A way to make both the theories valid is that the good team eventually will find a good idea, and the reality is that to define how this good team is composed i

A way to make both the theories valid is that the good team eventually will find a good idea, and the reality is that to define how this good team is composed is very hard. For example hard-core technicians may not be what you want to write web applications: you need smart programmers but also in your team you need people that are themselves web users and able to understand how other people interact with the web and what is cool about it. A lot of high profile programmers have some kind of reject for the web that will not be helpful trying to come with a great idea and to realize it well (because the web is not a lot about great code but a mix of great code, great UI, great way to talk to your users, great ability to do the right selection of features, ...). So simply there is not a recipe :) but this is what it makes this startup world cool and less deterministic than a Windows kernel.