Closelook's portfolio construction pairing long AI-infrastructure exposure against short disrupted-SaaS exposure.
AI Barbell is Closelook's portfolio construction approach that goes long AI infrastructure (compute, networking, power) while shorting the SaaS incumbents most exposed to agentic disruption. The structure isolates the build-out beneficiaries from the displacement losers as a single relative-value position. See AI Barbell 101.