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Comment by MontyCarloHall

12 hours ago

Kagi is too small and niche to have a proprietary dataset across its users large enough to make targeted advertising generate more revenue than subscriptions.

OpenAI/Google/etc. operate at a much larger scale, large enough for those proprietary user datasets to be worth far more in ad revenue than any reasonable subscription fee could net.

> Kagi is too small and niche to have a proprietary dataset across its users large enough to make targeted advertising generate more revenue than subscriptions.

All of this is true. But I don't understand why you are contesting @dsr_'s comment that Kagi is a counterexample. Both are true. Kagi is too small. Yes. And Kagi is a counterexample to your original "I think ads will inevitably roll out across all tiers" claim. You said nothing about being too big or too small in that claim. So @dsr_'s comment that Kagi is a counterexample is very much on point.