I wonder if people are actually leaving Jetbrains' products for VS Code, or whether VS Code simply has more new people starting to use it. People who, probably, wouldn't have used IntelliJ anyway (just like many, many people used to use Eclipse – and, likely, many still do).

Looking around me, I see many people who have to work on crappy corporate PCs where management figures VS Code is good enough, and it's free, so why pay for IntelliJ? And since the devs themselves don't seem to complain, they'll just use VS Code.