Unlike with AT&T, any Verizon customer who gets a 4G LTE phone either subsidized or un-subsidized will lose their unlimited data plan.
If anyone wins here, it will be Verizon by forcing off millions of its iPhone unlimited data customers to a tiered data plan. Combined with the higher efficiency of the 4G LTE spectrum and how 4G LTE chews through more data more quickly, this will be VERY lucrative for Verizon. 2GB will not be sufficient for an average user in 2012, the numbers of which we will know next year. In 2010, the average smartphone user was using 450MB/mo. In 2011, that number jumped to 1.4GB. In 2012, my educational guess is that it will easily exceed 2GB maybe even approaching 3GB.
The share everything plans help for people who use a relatively small amount of data on many devices. The break even point is reached fairly quickly though as you account for the fact that each phone is likely to chew through 2GB each month which means many families will have to get the 8GB family share plan.
Apple wins, Verizon wins, shareholders (me) win, customer (also me) loses
I am holding onto my iPhone 4S with unlimited data for dear life