It remains to be seen if companies are going to spend more effort in to making AI-accessible design than they do user-accessible design.
If the believers get what they want, soon there will be no more human users and all traffic will be driven by bots.
It's the same as SEO.
No one does SEO because they're trying to help Google.
You do it because you're trying to help the people using google. (Edit: or trying to make money by driving traffic for ads)
Whether or not companies spend time on AEO is directly tied to whether LLM/agents/AI/etc end up becoming a lead channel that buyers use to research products to buy.