These are all so CapEx intensive it is totally disconnected from YC reality. Which implies if this is really what YC thinks is the direction we are headed, then the approach will essentially be much fewer bets at larger check sizes, for a very small subset. Also the business model for some of these is not exactly obvious. It’s either that or, public equity and/or massive debt heavy capex financing becomes more prevalent earlier on, so some type of high risk debt instrument. Alternatively this is partly a content marketing play to show how forward thinking and visionary they are.