It was by no means his best speech, but was definitely a good one.
His attack on big government was welcome; he has shown that he believes in conservative (small-c) values of trusting people to help themselves, rather than government doing it for them. He seems to have some sort of vision, some sort of way forward. He recognises the tough choices he's going to make.
Obviously we don't have plans at this stage, because we don't know what state we'll be in next May, but they would be a welcome addition when the election comes around. Cameron will need to show that he recognises that the fundamental issue is the relationship between the individual and the state, and indeed the size of the state; it must be tackled straight away. The state plays too big a part in everyday life, and Labour have made it the solution to everything, even when it really shouldn't be.
The economy will grow on enterpreneurs' and the private sector's backs, not off the government. Government just recycles money taken from productive sectors, wasting bits of it in the process.