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I think you're both right. Success can be understood as binary, depending on how you interpret it. You either fail or you don't. But YC can help you find that faster than without YC. So there's room for improvement even if success is binary.

These guys got 10k users in a month. But maybe they'd get 100k in 3 if they had YC. Even if you understand that either way it would be a success anyway. It's still reasonable to assume that it would be a worthwhile deal for them. If YC missed the opportunity to help them get even better, even faster. It's reasonable for both sides to treat that as a bug.



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