozik:
The upshot for now is that the total ratings for a show, including DVR viewing, do still matter.
That's exactly the confusion I expected and it's substantially not true. Only a fraction (~10%) of the viewing increase from Live+SD to Live+7 matters to commercial viewing.
I do feel a bit like the Dutch boy putting his finger in the dike 
