I'm kinda confused with the wording from last night.
Boyes wanted to make it 'very clear' that this was a separate product, that Sony was not involved with - only using the stage to raise awareness.
Then the game got its' $2M, and now we learn Sony is co-funding development. So essentially, Sony - a multi-billion dollar corporation - just asked its' own fans for $2 million dollars. Instead of you know, putting up the money themselves.
Clearly they believed in Shenmue enough to give it stage presence - they knew the Kickstarter would go through. But they didn't believe enough to actually fully fund the thing.
You're right, it is strange how they made that distinction last night but are jumping in now. Personally, I don't really care and prefer the game to have proper Sony funding instead of the $10 or whatever it would have gotten off Kickstarter. Now I think we can expect a budget of $20-30 million. The Witcher 3 cost $35 million to develop so this should be good for everyone. What they did is still weird though.