Panic mode on at launch
From Nintendo: online play, backwards compatibility, Miiverse and eShop are all in the Day One update. Delay only for video apps.
Nintendo also tells me the TVii delay is about making "a great experience for consumers" and that it will be available ASAP in
ACIII Wii U will get a Day One patch similar to how PS3 and 360 versions received one. Something to keep in mind.