Kagi founder here. I am personally not an LLM-optimist. The thing is that I do not think LLMs will bring us to "Star Trek" level of useful computers (which I see humans eventually getting to) due to LLM's fundamentally broken auto-regressive nature. A different approach will be needed. Slight nuance but an important one.
Kagi as a brand is building tools in service of its users, no particular affinity towards any technologies.