He describes his vision for "post open source" license, which he is currently developing. His goals seem to be to to empower software developers to take back power from megacorps which have in his view subverted the nature of open source and turned it into a "resource extraction" scheme.
For open-source projects that are the top level (e.g., PostreSQL) and being paid to work on it... it's often useful to have an enterprise market and support model.
Side note, open source works better business model wise when things are more distributed. More centralized with megacorp clouds is harder for open source based businesses.
For libraries that can be used by many projects, open source is a great way to go. I've done semver, vcs, and other libs this way. They aren't the business thing being sold but enablers of other things being build.
Interfaces are great and we need more standard interfaces. They make is possible to have open source and proprietary solutions that work with the same stuff. Businesses can compete and work with more freedom to do so with open interfaces.
Businesses trying to have an open source software SaaS that they run in public clouds are always going to be at a disadvantage. The public cloud provider can always do it cheaper and undercut the business. Businesses that try to go that route will end up having business issues.
Physical products are another space all together. It's the thing (hardware + software) that make it work. Open source software is great there, too. I see it in the car I drive.
Where we license things as open source should be coupled to our thought out business models. It's not an open source or post open source world. It's about the right tool for the job in front of us. We need more thought and talk on that.