@TheLongHaul's post on eToro.com
www.etoro.com
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disclaimer: I work in a game studio that also has a publishing arm. I also hold a small amount of Uniy stock on etoro, I do not hold any other Unity stock outside of eToro.
Due to the role I have, I will generally avoid my own thoughts on Unity from a customer perspective, but will try to comment from the perspective of an investor who has some insight in to the industry. I will leave a lot of links to publicly available information and publications rather than spend more time trying to summarise - this has taken a massive amount of time to put together!
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This is a changing situation and anything stated here can change quickly, but also some of the information linked was from a point in time where things were different or have since been clarified or outright changed.
The narrative from the industry skews negative, but it is not all negative and tends to be much more nuanced than many people on eToro (and possibly wider investing circles) seem to realise