Comment by PeterisP

If a LLM (or any other tool) makes so that team of 8 can get the same results in the same time as it used to take a team of 10 to do, then I would count that as "replaced 2 programmers" - even if there's no particular person for which the whole job has been replaced, that's not a meaningful practical difference, replacing a significant fraction of every programmer's job has the same outcomes and impacts as replacing a significant fraction of programmers.