It much easier to manage Unity licenses when we can't actually install it on our machines :)

Unity has this high level plan to be in the business of hosting things, assets in source control, cloud builds, metrics. I'm sure they will have workstations you can rent, same as MS is doing.

I wouldn't be surprised to see a service where developers can provide streaming test builds to end users. (Much safer than sending end users builds in a world where DRM is mostly useless)

Especially Unity-born DRMS. I see them consistently defeated by trivial means. It seems ridiculously expensive to properly secure a Unity build.