# perea.ai Research

> Original research on the agent economy: B2A infrastructure, protocol adoption, vertical playbooks, and benchmarks from real audits. Published by Dante Perea.

## About

perea.ai Research publishes long-form technical papers (6,000–12,000 words) aimed at SaaS founders, payments engineers, AI architects, and infrastructure leads building in the agent economy. Each paper is grounded in primary sources — protocol specifications, company announcements, production benchmarks, and regulatory filings.

## Research Papers

All papers are freely accessible. Canonical URL format: https://perea.ai/research/{slug}

### B2A Infrastructure & Protocols

- [Agent-Ready API Design: The Contract Layer Beneath MCP](/research/agent-ready-api-design)
  RFC 9457, Capability Manifests, and the Discipline of Versioning Tools that LLMs Read

- [The Agent Payment Stack 2026](/research/agent-payment-stack-2026)
  x402, ACP, AP2, MPP, TAP, and the cryptographic settlement layer of the agent economy — how to choose, layer, and ship the payment infrastructure your category will run on for the next decade. Synthesized from 100+ primary sources, the x402 Foundation transition, the Tempo mainnet launch, and the first 12 months of production agentic transactions.
  Spanish: /es/research/agent-payment-stack-2026

- [The MCP Server Playbook for SaaS Founders](/research/mcp-server-playbook)
  Engineering, distribution, security, and monetization for the protocol that 30% of enterprise app vendors will ship in 2026 — synthesized from 100+ primary sources, production case studies, and the OWASP MCP Top 10.
  Spanish: /es/research/mcp-server-playbook

- [The B2A Imperative: A Field Manual for Becoming Sellable to AI Agents Before Your Competitors Are Visible](/research/b2a-2026)
  How Business-to-Agent infrastructure rewrites distribution, pricing, and customer acquisition in the 18-month window of category formation
  Spanish: /es/research/b2a-2026

- [Distributed Agent Observability for A2A: The Field Manual](/research/a2a-distributed-observability-field-manual)
  OpenTelemetry across agent boundaries, end-to-end latency attribution, and the platform-vs-protocol layer split that production teams actually ship

- [The A2A Field Manual](/research/a2a-field-manual)
  Agent2Agent v1.0, Linux Foundation Governance, and the Horizontal Layer of the Agent Stack

- [The A2A Protocol v0.3/v1.0 Implementation Guide](/research/a2a-protocol-v0.3-implementation)
  How the Agent-to-Agent Protocol Became the Linux Foundation's Horizontal Standard for Cross-Vendor Agent Coordination — Spec, Identity, SDKs, and What 150+ Orgs Are Actually Shipping

- [AI Agent Wallet Architecture: ERC-8196 and the 2-of-3 Threshold](/research/ai-agent-wallet-architecture-erc-8196)
  Cryptographically enforced policy compliance, MPC threshold signing, master/hot/agent key separation, and blast-radius limits for autonomous on-chain agents

- [AP2 Mandate Architecture: How the Agent Payments Protocol Extends A2A for Production Commerce](/research/ap2-mandate-architecture-2026)
  Mandate model, payments-specific Agent Card fields, the 100+ org coalition, and what the spec leaves to implementers

- [Browser vs Protocol Agents](/research/browser-vs-protocol-agents)
  When wrappers beat first-class API agents — the 2026 architectural decision

- [The MCP Buyer's Field Manual](/research/mcp-buyers-field-manual)
  What enterprises actually evaluate — RFP language, vendor scorecard, deployment audit

- [MCP OAuth 2.1 and the Enterprise SSO Reality Check](/research/mcp-oauth-2-1-enterprise-sso)
  RFC 8707 resource indicators, RFC 9728 protected-resource metadata, DCR vs CIMD — why Auth0/Okta/Entra ID still fail the MCP spec

- [WebMCP: The Site-Side Playbook for Agent-Ready Web Applications](/research/webmcp-tool-contracts-2026)
  How `navigator.modelContext`, the W3C Community Group spec, and Chrome 146's early preview turn every page into a callable tool surface for AI agents — and what to ship in your first 30 days

