I don't know about the recordings, but since they where already set to release their plans on day 1 I have no doubt the DLCs are already set in stone. Whatever they may be. Personally I can only hope that the delay also causes re-evaluation of their plans.
If there's one thing that's set in stone, its when the setting of the DLC will be. The developers know when the want the expansions to take place. Regardless both would require different things in order for them to complete the expansion from a story perspective.
A mid game expansion requires that:
-You don't know any love interest or they have to disregard them story wise as a love interest. No Panam, Judy, Kerry, and Ward. If they do add them your love interest likely will be void for story purposes, unless they add unique dialogue and the rest is 95%+ neutral as if there's no interest or relationship in the first place. Certain relationships depending on in game choices can be Judy can leave the city in some playthroughs. Panam may never talk to you if you let Saul die when she calls for your help to save him. I don't know enough about whether or not certain choices can result in cut ties with either Ward of Kerry.
-It likely won't follow Mr. Blue Eyes. Outside of the ending of the game, the Peralez questline, Gary the Prophet quest (which most players wont do unless they see it online), Possibly Sandra Dorsett, which has a couple of caveats. What if you don't follow up with her sidequest and what if you do and don't decrypt the shard (I didn't). You wouldn't know her business without making either of those choices. Point being, theres no reason for Mr. Blue Eyes to hire you if he's got no clue who you are or if you don't have any status as a merc with Rogue.
-Takemura can't be involved because dies in some run throughs after kidnaping Hanako. This can be negated by somehow setting the expansion before the mission he dies, but how? Same goes with post story content. He will likely have no role in it. Or a very minor depending on your choice.
-Keanu Reeves will have to have had voice lines pre-recorded for this to work. Unless somehow we go 10+ hours of missions without Johnny saying a single word.
-New Characters will have to be added and if those characters are as major as characters such as Panam (and the aldecados) or Rogue. The reason for this is because it wouldn't make sense to have characters that can change the ending. Unless the plan on adding new endings and ways to get 'V' to Mikoshi.
-As stated before they would likely have to start you earlier then the point of no return. The reason for this is because as I also mentioned certain choices could have profound effects on relationships with certain characters. This is unless they make an expansion with only new characters or the ones you can't have a negative relationship with.
-Massive side quests which take us completely off track right before the point of no return main quest, doesn't make sense either. V's dying why would they go off on another set of missions which could take the in game time of at least a couple weeks. Just doesn't make sense.
They have to make sure that no major choices made in the game are negated in a potential mid game dlc. Based on when the timing of the dlc takes place this is much harder to do then in Post game, because some players might not have been able to make those choices yet. We can't assume all players who will participate in a DLC will have finished the game. All in game endings will have shown what choice the players have made at the end of the game. All they have to do with a post story DLC is to start the beginning of the expansion unique just like with life choices in the base game and then eventually tie them together also just like the main story did. There is a possibility though even with post story content that our love interest won't be involved for story purposes. The writing really did make it complicated for expansions to be made. Im sure this was a similar case in TW3. So I trust them to make something good.