I couldn't find a proper changelog for 2.03, only what's mentioned in this news post. By the looks of it, you would only miss out on the changes to the AI, and some fixes for crashes and misc. stuff. The adjustments to the tech tree costs will be included in the mods themselves (though most likely further changed, because that's how we modders roll).
From what I recall, 2.04 only had some fixes for Metaverse-related issues. So it shouldn't affect you, if you don't intend to play on the Metaverse.
All in all, I can't guarantee that the mods will run perfectly, because they were made with the last AI as a base. However, they should work.