I actually agree with everything your reasoning, I just disagree with this

I am entirely serious when I say that I expect Unity to die (largely because the exec team is definitely not going to be sacked).

They should die for what they did, but I’m a cynic and have absolutely no faith in management nor individuals to change when they have to. Basically everything around us is proof of it. There are already discussions from people complaining that Godot isn’t business ready and can’t possibly be an alternative: better move to Unreal. Absolutely nothing has been learned by the majority.

Only time will tell just how able and willing decision makes are willing to change.