That article is quite dense with inaccurate information (e.g. they own a T-shirt factory), and a lot of guesses. There is no need to listen to a random guy idea about kagi’s AI approach when they have that documented on their site.

Also, the “blase attitude to privacy” is because of a technicality of GDPR? (Not having the ability to download a file with your email address) I am a big fan of GDPR, and their privacy policy is the best I have seen (I read the pp of every product I use and I often choose products also based on it), so really I don’t care about the technical compliance to GDPR (I am not an auditor), but the substantial compliance.

All-in-all, the article raises some good points, but it is a very random opinion from a random person without any particular competencies in the matter. I would take it for what it is tbh

EDIT: To add a few more:

• They achieved profitability (BTW, 2 years of operation and being profitable with 30k users, they really don’t know what they are doing /s)
• Their price changed twice. It was raised once, and the change was reverted later on, with unlimited searches. For me that is a great sign, especially considering the transparency of telling exactly how much each search costs for them.

Source: see https://blog.kagi.com/what-is-next-for-kagi (published ~1 month after the linked post).