I don't think that in any way contradicts his position
>And the only way that changes is if you end up saying "look, you can deploy more cheaply on an ARM box, and here's the development box you can do your work on".
Sure, as soon as these merge and you have a development platform as productive as a desktop computer that allows you to natively build for ARM, then absolutely, it could displace x86. And maybe when (if) the two platforms really merge that could be a real possibility.
>And the only way that changes is if you end up saying "look, you can deploy more cheaply on an ARM box, and here's the development box you can do your work on".
Sure, as soon as these merge and you have a development platform as productive as a desktop computer that allows you to natively build for ARM, then absolutely, it could displace x86. And maybe when (if) the two platforms really merge that could be a real possibility.