His guess is that RISC-V will be successful because it's seen as RISC-V against ARM (monopoly), just as ARM succeeded against INTEL/HP in IoT etc in the 90s. A non-closedSource chip is good for those who want to build their products on top of the chip level.
The RISC-V foundation recently moved to Switzerland (to be more secure or something).
WP, Seagate, Huawei and Microchip (Arduino manufacturer) all are customers of ARM and don't like their monopoly.