Your second point is just re-enforcing what he said. If MacBooks move ARM, they will have solved developer piece. Since so many developers use Apple stuff, ARM will be native and servers would follow.
In the 90s you could see a shift from people having a SPARC workstation in their office for service development, to just using a x86 PC with Linux or Windows on. Then after while developing for Linux/x86 and deploying to Solaris/SPARC made little sense, so you just put it on Linux/x86 in the end. The thing is maybe 95% of things just work and you spend all your time sorting the other 5%.