Alphabet is in talks with advisors as it considers making an offer for marketing software company HubSpot. It has yet to determine how much it should offer. It is unclear whether antitrust officials will greenlight the deal. No official offer has yet been submitted.

AI advancement poses a significant threat to the adtech industry, with its ability to filter out ads, potentially reducing the $1 trillion in annual revenue that companies like Google, Meta, and TikTok currently enjoy. This series explores how AI disrupts the crucial ad inventory by appealing to consumers' desire for ad-free content and questions the stability of Big Tech's business models. The analysis delves into AI's effects on ad consumption, which has implications for major players like OpenAI, Microsoft, Apple, Meta, and Alphabet.

Alphabet's rumored interest in acquiring HubSpot would be a game-changer in the CRM and marketing landscape.

Alphabet's self-proclaimed moonshot factory is carving out a path in which projects can spin off as startups. While the company was initially reluctant to let outsiders share the fruits of its investments or risk compromising intellectual property, executives ultimately decided it was better than letting promising technology wither. The new policy opens up more possibilities, but it also signals that Alphabet will be shutting off funding to more mature projects that haven't proven themselves financially viable.

The Department of Justice is considering breaking up Alphabet following a ruling that found the company monopolized the online search market. The most likely units for divestment are the Android operating system and Chrome web browser. Less severe options include forcing Google to share more data with competitors and measures to prevent it from gaining an unfair advantage in AI products. The government will likely see a ban on the type of exclusive contracts that were at the center of the case.