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(+2)

Mark my words it will definitely affect everyone, people will ask you "Is this made in Unity" and since this site is indie dev dominant, they might not buy your game. Or even donate to your WebGL game.

I understand that this is kind of a "shitstorm" and that things might go into this direction. But as a matter of fact: Unity was never a charity-company. Also in the past they forced you into paying, if you earned money with your projects. And they take a substantial share if you buy stuff in the asset store. And the asset store is full of crappy assets - when you buy one, and it turns out that you cannot use it, good luck with getting your money back.

So, from my point of view: It does not change much...

From a financial point yes you are right.
But if you want to make a game with the purpose of selling it, it will be tied with Unity's tarnished fame. You will lose sales. Especially on itch. Many people make Unity games here and selling them for 1-5$+.

You think Unity will become the next AI-made? ;-)

Most certainly it will. I already have seen comments "Is this made in Unity"? haha.

One of my favorite games in Itch.io, Touhou Fumo Racing, is made in Unity. I'm gona keep safe in my own repository the latest version of the game.

Will you buy Touhou Fumo Racing when it releases knowing that it will have an install tracker?
I won't.

(+1)

That is the aspect of all this that worries me most. I have not dug deep, but how do they plan to track all this stuff? Do projects that meet the threshold get a mandatory addon for installation tracking? Will there be an eula we have to agree to even play those games?

Because there are things that would be quite illegal under current privacy and data protection laws.  And tracking is only possible via phoning home. Tracking sales is trivial. Tracking installations for drm free games is inherently impossible. Because it would constitute drm. Granted, this would hurt the developer in theory, but once there is infrastructure for all this, there are all kinds of things, those nice Unity CEOs might come up with to upsell to naive developers.