It does seem plausible that it's the latter, though I imagine whatever it is surely wouldn't involve a significant rework of anything we saw. Surely???
I can't imagine Larian trying to squeeze in a new feature, or change a key design a week before the release, and while review copies are out. I am also pretty sure that Sven said the game went "Gold" during the previous podcast (the one on which they revealed Naaber). If they want to add a feature, like stat rolling, they can easily do it post release. They must be in testing and polshing phase for the PC release. All they can be working now are hotfixes for the reviewers and day 1 patch.
