How many pay? And out of that how many are willing to pay the amount to at least cover the inference costs (not loss leading?)

Outside the verifiable domains I think the impact is more assistance/augmentation than outright disruption (i.e. a novelty which is still nice). A little tiny bit of value sprinkled over a very large user base but each person deriving little value overall.

Even as they use it as search it is at best an incrementable improvement on what they used to do - not life changing.