Observed Signal · Sep 22, 2026 · Market Signal · Source: Snorkel AI · Impact: 5/5
Data 2.0 and the research era of AI data
Announcing Snorkel’s $350M Series E financing at a $3.5B valuation, led by Insight and S32, with participation from Third Point, March, Blumberg, Allegis, Standard VC, Frontline, and existing investors Addition, Lightspeed, Greylock, GV, P7, Wells Fargo, Walden Catalyst Ventures, and Factory.
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Connected Companies & Entities
1 Entity mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Barclays Expands Claude AI Across Global Operations
Barclays is expanding its strategic collaboration with Anthropic to integrate Claude AI across its global operations. This includes accelerating software development, modernizing legacy systems, and improving customer service. Key initiatives include the Colleague Knowledge Assistant, used by over 16,000 employees handling over one million searches, and processing approximately 120,000 emails daily in Global Markets. Barclays expects Claude Code adoption to reach 50% of developers by end of 2026 and a majority by 2027. The partnership emphasizes responsible AI deployment with strong governance and security controls.
OpenAI Halves ChatGPT Pro Allowance, Adds Pricier Tier
OpenAI has relaunched its $200 ChatGPT Pro plan with a significant reduction in usage, cutting the included allowance from 20 times to 10 times the base Plus plan. A new $500 Pro 500 tier offers 25 times the allowance and exclusive access to the 'Ultrafast' mode for GPT-6 Astra. The change, confirmed by Codex chief Thibault Sottiaux, means the Pro 200 tier now costs the same per usage unit as other tiers, effectively eliminating the previous volume discount. The reduction is partly offset by recent API price cuts for cheaper models, but heavy users of the top model will see their effective usage halved. The move highlights the rising costs of powering AI agents, which consume massive amounts of tokens, and may signal a shift toward pay-per-use models for advanced AI. OpenAI is also exploring alternative revenue streams like advertising and transaction fees to keep agents affordable.
OpenAI halves ChatGPT Pro usage, introduces $500 tier
OpenAI has revamped its ChatGPT Pro subscription plans, effectively halving the usage allowance for the $200 tier while keeping the price unchanged. New Pro 200 subscribers now receive 10x the Plus allowance instead of 20x, reducing the value proposition for heavy users, especially those running AI agents like Codex. To compensate, OpenAI has introduced a new $500 Pro 500 tier offering 25x usage and ultrafast access to GPT-6 Astra. Existing Pro 200 subscribers retain their original quota until the end of October. OpenAI justifies the change by pointing to recent API price cuts for lower-tier models like GPT-6 Sol and Luna, but notes that usage of the flagship Astra model will actually halve. The move reflects the high compute costs of AI agents and signals a shift towards usage-based pricing, with advertising and transactions explored as alternative revenue streams.
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