Watch any of his talks and you'll know for him it's definitely the latter. He's complained about bloat and the web stack in particular plenty of times.

Here's a really good talk by him that dives into it, titled dramatically "Preventing the Collapse of Civilization": https://www.youtube.com/watch?v=ZSRHeXYDLko

Also note he's currently developing a programming language called JAI that's trying (and seems like it might ultimately succeed) in being a faster and smoother alternative to C++ for developing games.