Will Google Acquire HubSpot? #business #investing
00:00:00.000 | If you could spend $50 billion on HubSpot
00:00:02.880 | or $5 billion on Perplexity, which one would you buy?
00:00:05.880 | - I think you've got to buy HubSpot.
00:00:07.320 | You're protecting a quarter trillion dollar ad business.
00:00:09.720 | HubSpot makes 2 billion in revenue.
00:00:11.280 | So it's 1% of the size of Google's ad business.
00:00:14.120 | And it helps you lock in some percentage
00:00:16.320 | of that 250 billion.
00:00:17.680 | So that's an important strategic acquisition,
00:00:20.040 | I think, for Google.
00:00:20.880 | - What does Google accomplish here
00:00:22.040 | that they couldn't do with an integration?
00:00:23.520 | - I think this is about the data.
00:00:24.760 | These are the leads and the great contacts
00:00:27.320 | in the database of the customer,
00:00:29.080 | which Google doesn't have access to,
00:00:30.600 | and they can close the loop.
00:00:31.840 | If Google knows the leads that are already in there,
00:00:34.040 | they can then retarget them across their entire ad network,
00:00:36.840 | which is the largest in the world.
00:00:38.280 | That's the value.
00:00:39.120 | If I know your 10,000 best customers,
00:00:41.160 | and then I know when they're on Google searching,
00:00:43.360 | and I know when they're in a Chrome browser,
00:00:44.920 | I know when they're on an Android phone,
00:00:46.240 | if they happen to use that,
00:00:47.160 | man, I can just start getting more of your ad dollars
00:00:49.600 | into it.