YAGNI is about avoiding premature optimisation. A lot of these make sense. But they always do. And the road to shipping hell is paved in good architectural practices. To ship a first version of a product, we always need to cut corners. Deep, horrible, painful, cuts. Because if we spent the time to make the perfect product, we'd launch too late. A lot of these YAGNI things are not "you're never going to need it", but…
The hard lesson I learned during the dotcom era and immediately after is that this cult like worship of version 1 ends up sinking many companies but since it's new nobody wants to hear, it doesn't get reported well. Any asshole can ship version 1. Shipping version 2 takes some talent. In particular, to your scenario, there's a reason why companies operate in 'stealth' mode. The moment they are on the public radar, no…
But I've seen sooo many startups ship version 1 and sink without trace. I'd say the vast majority of startups don't ever need to worry about version 2 because version 1 isn't going to get any traction.
The thing about YAGNI isn't technical - it's commercial. Ship version 1 as cheaply and quickly as possible so you understand whether there's any point in continuing.