without any hard data one way or another your comment is worthless. "pile up subscriptions" - based on what? neither company is public. "piling up subscriber counts", "piling up API usage"? cool. how much money are they making? oh you don't know because they're not public.

the reality is one way or another that as long as there exists an alternative that a USA company could serve with the same compute rented from hyperscalers, this represents a threat, even if the extent to which is unknown