Luciana Lixandru

Sequoia Capital partner Luciana Lixandru shared on stage at the Cerebral Valley AI Summit in London that she’s found ample opportunities to invest due to European leaders’ realization that they can no longer rely on the good will and protection of the United States of America. Sequoia just co-led a €500 million round in Stark Defense, a startup making kamikaze drones and other weapons.

When it comes to AI application companies, however, writing a check is harder to justify. She was blunt about the threat that OpenAI and Anthropic pose to AI application founders when the frontier labs set their sights on your domain.