Earlier quoted context omitted.
I don't think you understand Photoshop and its business if you think people are replacing it with ChatGPT or Gemini... the point of the article is that the whole "SaaS is dead and AI killed it" media narrative is bs propelled by the ai hype cycle.
And the point of the comment you are answering is that the market you are talking about has taken on a different form. The difference is that normally, people would perhaps pay a company to buy a PS license, or pay a professional to edit their images, however now this market segment will just use VLMs to edit the image to what they need.
Some of those tools will use VLMs to provide more advanced features instead of implementing it themselves, making competing for a broader subset of users feasible.