Wing (Alphabet/Google)

New Capabilities

DoorDash partner and rival

DoorDash spent years handing your burrito to a driver. Now it wants to hand it to a drone it built itself. On July 31, 2026, the company said it won an FAA air-carrier license and will begin flying its own delivery drones this fall.

Updated Aug 5

Rule Changes

Operating drone deliveries from 100+ Walmart stores; expanding across five metro areas

For nearly a decade, every U.S. commercial drone operator wanting to fly beyond a pilot's line of sight needed an individual FAA waiver — a slow, bespoke process that capped the industry at small pilot programs. On August 7, 2025, the FAA proposed Part 108: a new, standardized framework for routine beyond-visual-line-of-sight (BVLOS) operations replacing individual waivers. In January 2026, the FAA reopened the comment period for 14 days (closing February 11, 2026) to refine the rule before finalizing it in March 2026.

Updated May 29

New Capabilities

Expanding to 150 Walmart stores reaching 40M+ Americans

Zipline spent eight years delivering blood to remote Rwandan clinics before Americans could order lunch from one of its drones. Now the company has crossed 2 million commercial deliveries—more than every competitor combined—and raised $600 million in January 2026 to bring its autonomous aircraft to Houston and Phoenix. At a $7.6 billion valuation, Zipline's strategy is proving the drone delivery market by starting where regulation permitted, then scaling into U.S. consumer markets.

Updated May 22