Over time Godot will eat into both Unity and Unreal. No indie developer will want to hitch themselves to these locked down commercial engines. Only big gaming firms will do it, because they want the support and maturity. Or niche businesses, such as ArchViz. They have teams to do license negotiation.

For indie devs, this is the first time you can "own your entire codebase" while including a technically capable and sophisticated engine that wasn't written in-house. This gives them free reign over how to distribute their games and code. They can even give their players full access to the code itself, which is a game changer for preservation and modding.

As Unity and Unreal mindshare drains, Godot will pick up serious steam. An entire ecosystem will form. Godot will catch up, feature for feature.

Epic Games is currently chasing {games, film, archviz, automotive, Geo/GIS, etc.} with Unreal Engine, meanwhile small and nimble startups will leverage open source Godot to fully throw themselves at each of those markets. They'll do a better job than Epic could ever do with their divided attention.

Godot is going to change the future of several industries. It may slay the game engine giants.

Google, Amazon, and Apple will begin contributing to Godot. If the writing isn't on the wall for Unity and Unreal by that time, FAANG support will make it crystal clear.

W4 Games needs to make sure it protects itself from AWS Luna, Google Stadia, etc. so that it can set terms for those platforms favorably in the future. That way it can continue making money from building up this incredible platform.