我对卡吉失去了信心
I Lost Faith in Kagi

原始链接: https://d-shoot.net/kagi.html

Lori 的博客文章表达了她对 Kagi 的失望和缺乏信任,Kagi 是一个以隐私为优先的付费搜索引擎。 她分享了她对卡吉失去信心的几个原因,首先是卡吉过度扩张,超出了其核心使命。 该项目包括各种产品,例如搜索引擎、人工智能工具、名为 Orion 的网络浏览器以及即将推出的电子邮件服务,但这些产品似乎都没有盈利。 此外,在他们试图获得知名度的过程中,他们花费了很大一部分资金来创建 T 恤制造业务,为该企业分配了总资金的三分之一。 洛里(Lori)对卡吉(Kagi)的税务处理提出了担忧,称他们在销售税成为强制性规定之前两年没有缴纳销售税。 此外,她批评 Kagi 对人工智能的严重依赖,认为想要摆脱人工智能驱动的搜索引擎的用户可能不会对 Kagi 的产品感到满意。 此外,洛里提到卡吉在隐私方面的做法不一致,质疑该公司对维护用户机密的承诺,特别是在公司潜在出售和用户数据共享方面。 总的来说,Lori 最后分享了她对 Kagi 的可持续性及其与其他搜索引擎相比的价值主张的怀疑。

Kagi 是一家搜索引擎和浏览器提供商,由一位用个人资金创办该公司的个人创立。 该公司重视隐私,不依赖传统的广告收入。 相反,它专注于为用户创造出色的搜索体验,强调快速且相关的结果。 然而,一些用户对 Kagi 将资源分配到改进搜索功能之外的举措(例如 T 恤促销)表示失望。 这些用户将增强的搜索功能置于附加功能或服务之上。 尽管存在这些担忧,Kagi 仍然致力于其使命,并继续开发其搜索技术和浏览器产品。
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原文
lori's blog - Why I Lost Faith in Kagi

I've posted many times before about paid search engine Kagi but I really wanted, like I have with other sites in the past, to make a post that just outlines why I don't have any faith in it. Because the majority of my reasons come from being in their Discord, which tons of average users will never really look at, and I suspect a lot of Kagi supporters do not know a lot of this backstory. This isn't a heavily researched deep dive or anything, I feel like I always need these kind of disclaimers when I'm just posting my thoughts about something backed up with my reasons for thinking it...it's just a quick rundown of why I personally went from a Kagi subscriber to a Kagi Naysayer, so that I can have my reasons in one place that I can link others to. And I have seen a lot of people recommend Kagi that I personally know would be a lot less interested in doing so if they knew this information, but they don't because it's not readily apparent just from using the site.

For those unfamiliar to start with, Kagi is a paid search engine that purportedly focuses on privacy. It's meant to be a no-nonsense platform focused on being the best search it can be. Frankly, I think at this point it's a very nonsense-focused platform that has an extremely disinterested view of privacy, and I think it's not a particularly sustainable project either.

First of all, as a project, Kagi stretches itself way too thin. "Kagi" isn't just Kagi Search, it's also a whole slew of AI tools, a Mac-only web browser called Orion, and right now they are planning on launching an email service as well. None of these projects are particularly profitable, so it's not a case of one subsidizing the other, and when they announced Kagi Email even their most dedicated userbase (aka the types who hang around in a discord for a search engine) seemed largely disinterested. For products this niche, I don't think you can afford to be running multiple niche products at once. Your developers are going to be running far too ragged to keep them all going. Last I could find Kagi employs about 16 employees, half full time. Presumably not every single one of those 8 or so full timers are web devs. That's not a lot of people to throw at this many things.

Oh and they own a t-shirt factory.

