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'.