I wouldn’t say Kagi has “moved to become an AI company”.
They host some open weight models, which you can use with your subscription (which hasn’t increased in price or dropped features since they added AI access), but you’re not forced to use AI ever, and they’re not collecting your searches or prompts to feed into training.
They’ve taken a pretty skeptical stance on AI from the start. You can disable AI features completely, so you don’t even accidentally use them. But even if you leave them enabled, you have to opt into invoking AI by ending your query with a question mark.
Edit: Also, they downrank content that has been flagged as AI generated: https://help.kagi.com/kagi/features/slopstop.html