I like to think of an idea as a seed or germ of the real idea. It's from the most important part - the founders, their execution, market & product positioning are all much more important, but this also doesn't mean that every idea is a good one. I think that a really great founding team will eventually pivot and morph an initially not-so-great idea into something decent and viable, but really great startups must also come from pretty good initial ideas, or at least the initial idea has to quickly lead to a relatively good idea.