I believe all his fundamentals are there, but I don't think he knows how to confront the audience, and Michael himself. If you notice, his hands are always on his knees and he is always leaning forward and looking nervous. I believe he is a great guy, but he needs some work in public speaking. It would help his business connections a lot more.
i think him and his team have done a great job with facebook. although he does lack on the public speaking front, he does compensate for it. bill g. was once just an inarticulate, uncharismatic, scrawny geek, but numbers show that he hasn't done too bad for himself.