I think we agree in our understanding, but condensing it down to "TSO isn't as much of a deal as claimed" is misleading:
* Efficient TSO emulation is crucial (both on Windows and elsewhere)
* The blog claims hardware TSO is non-ideal on Windows only (because Microsoft adapted the ecosystem to facilitate software-based TSO emulation). (Even then, it's unclear if the author quantified the concrete impact)
* Hardware TSO is still of tremendous value on systems that don't have ecosystem support
> [volatile metadata] doesn't help executables compiled with non-MSVC compilers like Clang, nor any JIT code, nor is there any documentation indicating how to support either of these cases.
That's funny, I hadn't considered third party compilers. Those applications would still benefit from ARM64EC (i.e. native system libraries), but the actual application code would be affected quite badly by the TSO impact then, depending on how good their fallback heuristics are. (Same for older titles that were compiled before volatile metadata was added)