I was at TC50 and it's impossible to overstate how dominant this guy's presence was during his demo. No one could believe their eyes or ears that here was this amazing, large, profitable company doing something everyone wants and no one had ever heard of them. I would have offered them money on the spot.
I don't watch TC50 videos, so maybe it's just that I am unaware of the typical presentation quality there, or maybe it doesn't come through on video for me. His presentation was confident and well-rehearsed, and his startup was pretty cool, but I wasn't incredibly impressed by his presence.
I doubt the video would be impressive. It was the feeling of everyone in the room going through this process simultaneously:
I don't get it - neat - holy crap - is this real? - Holy Crap!! This is real!?!?! - Wait, did he just say $20 million in revenues? - Why have I never heard of this before? - $20M?!?!
There's a feeling in the air when 500 people all have the same amazed reaction that doesn't come through video.
Particularly fun was watching Marissa Mayer's reaction when he started talking about Pay Per Useful Call.