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I agree there are some cases that won't see a huge boost, but also DOM performance is a big deal and bottleneck for a lot of applications.

And besides performance, I think there are developer experience improvements we could get with native wasm component support (problems 1-3). TBH, I think developer experience is one of the most important things to improve for wasm right now. It's just so hard to get started or integrate with existing code. Once you've learned the tricks, you're fine. But we really shouldn't be requiring everyone to become an expert to benefit from wasm.

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With Google now pushing developer certification, Android and iOS practically being mandatory for certain basic functions like accessing your bank or certain government services, Webassembly would make web apps first class citizens that aren't subject to mobile operating system lockdown.

Being able to complete on efficiency with native apps is an incredible example of purposeful vision driving a significant standard, exactly the kind of thing I want for the future of the web and an example of why we need more stewards like Mozilla.

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FWIW my home computer emulators [1] already run at about the same performance (give or take 5..10% depending on CPU type) in WASM versus their natively compiled counterparts.

Performance is already as good as it gets for "raw" WASM, the proposed component model integration will only help when trying to use the DOM API from WASM. But I think there must be less complex solutions to accelerate this specific use case.

[1] https://floooh.github.io/tiny8bit/

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How does WASM solve the platform lockdown problem? That WASM will run in a third-party app that is subject to those restrictions. The system interface exposed within that runtime is still going to be limited in the same way a native app can't get real access to the filesystem, etc.
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Removing JS glue doesn't enable anything you couldn't do before. Those banks and governments still need to write the web apps, and they need to uncheck the security box which requires a hardware-attested environment.
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Except that the Web is basically ChromeOS Platform nowadays, thanks to all those folks targeting only Chrome, complaining about Safari, and shipping Elecron crap.
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> just to get 2x faster string marshalling

That is a useful benefit, not the only benefit. I think the biggest benefit is not needing glue, which means languages don't need to agree on any common set of JS glue, they can just directly talk DOM.

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If it "only" speeds up DOM access, that's massive in itself. DOM is obviously a crucial element when running inside a browser.
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agreed. no one needs the component model, and it's just a attempt for people to create work for themselves.

especially now with coding agents, the DX they think they are bringing to the table is completely irrelevant.

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