I've seen steveb speak quite a few times at both internal and external events covering a variety of topics. My opinion of him is quite a roller coaster ride. Sometimes he fills me with inspiration and renews my confidence, other times, like this one, I don't find anything he has to say very compelling or insightful. I think that there is something endearing about him, which makes it hard to accurately evaluate his performance.
Depends on which ghostwriter is hired/fired. I would like you to cite an example of an inspiring speech from steveb, which instils confidence. Assuming you are not referring to the dancing monkey performance. I think he just felt he had to do it, like the frontmen of AAPL and GOOG.