My understanding is that the undriven pair are effectively out of circuit, in regard of ac, they’re not there.
Ahhh yes, but what impedance are they wanting to see at the output transformer primary, given that the screens, cathodes and plates of all four tubes are still connected?
If you ‘neutralise’ the control grid voltage to a steady state DC (which means having no signal at the grid, so it’d need to be disconnected from the other grids), then the voltage swing on the plate (that is still connected to the OT Primary, whose voltage is changing as a result of changes in the other tube), will attempt to produce tube current that has to be sourced/sunk by the other electrodes. Only positive voltage at the plate and screen can attract surplus electrons from the space charge at the cathode (while the relatively-negative voltage at the signal grid would repel most electrons). Anything that got past the signal grid, would be further shielded by the fixed voltage at the screen, which would in turn mostly shield any voltage changes in the plate from current sourced from the cathode. (If you lowered the screen voltage enough, you could turn the tube off.)
Impedance is resistance to changes in current, so if there is minimal change in current at the plate (despite having large voltage swings on the plate), then there will be minimal impedance to that tube.
The other tube (that is powering the changes in current through the OT) now only sees 1/2 the load impedance from the OT secondary (all other things being equal) despite having the same voltage swing as before, so more current has to be sourced through the tube under signal conditions, and that tube works harder (for no additional benefit).
All this is academic.