The 2 projects he is referring to are 2 new layer1 projects and they are being evaluated as replacements for solana and some topcoins in the upcoming bull run. Those who are passionate about altcoins or like to find hidden gems, these 2 new names will not be too strange, I am also monitoring these 2 projects very closely, in the future they may replace sol and we also know that topcoins will often be replaced by better new altcoins.
Google may have just saved Sol a life from Hetzner, which is good news for Sol but not enough to say how good it will be in the future.