Sounds weird when he put it that way. It sounds as if the project itself is something that has no problem with or without a strong narrative, but Spencer wants it to have it.
Crackdown 3? Rare game? Something from Lift London/etc? Stuff from Black Tusk/343/Lionhead are naturally going to have strong story aspects, without needing for Spencer to push it.
So could had Sony, Nintendo or Publisher X.
Not saying it can't happen, but then it goes off a speculation tangent of 'who is the next 'Everybody's Gone to the Rapture', where an indie game became exclusive to first-party platform because 'reasons'"