Thats a tough one honestly, if you're an incubator, you almost want to always be at the ground level for those that will take off,YC has a history of that. Looking back I'm not sure anyone was a "visionary" to see the potential but maybe it was a case of threw enough ** at the wall and some stuck.
Either way I don't think it's a bad thing, small startups should have the ability to flourish and fail. I am just surprised it's all AI at the moment when we still have problems left unsolved.