This reminds me of the fearsome chapter in Launch Pad where Paul Graham is telling the founders of Science Exchange that VCs use any excuse when they dont like you as a reason not to fund in their case circumvention in this case "strategic issues and proof points". Which leads into another Paul Graham quote "Listen to the answer ,dont listen to the reason"
Also the investor couldnt have been more obvious with the fact that the real reason he emailed Paul was that he wants to get his claws in YC on a deeper level " keep em coming" "on a seperate note we feel we could be doing more to help YC companies" on a seperate note? really? Paul is a veteran at the VC game so trying to bait and switch him with all the "we loved him and where impressed but" nonsense is crazy to me. But its one of his partners so it might be just a simulation of the dozens of emails he gets like this on a daily basis