Early thoughts are that it did set out a coherent vision, even if - as he warned - it wasn't strong on policy detail. Significantly, his vision is much closer to a "One Nation" Tory vision than I ever once thought possible, and it rather confirms the interesting analysis of Team Cameron that is offered by Julian Glover in his Prospect article. He also acknowledged Labour 'achievements' - citing the minimum wage and civil partnerships amongst these; a good move it has to be said, although how many of his party agree is another matter. The personal side was sincere, but he needs to be careful when referring to his son, and his go at Labour for not doing enough for the poor who they have betrayed was canny political theatre. On the whole, he has done himself favours with this speech, and of the three leaders' speeches this year, Cameron's is likely to be recognised as the most effective.