I don't get your point.
His point is that if Excel lost the business world, the fact that people do things like write games in Excel will not save it, and he is asking you to understand that the assertion that Unity is used for more than games is roughly analogous, which it is.
My point was that it is comparing an engine to an engine + more. I do agree that the engine is central, but it is much broader than games.
Please don't claim it's similar to making games using Excel, it really isn't. But it explains why I didn't understand what he meant, so that's something at least.
What I am trying to tell you is that the revenue breakdown you are using to justify this statement doesn't actually say that. What it says is that due to unity's pricing model, the bulk of the revenue they are making isn't all engine license revenue (which is both game and non-game), it is other services, almost all of which such as voice chat and asset store are strictly game-related.
In other words, Unity may be more than games, but they are entirely game dependent. It doesn't say that revenue is non-game.