Thumpalumpacus
Major
No USN carriers early means no harrassment raids in Central Pacific. No Lea Salamaua raid. This means Japanese move earlier to sieze Port Moresby. Can be bolder about expanding island perimeter in South Pacific. Historically, the USN had just enough planes to equip just enough flight decks as CVs were lost.
And to follow onto this, less buildup of experience in the American air-groups, which may influence the turn of later battles.