I don't see why it doesn't. If someone had an awesome idea for finding highly valuable companies in a previously underserved market, you don't think YC would invest in them? If you don't then you're missing the point of for-profit companies in general.
It's like every time we see an argument that some company would never do X, because obviously they are in the business of Y and Y is so far removed from X. Well that's just missing the point altogether. Companies are in the business of making money, and if X is an opportunity they can capitalize on, of course they're going to pursue it! Drawing lines in the sand is only limiting your own vision, others will not be so constrained.
It's like every time we see an argument that some company would never do X, because obviously they are in the business of Y and Y is so far removed from X. Well that's just missing the point altogether. Companies are in the business of making money, and if X is an opportunity they can capitalize on, of course they're going to pursue it! Drawing lines in the sand is only limiting your own vision, others will not be so constrained.