Ben Horowitz and Raghu Raghuram on AI, politics, and the questions they don’t have easy answers to

Former Commerce Secretary Wilbur Ross has raised alarms about China's potential to weaponize its supply chain, particularly in the realm of rare earths. This concern highlights a significant economic threat, as these materials are crucial for various technologies and industries. The implications of such a move could disrupt global markets and supply chains, making it a critical issue for investors and policymakers alike.

At the Fortune Most Powerful Women Summit, SAIC CEO Toni Townes-Whitley highlighted the challenges posed by America's aging infrastructure in the context of modern warfare. She emphasized that today's conflicts extend beyond traditional battlefields, suggesting that adversaries can leverage their entire industrial base to gain an advantage. This perspective is crucial as it underscores the need for the U.S. to innovate and adapt its defense strategies to remain competitive.

Hanneke Faber, speaking at the Fortune Most Powerful Women Summit, emphasized the importance of integrating AI into decision-making processes. She believes that having an AI agent in every meeting can significantly enhance productivity and insights, suggesting that companies missing out on this technology are at a disadvantage. This perspective highlights the growing role of AI in business strategy and the need for leaders to adapt to technological advancements.

The Fortune's Most Powerful Women Asia 2025 list highlights influential CFOs from major companies like Huawei, ByteDance, Sony, and Temasek. This recognition is significant as it showcases the impact of female leaders in shaping industries and driving innovation across Asia, inspiring future generations of women in business.

Fortune has opened nominations for its 2025 Next to Lead list, highlighting executives poised to influence the future of corporate America. This initiative is significant as it not only recognizes emerging leaders but also sets the stage for the next generation of business innovation and strategy.

Recent comments from several CEOs highlight that the ongoing immigration crackdown poses a greater threat to businesses than tariffs ever did. This shift in focus underscores the significant challenges companies face in hiring and retaining talent, which could ultimately impact economic growth. As businesses navigate these turbulent waters, the implications for the labor market and overall productivity are becoming increasingly concerning.

Arkeem Sturgis, a millennial father of six, has transformed his life from homelessness to establishing a successful trades business, highlighting the urgent need for a reskilling revolution in America. He emphasizes that many individuals desire hands-on work, pointing out the shortcomings in how the country prepares its youth for real-world challenges. His journey not only inspires hope but also serves as a blueprint for others seeking to improve their circumstances through practical skills.

Samsung Electronics has reported an impressive 32% increase in its operating profit for the third quarter, surpassing market expectations. This significant growth highlights the company's strong performance in a competitive tech landscape, driven by robust demand for its semiconductor and smartphone products. Investors and analysts are optimistic about Samsung's ability to maintain this momentum, which could lead to further innovations and market expansion.

Capstone has successfully sold a 25% stake in its Santo Domingo project to Orion for up to $360 million. This strategic move not only strengthens Capstone's financial position but also highlights the growing interest in mining investments. The deal is significant as it allows Capstone to focus on its core operations while partnering with Orion, a reputable player in the industry. This partnership could lead to enhanced development and exploration opportunities for the Santo Domingo project, benefiting both companies and their stakeholders.

Former Commerce Secretary Wilbur Ross has raised alarms about China's potential to weaponize its supply chain, particularly in the realm of rare earths. This concern highlights a significant economic threat, as these materials are crucial for various technologies and industries. The implications of such a move could disrupt global markets and supply chains, making it a critical issue for investors and policymakers alike.

Rio Tinto is optimistic about its fourth quarter performance, which is crucial for meeting its annual iron ore production forecast. The company is also seeing a positive trend in copper production, indicating a strong finish to the year. This is significant as it reflects the company's resilience and ability to adapt to market demands, potentially boosting investor confidence and impacting the global mining sector.

Delta Air Lines, despite being recognized for premium economy satisfaction, is facing backlash as numerous passengers report being stranded overseas due to a peculiar rule. This situation highlights the challenges travelers face and raises questions about airline policies, especially as Delta served over 200 million customers in 2024. The dissatisfaction among travelers could impact Delta's reputation and customer loyalty, making it a significant issue in the airline industry.

The United States has condemned China's actions following a recent vessel clash in the South China Sea involving the Philippines. This incident highlights ongoing tensions in the region, as the US reaffirms its commitment to supporting its allies and maintaining freedom of navigation. The situation is significant as it underscores the geopolitical struggles in the South China Sea, where multiple nations have competing claims, and it could impact future diplomatic relations and security in the area.