No, I don't expect it to be the next Google, nor did my statement imply that. The point was that just because something is small doesn't mean it has to remain small. That is true whether or not Kagi never becomes the biggest.

> Do you see how such a comparison doesn't work?

No, I don't.

> 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.

Someone is showing that they can deliver similar products or services without ads. It’s comparable.

Not every corporate entity needs to become a behemoth to be successful.