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Chronicles

The story behind the story

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Following scrutiny, Apple says it will release an iOS update later this year that will let Siri default to frequently-used third-party messaging apps

Apple Inc. said it will ease some restrictions on developers of third-party apps, responding to a Bloomberg News story about the rise …

Bloomberg Mark Gurman

Context & Ripple Effects

This 2019 concession came directly after Bloomberg's scrutiny of how Siri locks out rival messaging apps: Apple agreed that an iOS update would let users make a frequently-used third-party messaging app Siri's default for sending messages. It was the first visible crack in the assistant's exclusivity.

The pattern held and widened. By early 2020 Apple was weighing third-party browser, email, and music defaults across iPhone, iPad, and HomePod, and by 2026 the same playbook had reached the AI layer — third-party voice-controlled chatbots inside CarPlay (though not replacing Siri's button) and plans to let iOS 27 users pick among multiple third-party AI models for text and image tasks.

First-order effects

  • Users of rival messaging apps gain voice-driven sending through Siri for the first time, removing a daily friction point that favored Apple Messages by default.
  • Apple concedes a specific gatekeeping position under press scrutiny rather than proactively — setting the precedent that its assistant-layer restrictions are negotiable when they draw attention.

Second-order effects

  • Rival messaging platforms gain a new acquisition surface on hundreds of millions of iPhones without building their own voice stack, since Siri remains the interface.
  • Once messaging defaults open, every other Siri-adjacent category becomes contestable — which is exactly the sequence that followed, with browsers, email, music, and eventually AI models each facing the same default question.

Third-order effects

  • If the pattern holds, Apple's platform strategy shifts from exclusive first-party services to curated choice — it keeps the entry points (the Siri button, App Store placement) while renting out the destinations, a structure now visible in CarPlay's chatbot policy and iOS 27's multi-model plans.
  • Regulators and press scrutiny become a standing input into Apple's roadmap: restrictions that once looked permanent get relaxed one category at a time, on Apple's schedule rather than a mandate's.

The trend: Apple is incrementally converting its assistant and OS layers from exclusive first-party territory into curated multi-vendor surfaces — messaging first, then defaults broadly, now AI models — conceding ground only under sustained scrutiny.

Discussion

  • @markgurman Mark Gurman on x
    Apple's list of default apps has grown from 17 to 38 since 2007, and capabilities for third party browsers, mail, maps, music, coding and other apps can never live up due to Apple's default status and private APIs. https://www.bloomberg.com/... pic.twitter.com/Eh5PX0jmgc
  • @markgurman Mark Gurman on x
    How Apple's Default iPhone Apps Give it an Edge Over its Competitors on Its App Store — Third-party apps can't fully compete with Apple's because the iPhone doesn't let you change the default, unlike on Android and macOS. https://www.bloomberg.com/...
  • @stroughtonsmith Steve Troughton-Smith on x
    Setting app defaults is just the start of the story; even as the default app, it will be hard to compete fairly with the special privileges Apple grants its own apps https://www.bloomberg.com/...
  • @bzamayo Benjamin Mayo on x
    The antitrust argument for iMessage is hard because Apple isn't really monetising it yet. Apple Music is the much clearer target; iOS 13's SiriKit media intents was undeniably a response to ‘big tech’ allegations. The ability to set a default music app would be a real statement.
  • @stroughtonsmith Steve Troughton-Smith on x
    We all know Apple doesn't play in the App Store on a level playing field; many people excuse this with “it's their store, they can do what they want”, which I think is trash. If antitrust litigation forces Apple to do right thing, so be it /via @markgurman https://www.bloomberg.c…
  • @bzamayo Benjamin Mayo on x
    Teaching Siri to learn what apps people use to communicate is hardly a concession to antitrust fears, it's more like implementing a feature in the way it should always have worked :P
  • @bzamayo Benjamin Mayo on x
    Siri using the app you use the most doesn't really address anticompetitive advantage; iMessage is still preinstalled by default and wields many system-level privileges that App Store apps can't.