Nah, wrong comparison. Microsoft mostly stayed in their corner (Software) while the others (Google, Amazon) are branching out to everything else. Things like Waymo will probably even take over the revenue of pure digital services (though it's tied into). Transportation is a big business.

Better analog would be Wayland-Yutani I guess. The corporations that are manifesting currently are nothing that the world has ever seen before in size and interconnections.

Not that I'm against it, it's just my observation. I'm an avid customer of both.