With the timing and everything? No one. At least I don't recall a single person who predicted anything even remotely close to it. Do you?
I think he means dropping Kinect in general. Everybody was already going on about how the Kinect was a massive anchor on the ship that is the Xbox One, and how it was bound to be cut sooner or later. As for when the drop was going to be announced, that caught a lot of us off guard. I'm sure most people were expecting the cut to be at E3 at the earliest. The fact that it happened when it did was a sort of surprise.