Supporting Characters: BBAI & RGTI

Every serious performance eventually reaches a moment where brute force stops working.

More data doesn’t help. More speed doesn’t help.

What’s needed instead is judgment—and sometimes, entirely new ways of computing it.

These two characters arrive precisely there.

Character One: BBAI — The Strategist

BigBear.ai operates where complexity overwhelms humans.

BBAI builds decision-intelligence systems used in defense, logistics, and national-scale operations—places where outcomes depend not on a single insight, but on how thousands of variables interact under pressure.

If this portfolio were a play, BBAI would be the Strategist.

Not the one who gathers information. The one who decides what matters.

This character thrives in uncertainty, turning noise into ranked options, probabilities, and paths forward. When systems grow too complex to intuit, BBAI steps in to structure choice.

Character Two: RGTI — The Experimenter

Rigetti Computing exists further out on the timeline.

Where others optimize today’s tools, RGTI questions the tools themselves.

Rigetti is building quantum computing systems—technology that does not yet outperform classical machines for most real workloads, but may one day solve problems that are currently unreachable.

In this performance, RGTI is the Alchemist.

Working in the margins. Testing assumptions. Accepting that progress may come unevenly—or suddenly.

This character is not here to deliver certainty. It is here to expand possibility.

Why these characters matter now

These are not volume players.

They matter because modern systems are reaching limits:

• Decision-making at scale strains human cognition

• Classical compute strains under exponential complexity

BBAI addresses how we decide. RGTI explores how we compute.

Both challenge the idea that more of the same will be enough.

How they fit the cast

• They amplify the Watchers and Operators by interpreting their outputs

• They test assumptions held by more established roles

• They introduce asymmetry—small inputs, outsized outcomes

These characters don’t stabilize the stage. They change how the stage is understood.

Looking ahead

These roles may remain quiet for long stretches.

But when the plot demands:

• Faster decisions

• Better tradeoffs

• Or entirely new solution spaces

They step forward quickly.

Thus the strategists take their seats. The act continues.

Disclaimer

This content is for informational and educational purposes only and does not constitute financial, investment, or trading advice. Nothing here should be considered a recommendation to buy or sell any security.

The companies discussed may be held personally, and opinions expressed reflect an evolving research and learning process that may change over time. Investing involves risk, including the potential loss of capital. Always do your own research or consult a qualified professional before making investment decisions.