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I took their comment to mean “companies offering VPN services as a subscription for the purpose of privacy”.
It wouldn’t be hard to target those companies specifically while leaving every other “legitimate” (in their view) use cases for VPNs alone.
A lot of people aren’t aware that VPNs are used to connect to internal networks, just “it’s this thing that I see commercials about that says it protects my privacy and allows me to access content not available in my country”. Hell, if you asked them what VPN stood for 90% of them would be like 🤷♂️
I work in IT and can tell you that most people have zero clue about technology, even the things they use every day.