Of the many excellent points he makes, the one that is the most noteworthy is the fact he sees the costs of testing new ideas plummeting as Clouds emerge as low-cost testing platforms. IBM already has a complete application testing service that is Cloud based that aligns with the insights shared.
Most fascinating are the insights into how government needs to be more of a platform and less of a bureaucracy. The points made about analyzing the strongest and weakest areas of the existing healthcare system are especially timely given the passage of the bill over the weekend. At just over 4 minutes this video is worth watching.