The Ukraine stuff has nothing to do with it.

It's the feds attempts to wrangle inflation (caused by dumping trillions into the economy during COVID)by hiking interest rates. Companies with barely profitable or even unprofitable business models used to be able to borrow money at stupid cheap interest rates. Now that it's 7-8% they realize they have to figure something out.

It was this silicon valley "trade profits for scale and then we'll figure it out later" approach. That only works when cheap loans could float you until you hit scale or figured something out.

But in Unity's case I think it's partially that (they aren't profitable), but partially related to the stuff apple is releasing and doing lately.

I think unity is trying to get in front of a possible boom in Mac and apple gaming. Charge dev $.20 per install so you insure you get a piece of every game install and avoid a confrontation with Apple about app store rates.