I think it was about all of the above. The actual quote is about the game size, but not all the way. He says that smaller studios may not have the resources to do what they did by having a multi-year early access period. Remember, they have to pay people that whole time without getting much money from the product. Also, he points out that larger studios such as the one making Starfield should have the resources to do what they did and more.
MoogleMaestro