No, I believe it myself. Google is a company of no taste. Duarte is trying his best.
Google is a company that thinks product <-> market fit is the very last thing that should be considered when developing new products. Literally, their product development process goes:
Product Management -> Engineering -> Product Marketing -> Launch
when the standard process is:
Product Marketing + Product Management -> Engineering -> Launch
Once you realize that, it absolutely makes sense how they managed to churn out bunk like Wave, Google+, Honeycomb, etc.
Note: Product Marketing /= Marketing. Product Marketing is understanding market needs, technical feasibility, and telling the story that helps the market understand which job the solution is addressing.