BigBear.ai ($BBAI) started as a rollup of defense and intelligence contractors and went public via a SPAC with a clear focus: "decision intelligence"—using AI to help government and commercial customers make faster, better choices in complex environments. In this episode we unpack their transition from services-heavy government work toward a software- and platform-led model (including the acquisition of Ask Sage), the strengths of their niche in mission-critical defense and intelligence applications, and their push into commercial and international markets. We also dig into the risks: heavy reliance on federal contracts, long sales cycles, past accounting issues and control weaknesses, and fierce competition from the likes of Palantir and other large contractors. Is BigBear a focused challenger with real upside as AI spending grows, or a high-risk bet that still needs to prove it can scale and convert demand into steady, recurring revenue?

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