OpenAI Lowers ChatGPT Integration Growth Forecast, User Conversion Below Expectations

After integrating ChatGPT into Apple Intelligence, OpenAI found that the number of new weekly active users was below expectations and began to lower its growth forecast. By the summer of 2025, OpenAI internally believes that this integration is "significantly below expectations." Documents show that ChatGPT is turned off by default in Apple Intelligence, requiring users to enable it actively, which limits actual usage rates. Users can access ChatGPT through Siri and system writing tools, but Apple controls the entry point, invocation method, and subsequent model selection for AI features. OpenAI had hoped to leverage the large user base of iPhone to expand ChatGPT's coverage and convert users into paying subscribers, but the actual subscription conversion was also below expectations. The documents did not disclose specific numbers of new users or subscribers. This year, Apple chose Google Gemini as the model foundation for the new Siri AI, further highlighting Apple's control over the core AI entry point. The related disclosures come from litigation documents between Apple and OpenAI, reflecting OpenAI's position in the lawsuit, rather than operational data publicly released by the two companies.

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