Maybe I'm mistaken, but I remember Sony stating that there were going to be a certain number, somewhere between 23-26 exclusive titles at launch, but from what I last remember, the numbers still don't quite add up and people were still wondering what the last couple of games were or if it was a misstatement. This close to launch, I'm guessing whatever is announced now is it for launch.
While Watchdogs is not developed by Sony or even a Sony exclusive, they were definitely behind it much in the same way as they were with GTA5. That delay to me, was also a ding against Sony. Maybe this is how it actually works in the industry, but I personally don't believe there were absolutely no signs that there may be a delay until the last minute when they decided to announce the delay. This is on Sony third party relations to keep an eye on and figure out what to do to soften the blow. To me this delay hurt the PS4 way more than the Xbone because the latter has far more exclusive, big retail games. I like the occasional indie game, but I still get more excited about the big so-called "AAA" games. In my eyes the PS4 already has a lack of large AAA games for the launch and could not afford to lose any more. Losing first Watchdogs, and now Driveclub was the last straw for me.
Remember this is just my opinion, and the loss of Driveclub if indie games are what does it for you, this announcement doesn't mean a thing for you. For me, this was the last straw as I said. As of now I probably won't end up picking up the console until FFXIV releases.
P.S. I also have been picking up what I feel are quality 3DS games since the launch of the console and have now stockpiled about 10 3DS games all while never owning a 3DS. This is also another reason I'm changing one preorder for another.