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OpenAI's integration with Apple's Siri underperformed badly after its December 2024 launch, bringing in far fewer users than expected. The company is now using this failure as a defense against Elon Musk's xAI lawsuit, arguing the deal caused minimal market harm because almost nobody used it.
- OpenAI cut its user growth forecast by January 2025 and internally called the Apple partnership "dramatically underperforming" and "persistently underperforming"
- Apple rejected OpenAI's request for a two-year exclusivity deal and signed competing agreements with Google and other providers
- OpenAI's expert calculated that ChatGPT's market foreclosure through Apple Intelligence was minimal across all metrics, supporting the argument that xAI suffered no meaningful competitive harm