OpenAI's filing traces weak ChatGPT adoption on iPhone to an integration Apple shipped switched off
OpenAI told the court that its 2024 Apple deal never produced the users it forecast, and that disappointment is now part of its argument that the partnership shut nobody out of the AI market.
Reality
- Evidence52
- Adoption25
- Hype gap+14
- Incentives82
- Confidence58
Apple gates its rebuilt Siri behind a waitlist in iOS 27
Siri AI shipped on 14 September as an opt-in beta in English on a short list of recent hardware. It does not run on iPhone, iPad or Watch in the EU, or anywhere in China, and Apple has set daily limits it has not published.
Reality
- Evidence55
- Adoption28
- Hype gap+28
- Incentives74
- Confidence56
Apple has proposed paying publishers when Siri AI uses their content rather than a guaranteed annual fee, inverting the structure of every large news licensing deal signed so far.
Perspective Coverage
6 publishers
- Builder
- Builder 23%
- Operator
- Operator 40%
- Investor
- Investor 37%
Reality
- Evidence45
- Adoption15
- Hype gap+18
- Incentives70
- Confidence55
Apple's software chief agrees the iPhone Duo can fill an iPad mini owner's space
Craig Federighi told MKBHD the iPhone Duo can often fill the space an iPad mini filled for its owner. The only usage he cited was his own over the past few months.
Reality
- Evidence60
- Adoption8
- Hype gap+20
- Incentives75
- Confidence58
Apple's cheapest new autumn iPhone jumps 50 per cent to $1,199
Killing the non-Pro model leaves last year's iPhone 17, repriced to $899, as the cheap option until spring, which makes this a decision about which quarter revenue lands in as much as about margin.
Reality
- Evidence62
- Adoption45
- Hype gap+15
- Incentives60
- Confidence58
OpenAI shipped a four-photo shortcut on 21 August. It landed in the hole Apple left when it withheld its WWDC26 camera assistant from EU iPhones with no date attached.
Reality
- Evidence58
- Adoption27
- Hype gap+38
- Incentives52
- Confidence62