GOOG
Pizza, but make it airborne
Papa Johns is partnering with Wing, Alphabet’s drone-delivery arm, to bring pizza by air in North Carolina. It’s the kind of headline that sounds like a marketing brainstorm at 11:47 p.m., but it also shows Alphabet still has a few experimental bets with actual consumer legs.
Why this matters for GOOG
For you as an investor, this isn’t an earth-shaking revenue line item. Wing is still more “proof-of-concept with propellers” than a business that moves the needle on Alphabet’s giant earnings machine.
But it does matter because:
- it keeps Alphabet’s Other Bets story alive,
- it gives Wing another real-world use case beyond the lab-demo phase,
- and it nudges autonomous delivery closer to normal-human life, one pepperoni at a time.
Small test, big imagination
North Carolina is now a live test market for a partnership that blends food delivery, logistics, and robotics. If the rollout works, Alphabet gets another data point that its drone tech can survive real customers, real weather, and real impatience for hot food.
Big picture: this won’t replace search ads anytime soon, but it does remind investors that Alphabet still owns a pile of optionality — and occasionally, that optionality comes with garlic sauce.