Bad speech. Good policy move.
Obama's speech was very poorly delivered. Several jokes tanked and he seemed to stumble quite a lot. Lack of preparation perhaps? Anyway, scrapping Ares I and Ares V is a good move. Jupiter Direct is allegedly cheaper, safer and provides just as much heavy lift capabilitiy. And you can put an Orion capsule on top if you wish. Elon Musk has every right to be happy as Falcon 9 is emerging as the front runner for transport to LEO. And it's human - rated.
The beer is for the Apollo 13 crew.