No DLC. Expansion please.
Considering he mentioned Solstheim I think he's including expansions in the DLC umbrella, but yeah, full expansion, or if they go smaller, at least the size of Point Lookout for Fallout 3.
I'd like something new, a place we haven't been yet. Perhaps another island to the north with a lot of Akaviri ruins/artifacts, or another Daedric realm that's significantly different from what we've seen so far. Really just something with a different feel from the base game.