From the outside it looks like Unity lacks focus and stamina more than anything else, lots of (what could be groundbreaking) projects started, but then semi-abandondend half way through with the key people behind those projects leaving the company.

And TBH, the 'chasing AAA' strategy was one of those things. IMHO Unity would actually be better off if it did focus on mobile. That's where the money is, where they are established, and where they don't have much competition.