Well, it's logically impossible for the last item in your post to be true for any AI.
I don't see how.
I am not saying that a thermostat is going to do anything else than what it has been designed for. But an AI is very likely going to be designed to exhibit user-friendliness. That doesn't mean that one can design an AI that won't. But the default outcome seems to be that an AI is not just going to act according to its utility-function but also according to more basic drives, i.e. acting intelligently.
One implicit outcome of AGI might be recursive self-improvement. And I don't think that it is logically impossible that this does include an improvement to its goals as well, if it wasn't specifically designed to have a stable utility-function.
What would constitute an improvement to its goals? I think the context in which its goals were meant to be interpreted is important. And that context is human volition.
You would have to assume a specific AGI design to call this logically impossible. And I don't see that your specific AGI design will be the first AGI in every possible world.
Any human who does pursue a business realizes that a contract with its customers includes unspoken, implicit parameters. Respecting those implied values of their customers is not a result of their shared evolutionary history but a result of their intelligence that allows them to realize that the goal of their business implicitly includes those values.
There are at least three objections to the risk of an unfriendly AI. One is that uFAI will be stupid - it is not possible to build a machine that is much smarter than humanity. Another is that AI would be powerful but uFAI is unlikely - the chances of someone building something that turn out malign, either deliberately or accidentally, is small. Another one that I haven't seen articulated, is the AI could be malign and potentially powerful, but effectively impotent due to its situation.
To use a chess analogy: I'm virtually certain that Deep Blue will beat me at a game of chess. I'm also pretty sure that a better chess program with vastly more computer power would beat Deep Blue. But, I'm also (almost) certain that I would beat them both at a rook and king vs king endgame.
If we try to separate out the axes of intelligence and starting position, where does your intuition tell you the danger area is ? To illustrate, what is the probability that humanity is screwed in each of the following ?
1) A lone human paperclip cultist resolves to convert the universe (but doesn't use AI).
2) One quarter of the world has converted to paperclip cultism and war ensues. No-one has AI.
3) A lone paperclip cultist sets the goal of a seed AI and uploads it to a botnet.
4) As for 2) but the cultists have a superintelligent AI to advise them.