Not sure if this is sarcastic, but there are effectively no consumers (as opposed to corporations) with AI subscriptions; the number of paid ChatGPT users is a rounding error. In the long run we should not expect the number of paid consumers for LLMs to be significantly greater than the number of paid consumers for search engines.

There are 50 million consumers with paid ChatGPT subscriptions as of Feb 2026.

I wouldn't call that effectively none. It puts them at about 1/6th the subscriber base of Spotify or Netflix.