Google seems to be on a hot streak with their models, and, since they're playing from behind, I'd expect favorable pricing and terms. But, I don't know anyone who is using or talking about Gemini. All the chatter seems to be Anthropic vs. OpenAI.
I used to think tokens are a commodity, but it’s becoming clear that the jagged frontier is different enough even for the easiest use case of SWE that there’s room for having two if not three providers of different foundational models. It isn’t a winner takes all, they’re all winning together. Cursor isn’t properly taking advantage of the situation yet.