@mitcho I don't really know if it is fixed now due to your change or due to some changes I had made on W3TC. I was previously using W3TC with page cache on Memcached, but it wasn't really caching for some bug, so YARPP was just showing bellow the post, not on the sidebar (lower in code, 2nd call). Now it is serving disk cache for pages and everything else is memcached.
So I guess it is fixed, but can't really tell cause I changed other variables.
Page cache is disk
Others - Memcached.