His lack of depth is obvious even from his speeches. He jumps from topic to topic and doesn't develop his ideas or show much internal organization. He has a pithy insight and then bounces to the next topic.

That said, if a 60 minute talk can provide even one useful insight that's useful, I'd say it's a win. And I think his "zero to one" talk had at least two or three.

Honestly, I concluded GOOG was an advertising company pretending to be a "tech" company some time ago, but if I say it I'm a "troll", if Thiel says it, well it might be true, right?