Wow, so if I understood correctly, basically anything that's free (not counting demos or subscription services) is fucked. 200k installs is a lot of installs, but from what I've heard it's not hard to rack up a bunch of installs if a YouTuber or Twitch streamer picks up your game (if it's free). Additionally, it sounds like it's not taking into account things like piracy, which means anyone who pirates the game is fucking over the developer by potentially running up the number of installs the game has had. What a shitshow. I wonder how many larger devs like VRC will try to pivot away from unity. I know full well how hard it is to get away from an engine you've been developing on, but there's a number of games like VRC that could get taken offline if the devs can't pay the new royalty scheme. That's not even including all the games that could get delisted because the devs aren't making money on them anymore. Hell, it sounds like under this scheme, even a game that's no longer offically available could run up a dev's bill.
Rip unity indeed.
Edit: I was curious about what kinda nutjob would make a move like this. Good ol' John Riccitiello. Good ol' John "game devs are idiots for not having microtransactions" Riccitiello. I had hoped he'd died and gone to hell after he got booted from EA, but nope! Apparently he's still alive and kicking. Good ol' John Riceroni. What an amazing man, that John Tortellini.