I think that use-case will be one of the few that survive the bursting of the bubble. It is relatively high return on investment.
The way we use 'agents' though, I'm more doubtful about. An agent uses many many times more tokens than a basic search / text chat does. This article claims 600x more tokens - https://piefed.social/c/climate@slrpnk.net/p/2262610/the-real-energy-use-of-agentic-ai-agents-use-about-600x-more-energy-than-simple-ai-prom. No doubt the numbers are debatable but still a useful ballpark kinda thing.
It's hard to see the economics of that being viable once the VC money runs out.