Big missing piece there: cloud.

In the first half of the 2010s, there was a study from Gartner or another such company, that forecast that the cloud service market would amount to 1 trillion USD/year by 2030 or so, and since then the big players have been racing to try and carve as much as possible of the future juicy pie from Amazon’s hands.

Google completely missed the boat at first then pivoted hard. MS leveraged its deep enterprise presence as hard as it could to get existing customers into its cloud offering; that’s why your MS consumer products (Office, OneDrive, etc) are tied at the hip with cloud these days. Not for consumers, for the business market.

It’s business to business, however, so the generak public doesn’t hear about it a lot. It’s also largely non-sexy, and therefore not headline-worthy, with a few exceptions. The whole AI thing, for instance. But even there, consumers are not the target market. Cloud customers are.

In that sense Google, MS and Amazon absolutely already are the new IBM and Oracle.

Meanwhile, as far as I can tell, Meta is still trying to execute on its mission to connect people while still headed by people who have no idea how people connect. Apple is Apple, keeps just making oodles of money off the kind of people who buy Apple products.