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Now that a majority of my game purchases are done digitally, I 'd say (for me at least) yeah, BC needs to be there day one. If these companies are serious about cultivating loyal customer bases and pulling in new consumers, they must support all of their digital purchases past and present going forward from this gen on. While I plan on keeping two of the three PS4s in my home and upgrading one at launch I don't want my family or our library of games to become fragmented. And I most certainly won't be upgrading if that happens.
I also think the value proposition is not there if they cannot support past game purchases. People will be less likely to invest in their ecosystems if they have to plunk down full price for a game to only lose access to it. At the very least it will create more agnostic consumers who can take their dollars to the next company with a better value proposition. Not saying that's necessarily a bad thing for us as consumers, but for these companies to keep a level of customer loyalty I think it's a must that these next consoles support BC. Besides, we all know the architecture is going to be largely the same so we know it should be possible to do right out of the gate and without emulation.