Pretty sure they are implying that the actions of the current president/administration are causing people to re-evaluate US dependencies. I don't really understand the first half
Ahh, the sales rep is Trump, that makes sense, thank you. I thought Jacques meant they had lobbyists somehow.
1. There's no meaningful European competition.
2. Trump is making everyone scared to use US hosting.
So they're leveraging for extra profits.
I think in the first part they are implying that there are very few independent companies to turn to.
(I also prefer comments that are clear without insinuations).