Just did it and I can confirm that it works flawlessly. I always wondered what the "apply sdcard:update.zip" option was for in the recovery menu...
Anyway, the lock screen is prettier now (looks more "Droid"-ish, I guess? Can't describe it, though I wish they utilized all that blank space a little better). Also, the home screen feels a little less laggy, though still laggy. They need to fix that.
Just a few questions: 1) Will the factory reset option through the menu get us back to 2.0 or are we on 2.0.1 for good (unless we reset through the recovery menu?)?
2) What happens when Google releases the (silent?) 2.0.1 update?