UP.Partners

Today we're releasing our annual report: The Kinetic Age 2026, formerly The Moving World Report. It’s our most ambitious one yet.

AI is moving beyond the screen and flowing into factories, vehicles, energy grids, defense systems, and national strategies, triggering the largest industrial reorganization since the post-war era, and the biggest single-year capital deployment in the history of capitalism.

This year’s report defines eight forces reshaping the global economy from autonomous transportation equity to America’s race to reindustrialize.

We invite you to use it as a guide and share it with those who may find it as useful as we do.

Welcome to The Kinetic Age.

up.partners/the-kinetic-ag…

The venture model is evolving.

As AI reshapes software economics, investors are increasingly backing business models like holding companies, PE rollups, forward-deployed engineering, and full-stack hardware/software platforms that were once considered outside the scope of traditional venture.

In The Kinetic Age, we share data on why these models are gaining momentum and what they mean for the next generation of founders and investors.

Download your copy of The Kinetic Age here: up.partners/the-kinetic-ag…

Congratulations to the team at Coram AI on their $35M Series B raise!

Coram is applying advances in computer vision and AI to help organizations get more value from the security infrastructure they already have — turning cameras and sensors into systems that can surface insights, identify incidents, and improve response times.

When visiting Coram's office, we saw firsthand how powerful the technology has become. As our partner Ally Warson shared in @BusinessInsider:

“I told the product in French to pull up all the people who had entered the office that morning wearing white shoes with a blue stripe. And we watched it translate the French into English, and pull up photos of us entering the office.”

We are proud to participate in this round and are excited to continue supporting Ashesh Jain, Peter Ondruska, and the entire team at Coram!

Read more here: businessinsider.com/coram-turn-sec…

There’s been a rupture in the rules-based international order. As a result, middle-power countries are forming new coalitions to secure sovereignty across four major industries:

1. AI
2. Energy
3. Space
4. Manufacturing

Nations are building domestic AI stacks to reduce dependence on U.S. hyperscalers, investing in chipmaking and industrial capacity to compete on their own terms, and forging new allegiances to secure the resources and infrastructure they can't yet build alone.

Meanwhile, electrification is disrupting the historic power dynamics between petrostates and the nations that depend on their oil. And the LEO economy is raising new questions of sovereignty for nations that have long depended on others for satellite access.

Download The Kinetic Age and head to Section 2 for a deep dive into how nations across the globe are reorganizing their economies and allegiances in response to recent geopolitical moves: up.partners/the-kinetic-ag…

We’ve been working on something really special that we’re excited to share with you today: UP.Partners has entered into a strategic relationship with TWG Global.

What that means is, with TWG Global’s support, we’ll be expanding our platform and resources to do more of what we do best: backing entrepreneurs and companies rebuilding the physical world through hardware and software.

TWG Global is a diversified holding company whose portfolio includes Guggenheim Investments, the Los Angeles Dodgers, the Los Angeles Lakers, and the Cadillac Formula 1 Team. Their trust means the world to us.

And we’re still UP.Partners. But we’re now better equipped to back and support founders from seed stage all the way through IPO.

Learn more about our plans here: up.partners/up-partners-an…