Sequoia's George Robson Charts Future: Young Entrepreneurs, AI Influence, Fintech Shift and Defense Investments

Published: 06 Jun 2025
Exploring the evolving landscape of European startups, Sequoia partner George Robson discusses budding entrepreneurs, the growing influence of AI, fintech trends, and the potential of defense tech.

In an era brimming with opportunity for early-stage entrepreneurs, George Robson, a partner at Sequoia, lays particular emphasis on the relentless speed at which companies are changing - a trend largely fueled by AI advancements. He draws attention to the fact that in this AI-driven epoch, building more with smaller teams in less time has become the new norm, thereby mounting pressure on founders to constantly evolve at an unprecedented rate.

But it’s not only the founders who are feeling the heat. Investors like Robson are also investing time and energy into ‘pre-founders’ - individuals who are yet to launch their ventures. These prospective founders are considered fertile ground for discovering and cultivating Europe’s future big businesses.

However, Fintech isn’t the only field poised to whip up the next technological revolution in Europe. Robson has his eyes set on defense tech as an intriguing investment territory. Backed by increasing government budgets, this sector is expected to filter abundant resources into tech startups. The governing dynamics here differ starkly from other sectors - success in defense tech hinges on having ‘unfair access’ to information including understanding budget construction and effectively using that knowledge to up their chances of winning project bids. It’s a game of early access, mobilization of resources and replication of successful tender applications.

Boasting a vibrant mix of AI-influenced startups, groundbreaking fintech legislation and rising defense tech opportunities, Europe stands as a compelling tech arena for aspiring entrepreneurs and global investors alike. Robson’s insights remind us that charting the outcomes of these trends won’t just rest on predicting what will be invented but also appreciating the dramatic transformations industries will undergo in the process.