I assume that he is referring to "fearless concurrency", the idea that Rust makes it possible to write more complex concurrent programs than other languages because of the safety guarantees:
https://doc.rust-lang.org/book/ch16-00-concurrency.html
So the logic would go:
1. mold doesn't do incremental linking because it is too complex to do it while still being fast (concurrent).
2. Rust makes it possible to write very complex fast (concurrent) programs.
3. A new linker written in Rust can do incremental linking while still being fast (concurrent).
EDIT: I meant this originally, but comments were posted before I added it so I want to be clear that this part is new: (Any of those three could be false; I take no strong position on that. But I believe that this is the motivating logic.)