The second reason I think the address will be interesting is more nebulous. Last year Our Little President™ made my job drop onto the floor when he gave an overt message to his fellow communists. He said we need a "Sputnik moment," choosing the greatest achievement of the Soviet Union to inspire Americans. Mentioning Sputnik to Americans was more stunning, and galling, than the actual achievement.
If nothing else, Obama will keep banging the drum for the general leftist feeling on success: it's evil. He will talk about money being some sort of natural resource that belongs to all of us and needs to be evenly given out. Basically, he will do what Democrat politicians always do, tell poor people they're poor because rich people are rich, and he'll promise them a bunch of free stuff.