This is part of why I think Steve Jobs is such a great spokesman for Apple as a company. He believes every word coming out of his mouth and that enthusiasm tends to be infectious.
Look at any presentations he's given, the iPad 2 launch comes to mind. After each of the software demos he'd come back on stage with this look of wonder on his face and it really affects the audience on a deep emotional level.
Okay, so the shorts pulled you out of it too? Everytime the video panned out I was like "Whoa, where are his pants!?"... then back to being mesmerized. Amazing talk.
Look at this guy. In shorts, discussing marketing for his company in a way which an average person can understand.
No bullshit. No paradigm shifting. No synergies. No Dilbert Speak.