Facebook started as hot or not for college students
Google started as a search company (now an advertising company, which offers search, phones etc)
Apple started as a computer company (now a consumer electronics company)
Airnb started as air beds on occupied flat floors, not renting empty flats
Of course some companies have a great idea, execute, and stay true to it (perhaps like some of the others on your list like dropbox for example), and for those above you can trace their origins in the preoccupations of many of these companies today (Apple still tries to bring computing to the masses, Google still has search as its focus, and arguably makes advertising money because of good search), but often they have moved quite far from their original inspiration, and they have often made their money in unrelated areas (e.g. Apple is now making far far more from iPhones than it ever did from computers).
I do think ideas and plans matter less than execution, because ideas tend to change so much when they come into contact with the real world and real users, and you can come across plenty of great ideas (or even get them for free from your users) as you create solutions and learn about a particular area.