I had the same impression but I wouldn't call it competitor after watching their video: https://youtu.be/zeonmOO9jm4?t=4032

They support syncing to Iceberg by writing the manifest and metadata files on demand, and they already have read support for Iceberg. They just fixed Iceberg's core issues but it's not a direct competitor as you can use DuckLake along with Iceberg in a very nice and bidirectional way.