From a pure driver development perspective, you are totally right. No disagreements there.
In a larger context, though, as a developer of applications, I can say for sure that I'd rather see better tools in general than a specific set of performance improvements in the drivers. When it comes time to start optimizing, getting truly powerful tools in place (which will swamp the driver size, even in the proprietary world) will take far more work than making some set of optimizations, but will in the long run allow more and better optimizations.
To be blunt, NVIDIA's driver team beats the pants off the ATI driver team, and I can't help but wonder if the reason for that is simply the insanely high quality tools NVIDIA has available. The PIX stuff was originally designed for ATI hardware but is mostly limited to Xbox development, due to the xbox devkit graphics hardware having more advanced debugging facilities than consumer graphics cards. I believe PIX now works on Windows as well, though I do not know to what level of functionality compared to the Xbox. If the newer consumer ATI hardware has the necessary features, I can't express how much I want it exposed, from an application developer perspective, not a driver perspective.
In many cases, the driver isn't even at fault. If the app is doing something dumb, the driver can try to add hacks to make it faster... but it's better to just fix the app. Especially in the Open Source world. But that requires that the app developers have the quality of tools available on OpenGL/Linux that are available on DirectX/Windows.


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