I think it was a glitch, but I just got an error message installing macOS about it being out of date, and prompting to install in reduced security mode. This suggests that you can, in fact, do new macOS installs on Apple Silicon without phoning home (or if it fails).
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There is no requirement nor *way* of phoning home to ask about any specific custom kernel or OS. Apple doesn't know what custom kernel you put on your machine, or that you disabled security. All they do is certify that your initial/bootstrap macOS install was up to date.
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