I do feel this is a major shifting point for gamedev in general. For 3D game engines that "anyone" can use Unity and Unreal are the big two, with Unity being ball park 2x the community size of Unreal. Unity doesn't seem to have as many AAA releases but Subnautica is notable to me. I think it will be the smaller studios and indies that will be impacted most by this. The cost-per-install pretty much nukes the f2p model and low cost games. A more conventional revenue split would have made more sense, but it doesn't feel like that is Unity's goal. Apparently the current head of Unity is the same person who was responsible for the EA lootbox thing some years ago, so they got history in this area.