Navi is just mimicking other teams right now and it seems to be very much hit or miss. Sometimes their skill and experience lets them pull through, sometimes it just falls apart when they pick a style they aren't comfortable with. They have their work cut out for them if they want to be contenders for TI4, right now they have no consistency. Then again, even Navi playing like shit can win games out of nowhere, Puppey might be drafting weird stuff, but sooner or later he will strike gold and if that happens doing an important match, many rares will be lost.
Saying Dendi isn't playing well is insane, his perfect game vs Narvi yesterday on Invoker is proof of that. Tinker is like Storm Spirit on steroids, Storm sucks until 6, Tinker sucks until he gets BoTs, which gives you about 10-15 minutes to abuse the hero.