I suspect that they all have a vision for being a billion dollar company, although that may not be the "phase 1" we're seeing here.
For example, Burrow just sells a single couch right now. It's apparently a really nice couch with a great buying experience, but it's just a couch. Probably not a billion-dollar business.
If I had to guess, though, they pitched a much large vision to YC. They probably talked about a whole suite of barely-luxury furniture. They want to take over the market for 20-30 somethings who have outgrown Ikea but don't want to go through the relatively crappy experience of normal furniture buying. That could be a billion-dollar business.
For example, Burrow just sells a single couch right now. It's apparently a really nice couch with a great buying experience, but it's just a couch. Probably not a billion-dollar business.
If I had to guess, though, they pitched a much large vision to YC. They probably talked about a whole suite of barely-luxury furniture. They want to take over the market for 20-30 somethings who have outgrown Ikea but don't want to go through the relatively crappy experience of normal furniture buying. That could be a billion-dollar business.