Unity has been very inconsistent about communicating what will and will not be counted. I've seen two different channels from Unity saying that demos will or won't be counted. And practically, Unity has no way to verify what is and isn't a fraudulent installation (or if they do, they're not telling us). Imagine the pain in the ass it's going to be too contest this bullshit. And the risk remains unlimited because installs on new machines count.

Ultimately the main issue is that people made business decisions about using Unity under the assumption that the license and payment structure they were using could not change. That is no longer true by demonstration. I'm sure there's a lot of devs who are simply unwilling to deal with a vendor who changes the terms like this.