I don't believe that's correct because IPv6 could have time-multiplexed ports, too, which would vastly extend the IPv6 space if the podcaster wants to compare apples to apples.
Yeah I'm note sure I entirely agree with his arguments around the address space.
His other points seem stronger, like how IPv6 is a mess for backbone router hardware due to variable length headers, how to get IPv6 working really well requires you to control the entire network and how it might not matter much since we're moving towards a naming-oriented network. Overall interesting podcast IMHO.
I don't believe that's correct because IPv6 could have time-multiplexed ports, too, which would vastly extend the IPv6 space if the podcaster wants to compare apples to apples.