Well, Ian, it might not necessarily be a sequel, when I think about it (according to what he says, I mean, about us knowing if he told us the company).  That's probably the case, but it could be a game we've heard a lot about, like Too Human or Mario 128 (though I think he said it was American, so not the latter, I suppose).  Sequel is more likely, but a rumored game is also a possibility.
Except he says it's not Silicon Knights, either.  Isn't that the developer for the hypothetical Too Human?  Anyway, just thinkin'.