### Agent Infrastructure

- [Agent Inference Unit Economics: The 300x Deflation Curve and the FinOps Discipline](/research/agent-inference-unit-economics)
  GPT-4 cost $30-36 per million tokens at March 2023 launch — Gemini 2.5 Flash-Lite hit the market floor at $0.10 input / $0.40 output per million tokens by April 2026 (300-360x deflation in 37 months); IDC FutureScape 2026 projects 1B+ AI agents executing 217B+ actions per day and consuming 3.7 TeraTokens daily by 2029, with $68B+ annual delivery cost despite 87% per-action cost decline; G2000 agent use 10x + token+API call loads 1000x by 2027 — and the FinOps discipline founders must build (KV cache aware routing + LMCACHE 15x throughput + NVFP4 quantization 50% memory reduction + speculative decoding 50% latency cut + continuous batching) to survive the 3-5x aggregate-spend-up-despite-per-token-down-10x paradox

- [Agent Memory in Production](/research/agent-memory-production)
  Vector vs Graph vs Episodic — the third infrastructure layer after MCP and observability

- [The Agent Observability Stack](/research/agent-observability-stack)
  From trace to eval score — the third infra leg after MCP and payments
  Spanish: /es/research/agent-observability-stack

- [GEO/AEO 2026: The Citation Economy and the Discovery Layer of B2A](/research/geo-2026)
  How AI engines actually choose what to cite, what to ship in your content infrastructure, and the 90-day playbook to compound citations into pipeline — synthesized from the Princeton GEO benchmarks, 680 million tracked citations, and 100+ field studies.
  Spanish: /es/research/geo-2026

- [Cryptographic Signing for Agent Artifacts](/research/agent-cryptographic-signing-jose-cose)
  JOSE, COSE, SCITT, and the PQ/T Hybrid Composite Signatures That Will Outlive Quantum Computers

- [Agent Failure Autopsies](/research/agent-failure-autopsies)
  A dozen-plus production incidents and the architectural patterns they share

- [The Agent-Fleet Incident Response Runbook](/research/agent-fleet-incident-response-2026)
  Cross-protocol freeze coordination from Bybit to KelpDAO — what agent-wallet treasuries do when something breaks

- [The Agent Fleet Operating Model](/research/agent-fleet-operating-model)
  How 2026 teams run dozens of production agents — SLOs, cost rails, kill switches, progressive delivery

- [Agent Idempotency as an Orchestration Contract](/research/agent-idempotency-orchestration-contract)
  The 2026 field manual for four-tuple identity, durable steps, outbox commits, and saga recovery

- [The Agent Inbox: Ambient Agents and the UX After Chat](/research/agent-inbox-ux)
  Three shifts (trigger, concurrency, interaction), three protocols (AG-UI, A2UI, MCP Apps), and four reference designs (Cursor, Claude Code, Devin, Perplexity)

- [Claude Managed Agents Memory Stores](/research/claude-managed-agents-memory-stores)
  The file-system-memory reference implementation: /mnt/memory/, memver_ immutable versions, read_only injection defense, and the Opus 4.7 governance regression

- [The Edge AI Inference Stack: Phi-4-mini + Apple MLX + Snapdragon NPU + ONNX Olive](/research/edge-ai-inference-stack-2026)
  On-device reasoning under 200ms, 64K context, INT4 NPU acceleration — the deployment stack that runs Phi-4-mini on an iPhone 12 Pro

### Security

- [Browser Agent Security: The 2026 State of the Art](/research/browser-agent-security-2026)
  Cognitive Firewall, Atlas hardening, Claude for Chrome — defending agents that see screens

- [Capability-Based Security for Agent Runtimes](/research/capability-based-agent-security)
  Object-capability model, lattice authority, uninhabitable-state gates — the formal underpinning of CaMeL and FIDES

- [Runtime Alignment Auditing: LlamaFirewall](/research/llamafirewall-and-runtime-alignment)
  PromptGuard 2 + AlignmentCheck + CodeShield as the open-source guardrail stack for satisfying Meta's Agents Rule of Two

- [MAESTRO Threat Modeling for Multi-Agent Architectures](/research/maestro-threat-modeling-multi-agent-2026)
  How CSA MAESTRO complements the OWASP Agentic Top 10, NIST AI 600-1, CSA AICM/ATF, and the AWS Scoping Matrix in production agent threat models — and how AAGATE, CoSAI, and MITRE ATLAS turn it into runtime control

- [The Trust Layer Deep Dive](/research/trust-layer-deep-dive)
  Mandates, Identity, and the Cryptographic Stack of B2A — the Asymmetric Pivot

