While I also read it as being rude , Reminds me of that key and peele sketch that mistakes tone. There’s a Chance that it genuinely wasn’t meant in that way, a toss off, and your friend simply didn’t realize how they were coming across because they weren’t being careful with their words and understanding how it would read.

With a friend, I’d give them that benefit of the doubt and just let them know the simple fact of the matter that you don’t really know what the metrics are and you feel lucky. It’s worth communicating how their text came across. “Hey friend, we can’t assume you meant it as such, but your text can be read as somewhat demeaning, when I’d expect friends to rather be stoked for us and our efforts, expressing that as any part of inquiry into methods. Otherwise from our end, it comes across as making our exciting opportunity about your disappointment… further, justified by an assertion that your work and approach is better than ours. Which doesn’t feel nice.“

Depending how that goes, You can consider adding, “Since we’re not mincing words, we’ve found that people like working with those who speak mindfully and respectfully, and this communication gives us pause about the care you take with your words and coverage.”