I would contend that JetBrains has only grown even with VS Code around. They're still more than viable, support things on a near similar cadence (and even in some cases, faster and/or better) than VS Code gets support for it.
I agree with the rest, they've all mostly lost market share or completely no longer exist due to VS Code, but not IntelliJ, that platform is going really strong.
Though no doubt, VS Code has pushed JetBrains to rethink some things, and be better in general.
Free doesn't matter here. JetBrains is an established toolset that people pay for. They've already been competing with free, and free didn't put them out of business. In some ways, free likely made business better than ever (I know alot of devs that started with VS Code and moved to JetBrains for various reasons)
They can have all the money in the world and it doesn't mean much in this context.
For while Microsoft is going to invest heavily in a Cursor / Windsurf like product and likely do alot to ship it in their editors - likely with exclusions or lag times between updates on other platforms - there's zero reason for Google to do this for example, when they could sell through Gemini for Code as an extension across all editors.
I don't see JetBrains having issues because of AI tooling, for most of these companies, its a boon to be on the JetBrains platform. Especially because JetBrains has lots of enterprise customers who would naturally be very interested in buying AI tooling for their developers. Its a natural market
I agree with the rest, they've all mostly lost market share or completely no longer exist due to VS Code, but not IntelliJ, that platform is going really strong.
Though no doubt, VS Code has pushed JetBrains to rethink some things, and be better in general.