Plus a lot more diversified. Not sure if it's all a good thing as the huge companies are making land grabs everywhere. Github, Skype, Linkedin Xbox, Nokia phones unit, VSCode, basically all my favorite medium-sized game companies (inxile, double fine, obsidian). Feels like their presence is a lot more oppressive than the Windows 95 and IE days we were all freaked out about.
The industry as a whole has grown enormously. Microsoft is as big as it was, but relatively speaking it's not even remotely as strong. Microsoft used to have the power of FAANG together, it was so ahead of everyone else in terms of (pricing) power. Nobody was a threat to them before the antitrust suit.
That only came about because a lot of the old guard, like Sinofsky, Myerson, Turner, etc., left the company or were pushed out in the early '10s. I don't foresee a similar revitalization of leadership happening at Google anytime soon.