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Yeah, a new non VR SP IP or a sequel would be best. They can't count to 3 so a sequel doesn't seem likely. Portal is my favourite and would love a sequel but don't expect one. I think I'll take whatever if they bring it on consoles too. Might go for VR as well.
Portal VR isn't a likely possibility. They did explore it while developing Alyx. The fast pace nature and continuous perspective changes through Portal might be a little too much to handle in VR.
They specifically said single player games so the announcement could be related to Portal. Or maybe they will revive Left 4 Dead as a SP game? Would be great if they announce something new as well.