The issue is that, Unity are in a very odd place of the market. They completely ceded high end gaming to Unreal. They have reasonable alternatives like Godot on the other end. So their main markets are:
1. Enterprise - which is fickle
2. Indie devs aspiring for success - who are going for cheap
3. Mobile (which might include 2)
4. A very few AAA games
I think this move will alienate a lot of their indie clients in the hopes of getting more money from their higher end clients. For those indie clients, hitting 200K of revenue is a much closer dream than 1M of revenue, and they'll see that Unreal gives them more "high end graphics".
So I understand Unity's position, I just think they're alienating one of their biggest bases. Even if they don't make money directly off of them, those are the people who often advocate for use of Unity in other areas like Enterprise.