You see, when Kagi had a funding round and raised about $670k. This funding came from an investment round including "42 accredited investors, most of whom are actual Kagi users". Unfortunately unlike Cohost I can't give any kind of huge financial breakdown here, because Kagi's finances are even less transparent. If there are Kagi financial reports, I haven't seen them, just the occasional Discord comment from Kagi employees. A while back they raised their prices, which lost them a lot of subscribers, because they were losing money per search at the old prices. They were actually still losing money per search on the new prices. They eventually lowered the prices back down a bit (and maybe raised them again? I've completely lost the plot on their pricing at this point) and have claimed that at 25,000 users they would be breaking even. I am unsure what happened in all of this for this math to be true, but my point is that they did in fact reach at least 20,000 users, and to celebrate they set up a business entity in Germany (they are currently US based), in order to start a tiny little t-shirt printing company. And their goal was to print 20,000 t-shirts to give out, FOR FREE, to their first 20,000 users (with users paying only shipping costs). But I cannot stress enough, they did not just spend money on 20,000 tshirts to give out, they set up a whole new business entity in Germany to run their own t-shirt printing operation, with its own building and warehouse and employee(s? I get the sense it's one guy but I don't know). And this cost them 1/3 of their $670k funding round. One, fucking, third. For t-shirts. Did I mention that the t-shirts don't even have the Kagi name on them? Just the Kagi dog mascot, who is at this point the only thing I like about Kagi, to the point where if I wasn't worried people would try to talk to me about Kagi I'd opt for one of the shirts myself. Great artist, whoever did this. Terrible financial choice to start a whole t-shirt business to make 20,000 free t-shirts that do not even get your name out there.

Discord convo, quoting @tkataja saying 'of course I don't know about the financial situation of the company now and then, but', and Vlad replies on 01/28/2024 'we are almost breakeven, at 25k subs we should be'
Discord convo, quoting @HKayn saying 'Is Kagi actually operating at a loss atm?', dev Thomas replies on 09/29/2023 'So we price our plans for them to be slightly profitable on a revenue - cost per search basis, but for now there aren't enough of you for that to fully offset R&D expenses (eg. salaries, etc...).  You can help by getting your friends on :)
Discord convo on 05/23/2023.  Vlad: 'we are not sustainable yet but we are able to pay search and infrastructure cost after revenue from subscriptions.  Since there is a surplus there it is a matter of scaling the number of users now to also pay for the salaries.  That should happen around 20k customers.'  Grooty: 'how many employees do you currently have?' Raymyn: 'Thanks for the response.  Definitely looking forward to the future of Kagi. You guys are definitely the first product I have used in awhile that I am more than willing to throw money at a subscription for.  Hoping you guys hit the 20k mark soon, and grow to 100k, 1 million, or more in the near future!'  Vlad, replying to Grooty: '~16, roughly half of them are full time'

T-shirt companies aside, there's one other thing about Kagi's finances that was revealed recently in an update stream they did that caught my attention--Kagi was not paying sales tax for two years and they finally have to pay up. They just...didn't do it. Didn't think it was important? I have no idea why. Their reactions made it sound like they owed previous taxes, not that they just now had to pay them. They genuinely made it sound like they only just now realized they needed to figure out sales tax. It's a baffling thing to me and it meant a change in prices for users that some people were not thrilled with.

Kagi slide that says 'Also, sales tax/vat...' with a graph of the world, plus sign, and graph of an unreadable graph, with an equal sign saying 'we need to pay sales taxes'.  Then 'Implementing now - updates in the next few weeks, expect changes in January
Discord screenshot from 03/19/2024, Vlad says 'To clarify, this means an end-price increase for affected members (sales tax/VAT will be automatically added on top of Kagi price, if applicable in their country/state) and this is mandated by Kagi becoming large enough to have legal sales tax/VAT obligation.  In addition, Kagi will have to retroactively pay for all sales tax/VAT that we did not collect in the last almost two years.  We have chosen to absorb this on behalf of our customers.'

But let's say that you can live with their financial issues. They'll either survive or they won't and you'll just enjoy the ride. Yet, there's a lot of reasons that I can't just enjoy the ride either. I think the ride is going to get worse and worse in ways the casual users haven't really noticed yet because of how much of it is in beta or just Ideas That Vlad (the founder of Kagi) Had. And most of them are surrounding AI. I have to assume a lot of people don't understand how deep the AI rabbithole for Kagi goes, because I have seen people recommend Kagi to people frustrated with Google's own AI bullshit. If AI is the thing you are trying to get away from, moving to Kagi is a lateral move at best.

