It seems to be at about 7:51 that he starts talking about the problems he sees with current open source. Here's a link to that point in the video [1].
Around 12:47 is where he finishes that and concludes we cannot fix open source, and talks about "Post Open". Here's a link to that point in the video [2].
[1] https://youtu.be/XRl-it1-ruI?t=471
[2] https://youtu.be/XRl-it1-ruI?t=767