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Thesis

The AI discovery engine.

Thesis is building the engine for discovery. Our aim is to help uncover the next AlphaFold or build the next Transformer, faster, more systematically, and at scale. We treat discovery not as a matter of luck, but as an engineering challenge to be solved. Thesis lets anyone build powerful machine learning models for anything they can imagine. The mission is to democratize invention by putting machine intelligence in everyone’s hands. Every major breakthrough in the next decade, in science, industry, or AI, will be built on systems like Thesis. We intend to define that category.
Active Founders
Sergio Charles
Sergio Charles
Founder
Thesis will become the engine for all future scientific discovery. Maximally truth-seeking. Prev: AI R&D at Google X, Nvidia and Stanford's AI Lab, working with Andrew Ng and Chelsea Finn. B.S. Math & CS, M.S. Stats Stanford
Luigi Charles
Luigi Charles
Founder
Betting the farm that AI will become meaningful in the discovery of new science. Second time founder. Previously co-founded Sphere. Scaled its fintech rails from zero to billions in annual global payments volume and a $100M+ valuation. BS. Columbia Math & CS. All in. Zero hedge. Thesis is inevitable.
Company Launches

Thesis is an applied AI lab accelerating the frontier of AI discovery.

We're making it possible for researchers anywhere to discover the next Transformer or invent the next AlphaFold.

Mission

Our mission is to make state-of-the-art AI discovery 10x faster and 10x cheaper. The big labs are racing to get there, but their need to productize and turn a profit has already weighed them down. Thesis embraces rapid experimentation and novel fundamental research. Our singular focus, outcome-driven mindset, and early results give us confidence that we can get there first.

Results

Thesis is state-of-the-art on OpenAI’s Machine Learning Engineering benchmark (MLE-Bench).

MLE-Bench tests how well AI systems can train ML models autonomously, a first step toward self-improving systems. We achieved this result in the record time of 1 month and with only $10k in compute. Agents will get you far, but not far enough. Our methods mix old school with new, and have already outperformed teams of researchers at Microsoft, Google, Meta, and Baidu.

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Team

Luigi and Sergio are brothers. Back in 2021, Sergio wrote about a future where AI could create its own algorithms. With today's foundation models, that future is suddenly within reach.

Sergio worked on AI R&D at Google X, Nvidia, and Stanford’s AI Lab (SAIL). He has published work at NeurIPS and ICML, and has worked with Chelsea Finn and Andrew Ng.

Luigi built Sphere, a fintech company that processes billions of dollars every year in global cross-border payments. Sphere was recently valued at $250 M+ in its Series A round.

10 Year Vision

The holy grail of AI is building self-improving systems that, guided by human creativity, enable breakthroughs and new paradigms achieving state-of-the-art results under resource constraints.

In the limit, our engine will expand beyond ML to every domain of science, from computational biology, to theoretical mathematics and physics. Thesis will autonomously discover new knowledge and become the driving force behind humanity’s scientific progress.

Our Ask

We collaborate with leading institutions, startups, and independent researchers around the world. If you’re interested in what we’re building, please get in touch: [ask@thesislabs.ai](mailto:ask@thesislabs.ai)

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Hear from the founders

How did your company get started? (i.e., How did the founders meet? How did you come up with the idea? How did you decide to be a founder?)

We are brothers, best friends since birth. We grew up in the Caribbean with our mom, did math on small islands, taught ourselves calculus from MIT OpenCourseware when we were 12, and published graduate math by the time we were 16. We built worlds together in Minecraft as kids; now, we’re building the next generation of scientific computing.

The idea for Thesis clicked when we realized there was no agentic tool for computational work: nothing that could autonomously reason through complex data, whether in science, AI, finance, or any data-driven domain. Once we saw that gap, the path was obvious. We’ve always wanted to build things together and chart our own future, so becoming founders felt like a natural extension of who we are.

How did you decide to apply to Y Combinator? What was your experience applying, going through the batch, and fundraising at demo day?

Sergio applied to Y Combinator while working at Google X. Across his time in AI R&D at Google X, Nvidia, and Stanford’s AI Lab, he kept running into the same gap: researchers exploring data, running experiments, and building models had no real tooling: nothing like the workflows available to regular software engineers.

That insight sparked Thesis. As Sergio and Luigi began exploring the idea together, it quickly became clear that what started small had far larger implications. Luigi had been scaling his last company to billions in cross-border payments, but the chance to work on something that could fundamentally reshape how science advances was far more compelling. If we executed well, Thesis wouldn’t just be another tool: it would become the engine for scientific discovery itself. That conviction ultimately shaped our experience through the batch and beyond.

What's the history of your company from getting started until the present day? What were the big inflection points?

We’ve just begun.

What is the core problem you are solving? Why is this a big problem? What made you decide to work on it?

Computational science still runs on tools built for a pre-AI world. Software where researchers analyze data and make discoveries, were never designed for automation. Today’s coding agents can write code, but don’t understand the data they’re acting on. Scientists end up doing manual, fragile, error-prone work. We felt this pain firsthand across our time in AI R&D and saw the same gap everywhere: researchers have no infrastructure to automate experimentation or extend their capabilities. Thesis solves this by bringing data-aware AI agents directly into the scientific environment: virtual teammates who monitor experiments, analyze results, surface insights from the literature, and run background workflows safely and reliably, turning discovery into an assisted and continuously improving process.

What is your long-term vision? If you truly succeed, what will be different about the world?

Thesis will autonomously discover new knowledge, becoming the engine of humanity’s scientific progress. In the limit, Thesis will generate ideas, run experiments, interpret results, and iterate. Every major breakthrough, from new materials to new energy systems, will be invented on Thesis.

Thesis
Founded:2025
Batch:Fall 2025
Team Size:2
Status:
Active
Location:San Francisco
Primary Partner:Tom Blomfield