Before that podcast was this article by Balaji:

The Fiat Crisis #173442 https://balajis.com/p/fiat

And after that podcast was this article by Balaji that also is closely related:

Too Fake to Tell #188561 https://balajis.com/p/too-fake-to-tell

And if you want the video for this, the video was posted twice, and neither made it to the front page on SN:

TFTC: Balaji Srinivasan | Fiat Crisis #187305