Another thing I've noticed is how features that have been around for a long time (web time), are slightly "modified" (most times more simplified, either for the good reason of simplification, or simply because of lack of technical experience, or in the worst case because of bad copying) many examples of this. but since you brought up dropbox, the first thing brings to my mind is box.net. again I'm not saying anything bad about it. I'm sure its better since I know about box.net and their not that great anyway. but my point is that there are not that many selections that are either new innovative products or an old idea that you could say wow this is how it should be implemented. say Google for example. And, they have common theme to them. no not from the perspective of the consumer or what the products are.
I really don't know about how yc views things but the theme of yc is clear. alteast to some degree. either because that's simply the result of their total work and it just produces this, or intention by design to move in this direction or both.
if you go to many vc's site and look under their portfolio many times you can find a common theme in their select.