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He lied about stopping use of GrapheneOS. He can be seen in videos long after still using GrapheneOS on his Pixel. Also, the reasons he stated for not using/trusting it were nonsense. There was not, and is not, a technical way to target a user with malicious OTA updates.
He was also one of 3 owners of a for-profit telecom that included Nick Merrill (Founder of Calyx). https://sec.gov/Archives/edgar/data/2009536/000200953624000001/xslFormDX01/primary_doc.xml is the SEC filing for shares issued in February 2024 .
I don't see how any of this is an excuse to what has been said in the chats. Micay also lied about stepping down from GOS.
Ok first of all: GrapheneOS is great, probably the best alternative Android OS, but their PR skills are rock bottom. Still, many ignore that due to how good it is.
With that said, I don't believe their claim that it's impossible for them to target a user with a malicious OTA: their reason is basically that the update server never even knows who is downloading, and so it can't send a different file to just one user. That's true, but thet could, in theory, make a single OTA that everybody gets, but checks for a specific IMEI or other device ID and only there enables some malicious payload.
I trust them not to do it, for many reasons, but technically they could. I also don't think they'd do it to Louis, despite the beef they have with him.