Updated
Updated · Financial Times · Sep 23
OpenAI Says Apple’s 2024 ChatGPT Rollout Underperformed, Driving Rift Before Google Won Siri AI
Updated
Updated · Financial Times · Sep 23

OpenAI Says Apple’s 2024 ChatGPT Rollout Underperformed, Driving Rift Before Google Won Siri AI

1 articles · Updated · Financial Times · Sep 23

Summary

  • Court filings say Apple’s 2024 ChatGPT integration drew so little iPhone user interest that OpenAI cut its weekly active user forecasts within a month and deemed the rollout “dramatically underperforming” by summer 2025.
  • OpenAI blamed the weak uptake partly on Apple making the feature default-off, forcing users through a multi-step activation process instead of exposing ChatGPT broadly across millions of devices.
  • The disappointing results helped unravel the partnership, which later degenerated into Apple’s July trade-secrets lawsuit against OpenAI after the company had expected a halo effect and new subscriptions from Apple Intelligence.
  • Apple then turned to Google in January for a rebuilt Siri AI, launched last week in English beta, leaving ChatGPT still embedded in iPhones but overshadowed by the Gemini-powered assistant.
  • The filing emerged in litigation originally brought by xAI over the Apple-OpenAI deal, while OpenAI argues the tie-up did not entrench its dominance because rivals including Google, Anthropic, Meta and Grok gained share.

Insights

Could Apple's deliberate friction with ChatGPT be a calculated move to secure its own AI toll booth model?
How did a simple off-by-default setting derail one of the tech industry's most anticipated AI partnerships?
Will Apple's billion-dollar pivot to Google Gemini ultimately cannibalize its highly profitable App Store ecosystem?