- Breaking news, Google is reportedly considering making an offer to acquire HubSpot. - When a big company makes a big acquisition offer like this, it's usually a negative signal about organic growth. Meaning, if I'm a Google shareholder, I should look at this and I should say, why do you need to make this acquisition?

Is there an indication in this bid that there is some advertising revenue leakage going on? And then I should go spend time trying to understand that. I think there's a really important question there. - If you're losing share, you're not gonna be losing it to Bing. You're losing it to some form of AI, which is why, again, it's a bit of a head-scratcher.