The $83-Out-of-Every-$100 Problem
The numbers speak for themselves: according to Datadog's State of Cloud Costs 2024, 83% of container-related costs go to idle resources. Break that down and you get 54% from over-provisioned clusters and 29% from workloads with resource requests inflated well beyond actual consumption. For every $100 your organization spends on containerized infrastructure, $83 funds capacity that never processes a single request.
If you've ever spent a week wrestling with HPAs and VPAs in Kubernetes, you already know exactly what those numbers mean.
| Category | % of Total Spend | Root Cause |
|---|---|---|
| Cluster idle | 54% | Over-provisioned nodes |
| Workload idle | 29% | Resource requests > actual usage |
| Effective usage | 17% | Compute actually processing traffic |
Calling WebAssembly a "container killer" makes a great headline. It doesn't survive scrutiny. What Wasm actually proposes is an alternative for the segment where containers are most wasteful: ephemeral, stateless workloads that spin up, sit idle most of their lifespan, and get torn down. The pitch is radical within that specific niche — not optimizing idle, but eliminating it entirely.
Cloudflare processes over 10 million requests per second on WebAssembly across 330+ edge locations. Production traffic, not lab benchmarks.
Who's Betting Real Money on WebAssembly
Before diving into the technical details of WASI 0.3, it's worth looking at who's actually writing checks. In December 2025, Akamai acquired Fermyon for an undisclosed sum. Fermyon had raised $20 million from Insight Partners to build Spin, a WebAssembly-based FaaS platform that achieves cold starts under 0.5 milliseconds and app relaunch times of 52 milliseconds. This wasn't an acqui-hire. Akamai operates over 4,000 Points of Presence globally, and integrating Spin plus SpinKube (a CNCF project) into that infrastructure means the CDN with the largest global footprint is building its edge compute strategy on WebAssembly. When a company with a ~$15 billion market cap makes that bet, the signal is unambiguous.
Adobe provides concrete numbers from the deployment side: after migrating to wasmCloud, they reported a 30% reduction in infrastructure costs, 80% faster deployments, and sub-millisecond cold starts.
The institutional ecosystem reinforces the trend. The Bytecode Alliance — the consortium governing Wasm server-side specifications — counts Microsoft, Google, Intel, Fastly, Arm, Shopify, and Mozilla among its members. wasmCloud reached CNCF Incubating status in November 2024 with 3,275 contributors (+21% YoY) and 1,172 participating organizations (+16% YoY). In my decade of analyzing CNCF project metrics, a health score of 76 with double-digit growth in corporate contributors is a reliable indicator of real traction, not a hype cycle.
What WASI 0.3 Actually Changes Under the Hood
Until now, WebAssembly outside the browser had a fundamental problem that no amount of serverless cold start optimization could fix: no native async I/O. WASI 0.2 forced modules to operate synchronously, meaning any network or disk operation blocked the execution thread. For real HTTP workloads — where a single request might involve database queries, external API calls, or storage reads — that limitation kept Wasm in the "interesting toy" category rather than a viable production alternative.
WASI 0.3, expected to finalize in February 2026, introduces stream<T> and future<T> types directly into the Component Model. Not a callback wrapper. Not a polyfill. First-class async at the Canonical ABI level.
What This Concretely Solves
The function coloring problem goes away: a component can export a synchronous function that internally consumes async imports, and vice versa. The runtime (Wasmtime 37.0.0 already supports this as an experimental opt-in) handles the conversion transparently. You write synchronous Rust or Go code and deploy it to an environment handling thousands of concurrent connections — no rewrite required.
| Version | Resource Types in wasi:http | Relative Complexity |
|---|---|---|
| WASI 0.2.4 | 11 | Baseline |
| WASI 0.3.0-draft | 5 | -55% |
Six fewer resource types. Each one a runtime must implement represents attack surface, documentation to maintain, and a design decision every SDK must abstract away. Going from 11 to 5 lets the tooling ecosystem mature faster.
Wasmtime 37.0.0 also ships with initial support for Linux PAGEMAP_SCAN, which accelerates serverless instantiation by reusing pre-initialized memory pages. Kernel-level optimization. This is no longer an academic project.
The Fine Print Nobody Reads
12,000 out of 29,000 simple C programs compile to stable Wasm binaries. A success rate of 41.4%.
That number should be bolded in every article proclaiming WebAssembly will "replace containers." It never is. It's easier to talk about fast cold starts than to confront the toolchain reality for languages that aren't Rust.
Rust has first-class Wasm support. Go works with limitations. Java is improving via GraalVM. Python is experimental. And the vast universe of existing C/C++ code — the kind that powers databases, proxies, and runtimes — faces a compilation barrier that WASI 0.3 doesn't address, because the problem isn't async I/O but compiler coverage. It's frustrating that in 2026 we still lack public compilation success metrics by language beyond the cherry-picked benchmarks each vendor publishes.
Then there's the deeper issue: Wasm doesn't support long-running stateful services. If your workload is a database, a distributed cache, or a message queue, containers remain your only option. The Component Model is in W3C Phase 2/3 with no browser support, which confines the "write once, run anywhere" promise to server-side. WASI 1.0 — the version enterprises need to standardize with confidence — won't land until late 2026 or early 2027.
Solomon Hykes, Docker's co-founder, has been explicit: WebAssembly is "absolutely not a replacement" for containers and still lacks "a mainstream server-side use case." Coming from someone who said in 2019 that if Wasm and WASI had existed earlier, Docker wouldn't have been necessary, the walk-back is telling — and conveniently self-serving for someone whose legacy depends on containers staying relevant.
Disclaimer: my analysis is based on publicly available data. I don't have access to vendors' internal compilation metrics or their enterprise adoption figures.
So Should You Actually Care?
Docker Desktop already supports running native Wasm containers alongside traditional ones. Docker, predictably, prefers the complementarity narrative. Here's what this actually means for your infrastructure: a hybrid architecture where ephemeral stateless workloads run on Wasm (sub-millisecond cold starts, 2-10 MB binaries, 1-10 MB memory footprint) and long-running stateful services stay on containers.
| Criteria | WebAssembly | Containers (Docker/K8s) |
|---|---|---|
| Cold start | 0.5ms - 500ms | 2-5 seconds |
| Binary size | 2-10 MB | 100-500 MB |
| Memory | 1-10 MB | 100 MB+ |
| Stateful workloads | Not supported | Full support |
| Job market | ~80 listings on LinkedIn US | Thousands |
| Toolchain maturity | Rust excellent, rest limited | Universal |
The job market tells its own story: roughly 80 WebAssembly positions on LinkedIn US versus thousands of Kubernetes/Docker roles. Production adoption is growing — 5.5% of Chrome page loads now use WebAssembly, up from 4.5% — but the talent ecosystem hasn't caught up.
The bottom line is this: if your container bill exceeds $50,000 per month and more than 60% of your workloads are stateless and ephemeral, run a pilot with Fermyon Spin or wasmCloud on a non-critical segment. Measure the cost delta over 90 days. If the reduction exceeds 20% (Adobe hit 30%), you have a business case. If it doesn't, right-sized containers remain the rational choice. This isn't about faith in a technology. It's about measurement.




