Does anyone have hard evidence (TSReader stream logs) to support this "time only" TVGOS mode that people have speculated about? The only way this could happen on a station-by-station basis (as opposed to everywhere at once) is if a local station unplugged the ethernet connection from the ROVI encoder but left the encoder in place and powered on. I can't imagine why any of them would do this. This would also result in TVGOS timestamps that gradually drift away from reality even as they hold your DVR captive to that drifting clock. So if any sations really are doing this, it's not a good thing.
I agree, I think people are basing this off of their clock still being grayed out, but a grayed out clock is not proof that clock sets are still happening (unless it is graying out after a Factory Default). An exception to this would be the devices in the Chicago area where the listings disappeared for a while, and have now returned (apparently due to a problem with the inserter). I have seen this happen in my area in the past, and although the listings aren't getting updated, the clock sets, and other data are still coming in. So the guys in Chicago, despite not having listings, would most likely have still been getting the clock sets. The diagnostics screens of the Sony (and other TVGOS devices) show the last time the clock was set from TVGOS (which happens several times a day), so you can tell with those devices if clock sets are still happening.