Beyond continuing to dominate the indie/pro game dev space, and slowly but surely expanding the scope and capabilities of the Unity Asset Store (devs selling code and assets to fellow devs), they're firmly on board the "democratization" train: make game development available to everyone [1].
Looking to the horizon, post VR hype, they're trying to take this further with experiments like Carte Blanche, which is creating VR from within VR itself for non-technical users [2].
But a consumer-oriented approach isn't in their DNA and isn't well aligned with their core business. Meanwhile, VR/AR startups who are entirely focused on this view of the world will evolve the right DNA and could build significant consumer-oriented value over the next few years. A war chest will come in handy if Unity wants to acquire that value and inject new DNA.
Looking to the horizon, post VR hype, they're trying to take this further with experiments like Carte Blanche, which is creating VR from within VR itself for non-technical users [2].
But a consumer-oriented approach isn't in their DNA and isn't well aligned with their core business. Meanwhile, VR/AR startups who are entirely focused on this view of the world will evolve the right DNA and could build significant consumer-oriented value over the next few years. A war chest will come in handy if Unity wants to acquire that value and inject new DNA.
[1] http://venturebeat.com/2015/11/13/unity-has-democratized-gam...
[2] https://labs.unity.com/article/carte-blanche