Alphabet (GOOGL) is the primary play, since Google Maps and local search engines shape where coffee near you gets discovered and visited. For indirect exposure, last-mile players like DoorDash (DASH) and Uber Technologies (UBER) stand to benefit as coffee purchases shift toward rapid delivery and proximity-based orders. In terms of direct consumer exposure, marquee coffee brands such as Starbucks (SBUX) and Dutch Bros (BROS) rely on nearby foot traffic and could see benefit from better location data; an entrepreneurial angle is to launch a hyper-local coffee app that aggregates indie cafés, loyalty rewards, and simple pickup.