You're conclusion isn't wrong but you're giving it credit for the wrong things. All of those elements were present in games that came long before, TLOU was just a lot more marketable.
The story-first approach made you feel in control of a zombie movie during peak zombie mania. You just binged The Walking Dead, what if you could play an episode...
In that sense, you're right that its success opened up a whole new market that we all benefit from. I knew so many people whose game libraries were like NBA 2k 2011, NBA 2k 2012, and The Last Of Us. It made a lot of non-hobbyists realize that games can be art.
It's a good game that would have earned a place in video game history regardless BUT it wasn't particularly innovative. It just did what it did very well