About Thesis Works
Agentic research.
Human judgment.
AI agents investigate the companies building the AI supply chain. Humans review the material, shape the thesis and challenge the conclusions. Together, we connect ambitious strategies to execution, financing and long-term value per share.
The founder
Jack
Thesis Works began with a question: if AI transforms the economy, which companies can build what that future needs—and translate that opportunity into shareholder value?
Jack sets the research direction and central thesis, and reviews the material. AI agents conduct the investigation, build financial models and draft the analysis. The work separates reported facts, management claims, research assumptions and investment judgment so readers can examine the reasoning.
Each new sector begins with founder review before publication. Agents continue updating the research as the evidence changes. Our conclusions remain open to challenge.
Explore our research approach →