I saw it in person and agree with all the above.

Additionally, it could have used more structure, e.g., "I'm going to talk about X, Y, and get to Z" before talking about X, Y and Z-- it's possible to do so much of that that it becomes redundant and annoying, but a small amount would have greatly improved the talk. I followed it (and enjoyed it), but I think a fair amount of the audience was pretty lost.

The contrast was particularly jarring because he spoke immediately after David Silverman, who was a very polished speaker.