> We make products that our users absolutely love and have seen phenomenal growth, and YC understands that. But it seems like it's very important to them that you are able to clearly articulate what your business will look like in ten years when it's a billion dollar company.

In life in general the "talk a good game" part plays particular significance in people's decision making even if what is being said doesn't hold water. Of course if your idea is super special in some way or you have some other huge advantage that gets peoples attention that doesn't matter but that covers edge cases, not normals.