Asking because I have no idea - What companies were the big wins from Sam's YC time?
https://www.ycombinator.com/companies?batch=S19&batch=W19&ba...
The B2B stuff seems like things YC companies can just sell each other and make startup pain points easier, like pick axe stuff that doesn't require as much original vision or as much risk.
And there's also B2B vs B2C.
A better way of looking at it would be to try analyzing the performance of Sam’s personal investments. And comparing it against a baseline (e.g. Sequoia or YC).