They’ve been collecting metrics for months and plugging them into spreadsheets to figure out exactly how profitable this will be, just waiting for the right moment to pull the trigger.
They knew it would be incredibly unpopular. They knew it would likely kill the company one day.
But the spreadsheet doesn’t care about any of that so neither do they. They sold off stocks then made the announcement.
When the changes go live, they’ll squeeze everything they can out of successful projects, who will be left in a position of “losing 50% to Unity is better than losing 100% from pulling the game”.
They’ll stuff their pockets with us much of that money as they can and when the spreadsheet tells them to, they’ll pull the plug and strip the company for parts.
It was the best thing for them and that was all that mattered.