DV formula is based on valve (flow) and displacement, basically he says most cam companies are too conservative with LSA, cause most engines are not running enough valve for displacement.
Eg.. A run of a mill 112 lsa cam with a 360, his formula to be optimal that cam would need a 2.56" intake valve which obviously not gonna work, his formula for a standard 2.02" 360 = 107.7 lsa.