The Fall Patch notes list some Touch Screen info:
Modding: Provide a way for Lua to query if the UI is in "Touch Screen" mode UI.IsTouchScreenEnabled().
Furthermore if you look carefully at the tech demo, you can see he is using some of the new features that are listed under the Fall patch. See how it shows which civ is processing its turn when he clicks end turn? So that gives you a good indication right there that the touch screen stuff and Fall patch content are coming together.
Those ultrabook laptops releases are coinciding with windows 8 October 26 release. Considering the fact that Intel was investing manpower into personally helping Firaxis with optimization and touch screen capability, I don't think they're going to turn around and screw them over by delaying the patch. Part of the selling point these tablets and notebooks have is that you are going to be able to play popular games like Civilization 5.
It just doesn't make sense to release all the complicated touch screen controls, and graphic optimization fixes that will come with the ultrabook release and then not be ready to release the easy database stuff like balance changes. The "Fall Patch" and the Touch screen/optimization patch are one in the same.
I wouldn't be surprised if the patch has been ready to go for weeks, but they're sitting on it until their partner in this, Intel, ships their new ultrabooks with Windows 8. Another clue is just how detailed the patch notes were more than 4 weeks ago. You would be a lot more careful about listing things like individualized bug fixes if you hadn't even gotten around to fixing them yet. Finally he talks about working with intel employees to build the ultrabook version in the past tense which indicates that they already finished the hard optimization stuff. If they were still working together, Kipp probably would have used the present tense.