Google (NASDAQ:GOOG) (NASDAQ:GOOGL) is out to change how U.S. consumers think of data plans. A consequence of this shift? Verizon's (NYSE:VZ) wireless margins could be destroyed. There's been a lot of discussion about Google Fi since it launched last week - both on Seeking Alpha and across the web. Much of that discussion has focused on the potential of Google Fi to undercut carriers, or whether Fi will bemeaningful for Google's bottom line. Both of these ideas miss the actual potential of the service. Google isn't trying to establish itself as a major carrier (at least at the moment). It's trying to push people into viewing data as a basic commodity, in the way people currently think of water or electricity. Read more