Personally, I watched it with rapt attention throughout and I'm eagerly anticipating having time later to do so for the other 6 parts of the keynote. Can't remember the last presentation that captured me so. I think he is a very good public speaker and the talk did not meander and was not hard to follow in any way.

I did crank the playback speed up a lot though, which helps considerably (I'm not sure I would enjoy it half as much if it were live, where of course I have to hear it at 1x speed).