The current thinking is automated agents is what turns this from an industry in the tens of billions to a multi trillion dollar one. So yes you are right on the money, agents stimulate demand for this thing they've built.
AI is expanding to meet the needs of expanding AI. Why worry about jobs? AI will provide plenty of work. If anything, I worry we'll be working more, not less. All that AI will need someone to vouch for it and to scapegoat when it makes mistakes.