Both true, Amazon was one of the first web stores, Netflix was one of the first movie portals. And similarly, the ipod and iphones weren't the first music players or smart phones but the first ones that worked really well. Remember how you could chose between 20 different mp3 players, all quite cheap but usually in crappy quality and without a music store? Remember how you could buy several smart phones like an Ericsson with a stylus or a BlackBerry with a keyboard?

Doing it right matters more than doing it first.