Unless you're using an enterprise plan or pay per token, you're not hurting their business at all by cancelling. The consumer plans are heavily subsidised.

Cancelling is the only language these companies understand.

Even Disney couldn't ignore the mass cancellations after dropping Kimmel and Disney+ bearly turns over a profit.

I think their consumer plans are gross margin positive but OpenAI has ~50M paying subscribers driving >$10B in revenue.

Realistically, you need at least ~1M subscribers to cancel to make this painful.

But I suspect this will get drowned out in the face of other news.

Does it matter? These AI companies need to be able to prove that users are willing to pay at all, even if they're not paying a profitable amount of money. If investors see that they're dumping money into something that's not selling, why continue to do so?

It will hurt in future funding rounds if their subscriber metric is stalling or going backwards, regardless of how many of those subscriptions are profitable.