The AR games look like fun novelties and I'm sure that I'll enjoy them, but I'm having trouble seeing where it goes after launch. I really hope that they aren't going to try to put them into major first-party releases (although, seeing how poorly recent Wii peripherals have been supported, I'm not worried about that). If they were to develop a full game with AR, I could see it working, but there's also the risk of turning it into something like
this, which nobody wants.
So while it looks like fun, I hardly see it as a system-defining feature.
EDIT: There's some pretty great-looking screens of the online interface:





Images courtesy of a NeoGAF poster.Definitely a huge improvement.