It sort of makes sense but can be risky for OpenAI. I suspect that there are limits to this deal. For example, Apple will pay x amount if conversion rate is lower than x.

You're adding a few billion devices to do inference for if you're OpenAI without knowing the conversion rate from free to paid ChatGPT accounts from Apple users.

Also, can OpenAI really handle that much more traffic? Sometimes my paid ChatGPT account stalls or is slow even as of June 2024. Now they're going to add a few billion more users/devices at once. That's insane. How are they going to do this?