I think my take on the matter comes from being a games developer. I work on a lot of code for which agentic programming is less than ideal - code which solves novel problems and sometimes requires a lot of precise performance tuning, and/or often has other architectural constraints.
I don't see agentic programming coming to take my lunch any time soon.
What I do see it threatening is repetitive quasi carbon copy development work of the kind you've mentioned - like building web applications.
Nothing wrong with using these tools to deal with that, but I do think that a lot of the folks from those domains lack experience with heavier work, and falsely extrapolate the impact it's having within their domain to be applicable across the board.
I knew nothing about game development a few months ago. Now I've built a simple godot game. I'm sure the game is all pretty common (simple 2d naval combat game) but it's still impressive that a couple claude/gemini/codex cli sessions spit out a working game (admittedly, I'm not a professional artist, so THAT part of it has been painful since I can't rely on generative AI to do that, I have to do it myself with aesprite. But maybe a professional artist would know HOW to prompt for the artwork)
Agentic programming still needs devs/engineers. It's only going to take your lunch if you let it. And by that, I mean the FUD and complete refusal to give good faith attempts to use the ai/llm tools.