fiscally the impact would be a membership fee which is a small percentage of revenue
The organization is fairly well diversified in terms of members and revenue sources but we appreciate Google's continued support in helping the organization grow, we think it's benefited them in projects like Kubernetes where the work is done by a larger community all working together: https://www.cncf.io/cncf-kubernetes-project-journey/
That's good, but Google is still the single biggest Kubernetes contributor. If they decided to take their ball and go home, it would leave the project in the lurch. It's a risk factor. Is it likely? No. But it's not outlandish.