You have a very good point. Thought process and vision are what make or break a product. As close as it is to other news aggregators, there may be a perspective that the Founder has that Yahoo team doesn't.
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Thought process and vision are what make or break a product.
I would put far more emphasis on execution. Lots of founders with "vision" can spin great stories to investors but can't execute quickly enough, or are unable to deviate from their original vision when the market or other evidence suggests they should.
I'd say Thought process, vision AND execution. He's obviously executed well, so what's left is his vision and thought process behind that vision.