As it turns out, Kagi was founded originally as an AI company, who later pivoted to search. And going by their comments in their Discord, AI tools seem to be what they spend most of their time on these days. They're launching AI features left and right, and they have fully bought into AI being the future of search. They believe that by embracing AI, that will be the thing that sets their product apart (kinda late now) and get them the kind of userbase that can keep them afloat financially. They have "FastGPT", where their focus is having a ChatGPT style service that is focused on being fast, not accurate. And boy, it sure isn't, I messed around with this for a while and it very confidently gave me a lot of extremely inaccurate information about old sitcoms. But of course, it's all stuff where if you didn't already know the answer to the question you asked you wouldn't know it was wrong--like when I asked it about the All in the Family episode Cousin Liz, it kept identifying the woman Edith and Archie are talking to in the episode as Cousin Liz, but Cousin Liz is instead Edith's deceased cousin who they were attending a funeral for. Following a theme I asked it more broadly about homosexuality in All in the Family and it spit out a bunch of text repeatedly saying that Lionel Jefferson was gay. But I guess it did spit all of this wrong information at me faster than some of the alternatives! I wrote more about this experience on fedi, even though the content warning says ChatGPT this was done with Kagi's FastGPT, I was just trying to keep the thread simple at the time.

Like most search now Kagi has chosen to include Instant Answers that are AI generated, which means they're often wrong, as well as a "Universal Summarizer" tool, that again is more of the same old AI bullshit. There's also a beta tool called Kagi Assitant, which I...don't know what's really different about it than the other AI stuff they're doing, I think it has a chatbot mode? I believe you have to be a subscriber to see this. It's getting increasingly hard to tell some of these services apart. There's also another beta feature called Sidekick that puts Kagi AI stuff as a sidebar on your own website. There was some demo where you could put someone's Twitter handle in and it would give you a summary of who that person was (nightmare shit). But the developers of Kagi fully believe that this is what search engines should be, a bunch of AI tools so that you don't even need to read primary sources anymore. If AI is your problem with Google or Bing, Kagi is in no way a solution for you. Kagi loves AI bullshit and they are going to find more and more ways to use it. If you check out their Discord and listen to founder Vlad talk about AI tools, it's clear that he will not listen to anyone saying they might be bad in any way. To the point where he truly believes that AI should be used to remove bias from news articles, and show you which articles are "constructive" or "good" to view. This is something he legitimately wants to implement and he seems completely oblivious to the fact that this is not something AI can do, that AI spits out exactly as much bias as it is fed in its model. He's 100% a true believer in AI as unbiased. (Note in the below screenshots: freediver is Vlad's HackerNews account)

Discord screenshot from 12/05/2022, Vlad says 'now something like this is super useful...we can make the AI read through 50 web pages in mere seconds, after doing 5 searches (that it decides on!), to at the end produce a summary of someone based on just a twitter handle.  Total cost for this is maybe 6-7 cents but it just saved me 10 minutes?' Vlad includes a screenshot of the search for a user named @scottleibrand, which shows a ChatGPT-style generated summary with links to the sites it used, the text is a bit too small for me to transcribe.
Hackernews screenshot, malikNF says ''> Kagi shopping results have no affiliate links and feature the most helpful, unbiased reviews' Wonder how they determine if a review is unbiased or not.  Any attempt at automating this process means someone else will figure a way to game the system over time.' Vlad replies (as freediver) 'Which is why we cannot say how, but please check and let us know if the reviews sound unbiased :)'
Discord convo from 12/05/23.  Vlad: 'Real balanced news would not discriminate between left and right, but between constructive and destructive.''  ram ram: 'it just so happens the left/right divide correlates strongly with true/false and constructive destructive' the last envoy quoting ram ram: 'I agree' Vlad: 'Interesting, that is implicitly saying that one political option is the source of truth' Ram ram: 'Not at all, it's explicitly saying that one political option is supported by truth.' Vlad: 'but news should not be only about politics?' Ram ram: 'All things are political in nature.' Vlad: 'A coffee shop opening in your town?' Ram ram: 'Business licensing, source of beans, employment practices, building regulation, city ordonances, taxes, food health and safety'
Discord convo from 12/05/23.  Vlad: 'line of thought basically comes from here https://www.theguardian.com/media/2013/apr/12/news-is-bad-rolf-dobelli, embed for the Guardian article 'News is bad for you - and giving up reading it will make you happier. News is bad for you, it leads to fear and aggression. It hinders your creativity and makes you sick.  We should stop consuming it, says Rolf Dobelli, who's abstained for years.'  Vlad continues: 'then you ask a question how does a product that makes news constructive to your life (vs irrelevant/destructive)'