- [The Verifiable Bot Stack: Letting Agents In](/research/verifiable-bot-stack)
  BotID, Web Bot Auth, signed agents — the supplier-side counterpart to B2A

### Compliance & Regulatory

- [The EU AI Act 2026: A Procurement Compliance Field Manual](/research/eu-ai-act-2026-procurement-compliance)
  Article 26 deployer obligations, the GPAI Code of Practice, and the Article 9 artifact every B2B AI buyer must own by August 2

- [42 CFR Part 2 in Production: SUD Confidentiality, OCR Enforcement, and the EHR Stack After February 2026](/research/42-cfr-part-2-in-production-2026)
  The post-February-2026 substance-use-disorder confidentiality landscape — TPO consent, OCR enforcement, HIPAA-aligned penalties, and the consent-vault founder window

- [The AAIF Governance Model: Three Founding Projects, Seven Working Groups, and the Parallel A2A Track](/research/aaif-governance-model-2026)
  How the Linux Foundation built the governance layer for agentic AI — and what's still missing

- [Article 27 FRIA: A Methodology Field Manual for Public-Service Deployers](/research/article-27-fria-methodology-field-manual)
  ECNL+DIHR five-phase methodology, six statutory elements, Charter rights mapping, market-surveillance-authority notification — what a defensible FRIA actually looks like before 2 August 2026

- [The Construction Compliance Stack Field Manual](/research/construction-compliance-stack-field-manual)
  GC + subcontractor compliance: prequalification, change-order, OSHA, lien-rights, AIA documents — the operating playbook for builders shipping AI-native construction tools

- [EU AI Act Article 14 for Agent Fleets](/research/eu-ai-act-article-14-agent-fleets)
  The August 2 2026 compliance architecture — five oversight abilities, three patterns (HITL/HOTL/over-the-loop), and the conformity-assessment evidence pack

- [EU AI Act Vendor Contract Clause Library: The 2026 Procurement Playbook](/research/eu-ai-act-vendor-contract-clauses)
  MCC-AI High-Risk + Light, Article 25 deployer-to-provider boundary, AI-DPA addenda, training-data clauses, Article 50 transparency hooks, GPAI Code-signatory warranties — what every B2B AI contract must say

- [Right to Be Forgotten in Agent Memory: GDPR + CCPA Architectures for 2026](/research/gdpr-ccpa-agent-memory-compliance)
  Write wrappers, external indices, deletion APIs, the embedding-deletion provability gap, ADMT pre-use notices

- [HIPAA + SOC 2 for Health-AI Agents: The Dual-Examination Field Manual](/research/hipaa-soc2-health-ai-agents-2026)
  PHI handling, BAA-covered subcontracting paths, de-identification evidence, and the cross-framework crosswalk auditors stack on top of SOC 2 + ISO 42001 + HITRUST + FDA PCCP + state-law disclosures

- [The Policy Decision Record: Implementing the arXiv 2601.04583 Audit Primitive Across ERC-8196, ERC-8165, and AgDR](/research/policy-decision-record-implementation-2026)
  A Composable Field Manual for Court-Admissible Agent-Action Audit Trails Under EU AI Act Article 12, ISO 42001, FRE 902(13/14), and the Canada Evidence Act

- [SOC 2 Type II for AI Agents: The Missing Controls Framework](/research/soc2-audit-framework-ai-agents-2026)
  How the AICPA Trust Service Criteria Map to Agent Identity, Behavior Monitoring, Tool Authorization, and Kill-Switch Evidence — and How OpenAI, Anthropic, Microsoft, Google Show Their Work

- [The Unified AI Governance Stack: NIST + ISO 42001 + EU AI Act in One Evidence Base](/research/unified-ai-governance-stack-2026)
  70–80% control overlap, the official NIST↔ISO 42001 crosswalk, Singapore IMDA AI Verify interoperability, and the single-evidence-base methodology — collect once, satisfy three regimes

