Eric Weinstein most recently explained his Kayfabe theory on the Joe Rogan podcast, in this Episode: https://www.youtube.com/watch?v=wf0_nMaQ6tA He also makes reference to this particular article.
I found the video to be worthwhile overall. For anyone looking for the Kayfabe-specific part, though, it starts at about 23:40: https://youtu.be/bsgWSPWX-6A?t=1420