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Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

2025-08-29 Entertainment
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All-In Podcast
All-In Podcast
1.1m subscribers

Political Turmoil and Economic Design: Firing Fed Governors, Chip Stock Equity, and the Future of Aging Research

Analyze the unprecedented move to fire a Federal Reserve Governor and debate whether the Fed should be truly independent, while exploring radical new equity models for government investment and breakthroughs in cellular rejuvenation.

Short Summary

  • Determine if the Federal Reserve is inherently partisan and whether a sitting president should have the power to remove governors for cause.
  • Evaluate the new US strategy of taking non-voting equity stakes in companies like Intel instead of providing unconditional federal grants.
  • Assess the implications of using LLMs to design novel proteins that dramatically accelerate cellular reprogramming for anti-aging therapies. The discussion tackles major structural changes in US monetary policy, strategic investment, and nascent longevity science, offering insights into political friction points and technological frontiers.

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Description

(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like? (36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security? (51:37) US Sovereign Wealth Fund (58:41) Why corporate bankruptcies are trending up in 2025 (1:12:12) OpenAI's novel LLM-based approach to longevity research Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.mena.launch.co https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841 https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud https://truthsocial.com/@realDonaldTrump/posts/115092130707196133 https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push https://www.cnbc.com/2021/06/10/cpi-may-2021.html https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve https://blockworks.co/news/powell-we-can-retire-the-term-transitory-inflation https://www.statista.com/chart/28437/interest-rate-hikes-in-past-tightening-cycles https://www.firstlinks.com.au/druckenmiller-biggest-mistake-history-fed https://www.pbs.org/newshour/economy/u-s-inflation-at-9-1-percent-a-record-high https://www.reuters.com/markets/us/futures-slip-last-trading-day-torrid-year-2022-12-30 https://www.warren.senate.gov/imo/media/doc/warren_hickenlooper_whitehouse_letter_to_fed_re_september_rate_cut.pdf https://www.washingtonpost.com/technology/2025/08/22/trump-says-intel-ceo-agreed-give-us-government-10-billion https://truthsocial.com/@realDonaldTrump/posts/114987288040725570 https://www.dallasnews.com/opinion/commentary/2025/08/08/time-for-a-pledge-to-control-government-spending https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/8/july-us-corporate-bankruptcy-filings-hit-highest-monthly-total-in-5-years-91873904 https://x.com/Pavel_Asparagus/status/1960369680457113764 https://demo.trypicnic.com https://seekingalpha.com/news/4490024-q2-gdp-growth-revised-higher-to-33-pce-increase-revised-lower-to-20 https://www.wsj.com/real-estate/commercial/the-bill-is-coming-due-on-a-record-amount-of-commercial-real-estate-debt-451ec8cb https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences #allin #tech #news

Top Comments (10)

@AliHusen 2025-08-30

The mental gymnastics Chamath has to do every week to defend is truly commendable. 5 star review

809 40 replies
@allenwads7488 2025-08-30

Can we have a science based discussion on RFK Jr.?! I want to hear Friedberg’s take on what’s happening in healthcare!

609 22 replies
@monkeysezbegood 2025-08-30

Frieberg. Start your own show.

489 11 replies
@wolfofdubai 2025-08-29

All-In is basically barbershop talk for billionaires💈💸

324 14 replies
@Exzeph 2025-08-30

As a long-time listener of the program, it's very odd for me to have very precise memory of y'all praising the fed chair for the same moments that you're now castigating him for, almost like your proximity to a particular political figure has altered your own thinking. If we lose an independent chair, then there's no basis for confidence in the U.S. as a reserve currency -- and maybe that's exactly what y'all want since Bessent and Lutnick want to end that entirely. But that kind of action and also casting doubt on the ability for BLS to put out accurate stats, begins the end of the U.S. being the preferred market for capital globally.

254 9 replies
@marcuslamarre713 2025-08-30

Never thought Chamath would be pushing an end the fed narrative. I love this time line

210 14 replies
@tomboi425 2025-08-30

God Bless the science section!

81
@michaelr1989 2025-08-30

Friedberg's breadth of knowledge is insane - a real intellectual

76
@ToMBrlcKeR 2025-08-30

Friedberg is reasonable when it comes to creating a sovereign wealth fund. Unfortunately, when government gets involved, short-term politics (getting elected in 2, 4, or 6 years) always supersedes long-term financial stability, which is why Social Security's trust fund and Medicare fund is facing shortcomings in less than a decade.

46 1 replies
@pikaso6586 2025-09-05

David (Friedberg') the only one worth listening here

22

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