It's your thread, so steer away!
I have a bunch of Verbos modules and they're great, but they are quite the investment for someone just starting out. If money isn't a problem by all means, get them, but there are more affordable options for similar features.
You can also download VCV Rack and explore many different sounds in there without opening your wallet. All of the Mutable Instruments are available in there (under the brand "Audible Instruments"). Many other IRL modules have VCV Rack analogs.
If you are interested in AM/FM, you might want to get a complex oscillator. They all seem to be based on an old Buchla 259r, so the difference in tone is what you'll want to focus on. I've had both the DPO and CS-L and I personally prefer the CS-L, but my buddy prefers the DPO. It is all person taste. There is even a Verbos and ACL complex oscillator. There is an old DivKid livestream out there where one of the guests had 2 oscillators to do the AM/FM stuff and then went to a single complex osc and was blown away by the difference. (I think it was James Ciglar on DivKid Modular Podcast #6 - Oscillators).
A Pam's New Workout with the Pexp expander might be a better solution than the Yarns, depending on what you want to do. Pam's by itself is a great multi-function module.
I had to look up DAAT and SynthSense, but if I found the right stuff, you might want a sampler like 1010 BitBox or an ALM Squid Salmple. I have the Squid and it's amazing. Then something to trigger those modules (external hardware includes a BeatStep/KeyStep Pro, or modules like a Euclidean Circles, Pam's New Workout, or even something like a Winter Modular Eloquencer.) I see you said sequencing is taken care of externally, but those 4 jacks on the Yarns get used up very quickly. I personally keep everything inside the case.