It's honestly impossible to write this without discussing Vlad a little bit. Vlad is very "my way or the highway", but is the type that will try to appear very measured and calm while completely unwilling to budge. And he is very, very much the type that believes "not everything is political" and "we don't get into politics". I won't get into all of the Brave stuff because many people have written about this already, but the support thread about it should give you some ideas. His personal conception of bias is a guiding factor in a lot of Kagi's decisions but it's frankly ridiculous. For example, he has stated before that he thinks 3 star reviews on products are "by definition" unbiased, because they must include good and bad points. Nevermind that a lot of people's reviews of the recent Star Wars films were "good space war stuff but too many minorities in it". At one point someone suggested the idea that searching for suicide-related terms should bring up a helpline, and he rejected that idea because it would be "biased" (I guess towards not wanting people to kill themselves). But at the same time, Kagi partners with a service called Looria to provide "unbiased reviews" on products in Kagi's shopping page. Nevermind that unbiased reviews do not exist (there is just a difference between a sincere review and a paid advertisement), but isn't promoting certain products in search at least as biased as telling people to not commit suicide? You're letting a third party decide what reviews your users should see.

And Vlad's attitude is also where Kagi's dedication to privacy falls apart for me. Generally, if someone brings up a security or privacy concern, Vlad's response is either "trust me bro" or "that's not actually important". He has repeatedly stated that he feels less than 100 people on earth need full anonymity in a search engine (he has never, that I could find, explained where he got this number or idea from). He believes that email addresses don't count as personally identifiable information, because you can simply use a burner account. If you say that you wouldn't want Kagi using information from your theoretical Kagi Email Address in your search results, and would rather have a Proton-style privacy focused email? He says that there's nothing to worry about, Kagi wouldn't do anything bad with your data. If you bring up "what if Kagi gets sold to someone else?" He says well, if they sold to someone who did something bad with your data, they'd lose all of their privacy focused customers, so clearly they'd never do that. Basically anything where you say "I don't want someone to have this data about what I'm doing in a search engine", his reply is "well, we wouldn't do anything with this information." A lot of questions about what information Kagi collects on people is met with either saying nothing (which isn't true, they connect your account to an email address for payments, since it's a paid service), or saying he isn't sure, or saying it doesn't matter because they won't use it anyway. Asking what data Stripe collects on them through Kagi, and more importantly what data Stripe sends back TO Kagi, also gets you a vague "I don't know" answer. He doesn't entertain any discussions about GDPR because he thinks they have nothing that applies anyway. Questions about what would happen if the government tried to force him to collect information about users are just brushed away with "well we'd simply close the company", although he also notes that he has no problem with criminals being caught through their searches and doesn't want criminals using the platform.

