I think your logic is generally right, but I'd say in addition to being a gateway into future deals, it's also a guarantee that they'll be in for any truly huge

I think your logic is generally right, but I'd say in addition to being a gateway into future deals, it's also a guarantee that they'll be in for any truly huge wins. There's a solid chance that the next Google or Facebook-level company will come through YC, and this deal means they'll get a piece of it.