### Healthcare

- [Healthcare AI Agents 2026: Incidents, HIPAA, and the Triage Problem](/research/healthcare-agent-incidents-and-compliance)
  Nature Medicine February 2026 ChatGPT Health structured stress test (960 responses across 21 clinical domains; 52% undertriage of gold-standard emergencies; anchoring odds ratio 11.7 when family minimizes symptoms) + March 9 2026 Minnesota federal court order forcing UnitedHealth to disclose nH Predict (90% error rate; 0.2% appeal rate; 82% AI prior-auth overturn rate industry-wide) + April 22-27 2026 Senator Cantwell report on Medicare WISeR delays (4-8 weeks vs 2 weeks pre-pilot; UW Medical 15-20 day average; ~100 epidural-steroid patients waiting; 6-state pilot) — three canonical 2026 healthcare-AI failure modes and the operator playbook to avoid each

- [AI Scribes for Couples, Family, and Group Therapy](/research/ai-scribe-couples-family-group-therapy-2026)
  Multi-speaker diarization, modality-aware notes, and the founder wedge that the horizontal scribe cohort cannot replicate

- [The Measurement-Based Care Stack: PHQ-9, GAD-7, and the Outcome-Automation Cohort 2026](/research/measurement-based-care-stack-2026)
  How validated instruments, the CY 2026 CMS Physician Fee Schedule, HEDIS Measure Year 2026, and the NeuroFlow + Owl + Greenspace + Blueprint cohort built a behavioral-health outcome-data layer that founders are now picking apart for vertical wedges

- [The Practitioner-to-App Pipeline](/research/practitioner-to-app-pipeline)
  How a domain expert (therapist, dentist, accountant, GC) builds a vertical AI tool for their own practice and ships to peers

- [The Therapist AI Scribe Playbook](/research/therapist-ai-scribe-playbook)
  Founder field manual: 1.2M target practitioners, $20-$199/mo pricing band, EHR integration paths, MLP communities (AAMFT, NASW, APA, r/therapists)

### Financial & Tax

- [The Fractional-CFO-Agent Playbook](/research/fractional-cfo-agent-playbook)
  How AI agents restructure the $3.2B fractional-CFO market: continuous-FP&A operations layer underneath, retained CFO judgment on top

### Evaluation & Benchmarks

- [The Validated Learning Taxonomy: A Falsifiability-Forcing Schema for Pinnacle Gecko Experiments](/research/validated-learning-taxonomy)
  Why 62 logged experiments can produce zero validated learning — and the multi-axis taxonomy that fixes it.

- [The Multi-Judge LLM Calibration Playbook](/research/multi-judge-calibration-playbook)
  Cross-family ensembles, Bradley-Terry-Davidson aggregation, CARE confounder-aware fusion — beyond simple majority vote

- [Accessibility Tree vs Screenshot](/research/accessibility-tree-vs-screenshot-perception)
  The perception-layer decision for browser agents in 2026 — token cost, latency, flake rate, and the hybrid pattern

- [BEAM and LIGHT: Beyond a Million Tokens](/research/beam-light-long-context-memory-bench)
  The ICLR 2026 long-context memory benchmark, the cognitive-inspired three-memory framework, and what +155.7% on 10M-token conversations means for production agents

- [Eval-Driven Development for AI Agents](/research/eval-driven-development-agents)
  Red-Green-Refactor for Non-Deterministic Systems — DeepEval, LangSmith, Braintrust, Phoenix, Promptfoo Compared

- [GUI Grounding Models 2026](/research/gui-grounding-models-2026)
  The Open-Source Stack Beneath Frontier Computer-Use — UI-Venus, Aria-UI, MEGA-GUI, OS-Atlas, UGround, Jedi Compared

- [Knowledge Distillation in Production: The 2026 Pipeline](/research/knowledge-distillation-production-pipeline)
  Three-stage filter, shadow deployment, agentic distillation — how to ship a fine-tuned student model that doesn't silently degrade

- [The LoRA Adapter Registry](/research/lora-adapter-registry-promotion-pipeline)
  Versioning, promotion, and rollback discipline for production multi-adapter inference at 50+ adapters

- [RewardBench, JudgeBench, IF-RewardBench](/research/rewardbench-judgebench-2026)
  The 2026 Judge Benchmark Field Guide — Saturated Test Sets, Twenty-Point Drops, and Why Your Reward Model Still Can't Rank Anything

- [Specialized LLM Judge Models: The 2026 Field Manual](/research/specialized-llm-judge-models-2026)
  Prometheus 2, SFR-Judge, Self-Taught Evaluator, Skywork-Critic — when to use a tiny specialist judge instead of a frontier model

