Should Google Investors be WORRIED?
00:00:00.000 | - Breaking news, Google is reportedly considering
00:00:01.840 | making an offer to acquire HubSpot.
00:00:03.280 | - When a big company makes a big acquisition offer
00:00:05.440 | like this, it's usually a negative signal
00:00:07.720 | about organic growth.
00:00:08.680 | Meaning, if I'm a Google shareholder,
00:00:10.920 | I should look at this and I should say,
00:00:12.720 | why do you need to make this acquisition?
00:00:14.680 | Is there an indication in this bid
00:00:16.700 | that there is some advertising revenue leakage going on?
00:00:19.600 | And then I should go spend time trying to understand that.
00:00:21.840 | I think there's a really important question there.
00:00:23.480 | - If you're losing share,
00:00:24.880 | you're not gonna be losing it to Bing.
00:00:26.280 | You're losing it to some form of AI,
00:00:27.800 | which is why, again, it's a bit of a head-scratcher.