The Transcript Desk Substack archive

The Transcript Desk

The searchable public home for The Transcript Desk Substack: polished, readable transcripts of high-signal YouTube conversations.

Find the Substack posts

People often arrive here after seeing The Transcript Desk mentioned in a YouTube comment. This archive makes the Substack posts discoverable without needing a direct YouTube comment link.

View all

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | Edited Transcript

Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down how investors should think about the SpaceX IPO, xAI compute economics, orbital data centers, Fable 5 and Mythos, frontier-model revenue, and the latest AI capex math.

Jun 12, 2026 Source video
Read transcript

Why the AI Boom Is Just Getting Started | Edited Transcript

A professionally copyedited transcript of Patrick O’Shaughnessy’s Invest Like the Best conversation with Alex Sacerdote on AI S-curves, Anthropic, infrastructure scarcity, software disruption, hardware, and Whale Rock’s research process.

Jun 11, 2026 Source video
Read transcript

Lecture 13: Portfolio Management | Edited Transcript

A professionally copyedited transcript of Jake Xia’s MIT OpenCourseWare lecture on portfolio construction, endowment management, rebalancing, gain-loss sizing, crowding behavior, and power-law market dynamics.

Jun 1, 2026 Source video
Read transcript

Gemini co-leads on project origins and what's next | Edited Transcript

A professionally copyedited transcript of Logan Kilpatrick’s Google for Developers conversation with Jeff Dean, Koray Kavukcuoglu, Noam Shazeer, and Oriol Vinyals on the origins of Gemini, the Google Brain and DeepMind merger, Gemini 3.5 Flash, Omni, world models, distillation, data-efficient learning, self-learning agents, and what may come next.

May 31, 2026 Source video
Read transcript

How it works

The publication workflow stays simple: make the transcript, publish it, and keep the owned archive updated.

1

Open a YouTube video and generate the professional transcript.

2

Publish the readable transcript on The Transcript Desk Substack.

3

Use this site as the searchable, stable route back to the archive.