Kontra, in a scathing review of Google’s strategy in Buzz:

Marissa Mayer, Google’s vice-president for search and user experience, says 60-80% of Google’s products may eventually fail. Unfortunately, the few that survive are neither all that inspiring nor market leaders. What Google lacks is not infrastructure, engineers, money, time or even great ideas. It’s the ability to delight users. What Google is missing, in other words, is strategic design.

I’ve been noticing similar things the last year or two, and seldom have I seen or heard much that would contradict it. Read the whole post. It’s spot-on.