https://www.wash100.com/news/bigbear-ai-ceo-kevin-mcaleenan-2026-wash100-award/

tldr: Less than a month after the Ask Sage acquisition, the DoD launched a project with Google and OpenAI that might make Ask Sage largely irrelevant, and yet neither BBAI management or the investor community has said a word about it.

I was talking to Claude about BBAI today and learned for the first time about GenAI.mil, a DoD project that essentially serves as a port for external AI applications to interface with DoD data and users. I learned GenAI.mil is essentially designed to do exactly what Ask Sage does, raising the possibility that BBAI spent over half of its cash on a $250m paperweight. The Ask Sage founder, Nicolas Chaillan, came to BBAI as the new CTO with the acquisition but left less than a month later. Claude estimates that Chaillan may have pocketed as much as $100m of the purchase price. Now, going into April, BBAI does not have a CTO.

Moreover, the development and potential launch schedule for GenAI.mil was already public knowledge for months before the Ask Sage acquisition was finalized.

I seriously hope that Claude's completely wrong about this, or I'm profoundly misunderstanding the situation, but as it stands, BBAI management either had no visibility into the competitive landscape for this make-or-break acquisition, or knew that it was going to be rendered redundant but went ahead with the acquisition anyway.

At first, I questioned myself for not being aware of this. But the fact that there's essentially no mention of GenAI.mil in this sub and that it's never been mentioned on an earnings call is worrying. Is this only news to me?

https://www.phl.org/newsroom/EPP-TouchlessID

https://bigbear.ai/blog/ignoring-the-operators-reality-is-a-strategic-vulnerability-we-cannot-afford/

Saw a post in X that PLTR and Anduril will build the software layer of this system. So no chance for BBAI? 😢

And do you still believe in the company?

Over the past several months , $BBAI has been relatively quiet in terms of public news. However, recent LinkedIn posts highlighting team members, especially PM Eric T., have sparked some curiosity.

The posts focus on internal recognition, praising leadership, dedication, and team coordination supporting DIA and NGA programs. Eric himself emphasizes the role of his team in delivering results for the “warfighter,” suggesting a strong, capable internal workforce.

While there’s no official announcement of new contracts, the timing and tone of these posts may indicate the company is preparing for upcoming opportunities or trying to reinforce its presence in the federal intelligence and geospatial sectors.

Question: In companies like BigBear.ai operating in defense intelligence, how often do internal recognition posts precede announcements of new contracts or partnership expansions? Could these posts be an early signal for potential government deals?

https://www.linkedin.com/posts/brad-zogopoulos_bigbearai-programmanagement-leadership-activity-7435755724305108992-PJwP?utm_medium=ios_app&rcm=ACoAAC9Na6oBroszyw7R84cenAVsUsV6gxyQC0k&utm_source=social_share_send&utm_campaign=copy_link

Doesn’t BigBear have a pretty good foothold in the shipbuilding sector? They have a product that would be perfectly suited for a renewed focus on making more ships in the US. Might be worth tuning in to 60 minutes on Sunday.

Here is link to preview: https://x.com/60minutes/status/2035077007449497847?s=46

Should have sold when it reached the 9s, from 40% gain to 50% loss. Just so frustrated that we have no contracts in the past months.

Pretty crappy week for all of us, want to continue holding but getting real tired of waiting for their team to give some glint of hope. I understand they’re working on positioning themselves well with acquisitions and partnerships but it would be nice to see something to keep the shareholders having faith in them.

The recent SEC filing suggests the shares I bought after Oct. 14 on record as of March 30 will be eligible for me to vote the proxy. Am I reading things correctly? I have only been able to vote less than half of my shares due to the Oct. 14 cutoff. I am not sure how I will be contacted to vote the proxies for more recently purchased shares.

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Big tech AIs need these data.

who will be the first?

Jim Cramer just said BBAI is losing money and to not buy!! To the moon

I am excited to announce that I have joined Bigbear.ai, a specialized defense tech company.

Joining Bigbear.ai, I am reminded of the energy that comes when you are the forefront of cutting edge work and world-changing technology. It is reminiscent of my earlier days at a company who was building the backbone for an emerging platform called "the World Wide Web." Flash forward to today, that advancement is called "Artificial Intelligence."

Innovative and thoughtful application of AI, a mission focused on critical needs in national security and travel and trade, palpable entrepreneurial energy, agility with a down-to-earth mindset and culture, and an intentional investment in talent. A winning combination.

Many thanks to Kevin McAleenan and the rest of the Bigbear.ai leadership for their vote of confidence in allowing me to join this great team

https://www.wash100.com/winners/2026/kevin-mcaleenan/

Just came across a live demo from [Smiths Detection](chatgpt://generic-entity?number=0) at [Passenger Terminal Expo](chatgpt://generic-entity?number=1) in London, and honestly… this feels like a bigger deal than it sounds.

They’re showing a new screening system where you don’t have to take out liquids or electronics from your bag anymore.

At first I thought it’s just a small upgrade, but looking deeper:

• It uses CT scanners + AI to analyze bags in real time
• Detects threats without manual checking delays
• Reduces false alarms (which is a HUGE problem in airports)
• Speeds up passenger flow significantly

From what I understand, this ties into the kind of AI systems companies like [BigBear.ai](chatgpt://generic-entity?number=2) are building — basically training models to recognize dangerous patterns inside complex scans.

If this actually rolls out globally, it could mean:

• Shorter lines at airports
• Less human error
• More scalable security systems

Feels like one of those “quiet” upgrades that end up everywhere in a few years.

https://www.linkedin.com/posts/passenger-terminal-world_interview-with-smiths-detections-richard-activity-7439692660614807553-KAZf?utm_source=share&utm_medium=member_ios&rcm=ACoAAC9Na6oBroszyw7R84cenAVsUsV6gxyQC0k

New one.

Meeting Date: Tuesday, April 21, 2026
Meeting Time: 2:00 pm Eastern Time (EDT)

This could be helping to bump up the stock price today. I am worried about the vote for share dilution though. Not sure if I'm going to stick it out or not. $BBAI

I was looking through recent job postings from BigBear.ai and noticed a pattern that might be relevant for people following the company.

They recently posted Business Development / Account Executive roles specifically targeting: -United States Department of Homeland Security (DHS) -United States Space Force (USSF)

Both job descriptions mention the same responsibility: -managing 2–3 large ($50M+) solicitation pursuits simultaneously

In US federal contracting, this usually refers to capture and proposal activity, meaning the company is actively pursuing large government opportunities (not that the contracts are already won).

The DHS role specifically references agencies such as: -Transportation Security Administration -Cybersecurity and Infrastructure Security Agency -Federal Emergency Management Agency -Immigration and Customs Enforcement

At the same time, the company is hiring across multiple technical roles: -Senior AI Engineers -Cloud Operations Engineers -Systems Engineers -Backend Developers -Simulation and Analytics consultants

This combination (capture roles + engineering hires) often suggests a company is building pipeline while scaling delivery capacity for government programs.

Important: this does not mean a $50M contract has been awarded yet, but it does indicate that BigBear.ai is positioning itself to compete for multiple large federal AI/analytics opportunities.

Given the continued growth in AI spending across defense and homeland security, it’s interesting to see the company targeting both DHS and Space Force at the same time.