I think he means that a significant portion of the value accrued by these companies (Amazon and Meta) has come about due to debasement of the currency. Money printing is unjustly good for asset owners (Zuck and Bezos) and bad for poor people with no assets. After bitcoinization this will no longer be the case.

See the Cantillon Effect: https://www.investopedia.com/terms/b/biflation.asp#:~:text=A%20Cantillon%20effect%20is%20an,Adam%20Smith%20and%20David%20Ricardo