Seems to be early days and he still needs to do the research but basically the theory stems from Moritz's discovery of 'Royal family' lineages amongst queen's raised by the bees. But where I think a lot of us assumed those lineages were in some way positive things he's (and I think Moritz) speculating that the 'royal family' lineages are actually socially disruptive/parasitic.
Honestly, it's best to watch one of the videos. I've seen at least 3 versions, one of them is far more detailed than the others but I can't remember which it is off the top of my head.