I think you're right, mostly, but... While I'm sure Jim Keller will make great silicon, I'm not sure how good he's going to be at shaping the SW platform thing. I hope he will, I'm rooting for him, but I feel that this might be a novel challenge for him.

Geohot is abrasive to say the least, and, no, this is not a model for productive discourse(I'll try not to bring in some of his hot takes on the stream because giving them stage is probably also not productive) But I do think he has good taste in SW and he might be right about the number of layers of abstraction.

For context, geohot wrote this live on a twitch stream.