For me, it was just they were brushing up against something really good there... they missed it by a fair margin, but ditch about 75% of the narration, replace some of the later action with the two DLCs (both of which are nicely surreal), stop telegraphing all the potential scares, and make the action less combat-based (I think it should be more evasion, since being able to kill everything isn't terribly scary). Whole lot of potential there and they realized just enough of it for me to be impressed. The atmosphere is really good despite their efforts to kill it with over-narration.