> 1) The First Amendment says nothing about which content companies must produce, promote, or allow with their resources and on their platforms.

It's not just that it says nothing about these things. It says the opposite of these things.

Any legal or social norm that attempts to enforce what content is produced, promoted, or allowed on private resources and platforms is fundamentally authoritarian. This includes the "principle of free speech" from your 2nd statement. The first amendment is a protection against authoritarianism. Using the ideas behind it to coerce private parties into hosting or promoting content they don't want to is a bit perverse.