I see this a lot, but I think it's irrelevant. Even if this is a bubble, and even if (when?) it bursts, the underlying tech is not going anywhere. Just like the last dotcom bubble gave us FAANG+, so will this give us the next letters. Sure, agentsdotcom or flowsdotcom or ragdotcom might fail (likely IMO), but the stack is here to stay, and it's only gonna get better, cheaper, more integrated.
What is becoming increasingly clear, IMO, is that you have to spend some time with this. Prompting an LLM is like the old google-fu. You need to gain experience with it, to make the most out of it. Same with coding stacks. There are plenty of ways to use what's available now, as "tools". Play around, see what they can do for you now, see where it might lead. You don't need to buy into the hype, and some skepticism is warranted, but you shouldn't ignore the entire field either.