It's extremely hard to agree with Linus on that. One problem in his argument is that he believes that everybody has a kernel hacker mindset: most today's developers don't care about environment reproducibility at architecture level. The second problem is that he believes that every kind of development is as platform sensitive as kernel hacking, and he even makes the example of Perl scripts. The reality is that one ye…
It's very easy to disagree with him, because the server market doesn't work the way he think it does.
Google, Amazon, Microsoft and Facebook collectively purchased 31% of all the servers sold in 2018. The market for server hardware is dominated by a handful of hyperscale operators. The "long tail" is made up of a few dozen companies like SAP, Oracle, Alibaba and Tencent, with the rest of the market practically representing a rounding error.
These customers are extraordinarily sensitive to performance-per-watt; for their core services, they can readily afford to employ thousands of engineers at SV wages to eke out small efficiency improvements in their core services. They aren't buying Xeon chips on the open market - they're telling Intel what kind of chips they need, Intel are building those chips and everyone else gets whatever is left over. If someone else has a better architecture and can deliver meaningful efficiency savings, they'll throw a couple of billion dollars in their direction without blinking.
This is not theoretical - Google are on the third generation of the TPU, Amazon are making their own ARM-based Graviton chips and Facebook now have a silicon design team led by the guy who designed the Pixel Visual Core. It's looking increasingly certain that Apple are moving to ARM on the desktop, which further undermines the "develop at home" argument.
ARM won't win the server space, because nobody will win the server space. With Moore's Law grinding to a halt, the future of computing clearly involves an increasing number of specialised architectures and instruction sets. When you're spending billions of dollars a year on server hardware and using as much electricity as a small country, using a range of application-specific processors becomes a no-brainer.