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As OpenAI leans into enterprise business, Apple and Google set sights on the masses

CNBC · Jun 11, 2026, 12:17 PM · Also reported by 2 other sources

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  • Apple and Google, by contrast, have massive piles of cash and can afford to subsidize consumer use of AI if it means ramping up adoption and ensuring that coveted users stay in their ecosystem.
  • Gartner analyst Kjell Carlsson said that for Apple, it's a matter of, "I can give this away for free, because I'll make it up on the iPhones or iCloud subscription they'll be buying."

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As Open AI steers away from the consumer focus that made Chat GPT a household name, Google and Apple are rolling out a slew of new consumer AI offerings, trying to show how the technology can be practical for everyday users.

The opposing approaches were laid bare this week, as Apple used its annual developers conference to introduce Siri AI as a new stand-alone app, and OpenAI announced that it's confidentially filed to go public, a move made possible by its recent traction in the enterprise market, largely in AI-assisted coding.

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