The latest YC companies, like all YC companies, are encouraged to launch as soon as they've built something with a quantum of utility. Of course such things are small initially.
Everything can be spinned as an add-on for something else.
Yeah. Google was an add-on for portals. Microsoft was an add-on for the Altair.
Yes, makes me wonder how much 'optimizing for exit' is too much. Small investments, small companies, small 'dipshit' exits?