That makes me worry too. If you were a new developer, there's not much incentive on using Unity unless you want to create AR stuff, and I think most of us became developers wanting to create games (and AAA is the gateway drug). Meanwhile UE4 gives you thousands of assets to boot, monthly stuff, a more robust engine. Unity is trying to go the service route, selling ads (which google undercuts their price), selling havok, selling tutorials, selling analytics, selling their online platform (which is still not ready), machine learning farms, third party software (while Epic gives mixer for free). I'm probably not alone that the only thing that keeps me using Unity is the great assets they have (and UE already made a move to pay them more). I think their best move is to just focus on mobile and web, which is kinda sad for all of us doing bigger projects.