Discord convo from 02/15/2024, Zack: 'That's not actually the only thing I'm asking.  Was also curious about more of the intricacies.  I would use stripe, I wouldn't opt for bitcoin anyway.'  Vlad: 'the point is we do not really want, need or care about your data.  We just need $10/mo from you to run the service.  How you provide it to use is a technical detail as far as we're concerned.  Zack:  I know that you don't want/need/care.  I was more curious about the actual reality when using stripe, that's all.  I will delve more into the stripe policies another time though!
Discord convo.  Heero, replying to Vlad asking 'what is missing?': 'GDPR Data download link. Where to get the data that is collected.' Heero replying to their own post saying 'Something you could do about this false time stamps?' with 'But this is more important for me, cry laughing emoji, it's just annoying when sites cheat like that' Vlad: Kagi does not collect any personal information' Kai: eh, you technically need to provide a download link to a CSV with the email address' Vlad: our payment processor does, and you can ask stripe for that'
Discord convo, Heero replying to Vlad saying 'kagi does not collect any personal information: 'You have an account, with mail and billing. This is already personal information in the sense of GDPR, winking emoji.  Heero replying to vlad saying 'Well even email address is not personal information the way kagi does it as you can enter anything', Heero says 'That's actually I think not important' Heero replies to Kai saying 'GDPR is stupid that way' with 'Yes, I agree'.  Vlad replies 'personal information is what you can be identified with as an individual.  No information you submit to kagi is personal information except if you use your real email address to register. So a data download link would download a file that contains your email address.  Heero replies 'Yes, and then you need to provide the data associated with you.  That includes personal preference settings for search optimization I would think, no expert on this though.'
Discord convo, Heero replying to Vlad asking 'can you clarify what is sensitive?': 'Sensitive data is private information that, if exposed without permission, can lead to harm or misuse.  Inputting websites that should be preferred or not preferred is highly sensitive.  That shows a bit of a disconnect between data protection and you.  Though I really don't want to blame you, could be more that I actually live in germany and we take such stuff far to serious :D' Vlad: We do not collect/extract this information but the user volunteers it.  As such it is not clear how is it sensitive in terms of privacy protection.' Heero: The thread model here would be something like that: I prefer websites that are pro trans or anti trans, you see the profile and the settings i have set, you see the mail too.'
Discord convo, Heero: your not really following GDPR standards.  You don't understand what sensitive data means (to be fair, I don't know if you really do :) ). Even if I can input wrong data, you can't verify that, as such you need to always take it as sensitive, personal, private data.  Also, giving you data volunteerly isnt a thing in GDPR, the source of the data is not important.  So, my concern is, I don't know what you really track, as you don't give me a copy of my data.  I don't know if your obligated to, it's just things I as european citizen expect.' Vlad: (quoting 'your not really following DPR standards') You say these things but you do not really provide evidence for it :) So again, can you clearly articulate what your concern is?  We very well know what personal information is and what GDPR was made for. (quoting 'i don't know what you really track') We have very detailed privacy policy where this is literally written.  Have you read it and still do not know what we track?'  Heero: 'Did I make it clearer know? I really want to stress that I don't have anything against you or kagi :) just trying to be constructive.'
Discord convo from 03/31/2024, Gohan: Just the thought of kagi search having the ability to go through my emails would keep me far away from using the email product'  Vlad: 'as I said, it would be opt in, we will need to be able to search email as a product feature anyway' Gohan: That's why I said even having the ability to do so is a massive turn off' Vlad: exposing it in search results is a benefit, not sure why you would think that?' Gohan: 'because if you give any company an inch, they'll take a mile', Vlad: 'not Kagi, I think you may be misunderstanding how would this work and what incentives in play'
Discord convo from 07/15/22, Vlad: people who really need anonymity are very rare.  Probably less than a 100 in the entire world.  Definitely not typical Kagi users.  Unless they are criminals, in which case we don't care they don't have full anonymity (nor we want them as customers)'

I want to note with the above, I'm not a GDPR expert either, I don't know what counts legally and what doesn't, but I strongly disagree with Vlad's handwaving of the issue and his insistence that email addresses aren't PII because you can use a fake one, because that's true for names and almost any other information as well, that logic doesn't hold up for this, and the logic is what I have the issue with.

Between the absolute blase attitude towards privacy, the 100% dedication to AI being the future of search, and the completely misguided use of the company's limited funds, I honestly can't see Kagi as something I could ever recommend to people. Is the search good? I mean...it's not really much better than any other search, it heavily leverages Bing like DDG and the other indie search platforms do, the only real killer feature it has to me is the ability to block domains from your results, which I can currently only do in other search engines via a user script that doesn't help me on mobile. But what good is filtering out all of the AI generated spamblogs on a search platform that wants to spit more AI generated bullshit at me directly? Sure I can turn it off, but who's to say that they won't start using my data to fuel their own LLM? They already have an extremely skewed idea of what counts as PII or not. They could easily see using people's searches as being "anonymized" and decide they're fine to use, because their primary business isn't search, it's AI. They just don't want to admit to being an AI company anymore. Frankly, it's not something I want to pay them to keep developing. It's something I want less of out in the world. Do you need to quit using Kagi? That's up to you. I'm not really trying to debate anyone into leaving Kagi. My only interest is to explain why my opinion shifted on it, and to share information that may or may not shift your opinions. If they don't, it's not something I want to debate people into. But I think most of the info here is going to be news to a lot of people, and that's the thing. Most people aren't going to dig into the discord for a project and read what the developers have said about it over time, that's a bonkers thing to do that I did, just do what you will with my findings. Because I know for a fact, from talking to people, that a lot of Kagi users don't know any of this.


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