He talks about a parallel universe growing in the shadows, open-source developers/creatora building in public and breaking the rules of victory and monetisation by providing value. However, it's true that he doesn't provide any examples or mention any projects.
Discussion
I see the open source trend he is talking about but I don't see it making any money. he says its "winning" but its hard to say that in comparison to the millions of dollars that the traditional (exploitative) system makes