Your telling is overly simplistic.
> One day that spring, Jeffrey Bezos observed that Internet usage was increasing by 2,300 percent a year. He saw an opportunity for a new sphere of business, and immediately began considering the possibilities.
> In typically methodical fashion, Bezos reviewed the top 20 mail order businesses, and asked himself which could be conducted more efficiently over the Internet than by traditional means.[1]
Idea: Build a better mail-order business using the Internet. He saw the potential for the efficiency of the Internet and automation to make mail-order businesses obsolete. He didn't look at the Internet and say, "gee, I want to be an entrepreneur, what company can I start here?"
[1]: http://www.achievement.org/autodoc/page/bez0bio-1