They haven't heard anyone. They are just playing the "Overshoot then Back Off" negotiation playbook.
This completely wrecked faith in Unity. They also took too long for this response. If it was their plan, it was an absolutely terrible one.
Getting people to use their ads was imo the main plan for them.
But they completely botched it by using a stupid fee structure and disregarding all the non-ad supported game developers who obviously won't get the waiver.