### Market & GTM

- [The Implementation Gap Playbook: Converting Pilots to Production at the 90-95% Stuck](/research/implementation-gap-conversion-playbook-cross-vertical)
  MIT NANDA Initiative says 95% of generative AI pilots fail to deliver measurable P&L impact; 78% of enterprises have AI agent pilots but under 15% reach production; JLL's 2025 Global Real Estate Technology Survey of 1,500+ CRE decision-makers found 88% piloting / 92% occupiers running pilots / only 5% achieving all goals; construction 72% / 32% meeting goals; healthcare DAX Copilot 90% pilot / ~12% Hippocratic productivity benchmark; insurance Tractable 4pp loss-ratio benchmark only at top-quartile carriers; accounting BlackLine + FloQast deployed but sub-30% close-day reduction in pilots — the universal cross-vertical chasm of 2026 and the 5-component Conversion Methodology that produces 35-50% pricing premium + 1.5-2x revenue-multiple uplift at exit

- [The Dual-Incumbent Dynamic: Selling To and Around Big 4, Reinsurers, EHR Vendors, and PE Funds When They Are Both Buyers and Competitors](/research/dual-incumbent-dynamic-playbook)
  EY's 150 tax-AI agents serving 80,000 professionals + Deloitte Zora + PwC GL.ai + KPMG Workbench / Microsoft + Munich Re REALYTIX ZERO + Hannover Re hr|equarium + Epic AI Charting February 2026 launch + Oracle Clinical Digital Assistant + Vista Equity's Agentic AI Factory across 90+ portfolio companies — the cross-vertical partner-and-competitor pattern that defines vertical-agent GTM in 2026, the four canonical pilot-protection mechanisms, the partner-co-deployment marketed-feature playbook, and the year-1-to-year-5 founder positioning timeline that turns dual-incumbents from buyer-and-competitor into acquirer

- [The Acquired-by-Platform Exit Playbook for Vertical AI Founders](/research/acquired-by-platform-exit-playbook)
  How CCC's $730M EvolutionIQ deal, Verisk's terminated $2.35B AccuLynx attempt, Microsoft's $19.7B Nuance precedent, OpenSpace's Disperse acquisition, and the Real Brokerage / RE/MAX $880M consolidation reset vertical-AI exit economics in 2025-2026 — plus the FTC-review counter-pattern that founders must price into year-one positioning

- [Prestige-Led Distribution: The Cross-Vertical Pattern Behind Harvey, Hippocratic, and EvenUp](/research/prestige-led-distribution-playbook)
  Four levers — anchor customer with quantified deployment story, demos run on the prospect's own public work product, an engineered referral graph, and expand-and-collapse UI — that produced Harvey's $11B valuation in March 2026, Hippocratic AI's $3.5B at 50+ health systems, Abridge's 200+ health-system trust, EvenUp's $2B valuation, and Tractable's $1B unicorn — generalized across the 6-vertical State-of-Vertical-Agents canon

- [Vertical Corpus Moats: Building the Defensible Data Asset Beneath a Vertical Agent](/research/vertical-corpus-moat-field-manual)
  Why proprietary corpus is the strongest moat post-Cowork — and the 90-day field manual to build one across legal, healthcare, insurance, accounting, CRE, and construction, validated by the 6-vertical State-of-Vertical-Agents canon (Hippocratic AI's 7,500+ clinicians + 180M patient interactions, EvenUp's $2B valuation on hundreds of thousands of PI cases, Thomson Reuters' Westlaw copyright ruling, and Tractable's vehicle-damage corpus)

- [AI Freelancer Directories vs Marketplaces 2027](/research/ai-freelancer-directories-vs-marketplaces-2027)
  Braintrust AIR's 62% AI-Interview Penetration, Toptal's Acquisition Spree, Upwork's Uma, and Fiverr's $380M–$420M 2026 Reset

- [B2B Trial Design 2026](/research/b2b-trial-design-2026)
  Proof as decision mechanism: ICONIQ's 50% benchmark, Forrester's 60% buyer adoption, and the design choices that separate the cohort that ships from the cohort that doesn't

- [Hyperscaler Agent Runtimes 2026](/research/hyperscaler-agent-runtime-comparison)
  AgentCore vs Foundry vs Agent Engine vs AgentKit — The Architectural Decision Matrix for Production Agent Deployment

- [llms.txt and the Agent Discovery Layer](/research/llms-txt-and-agent-discovery-2026)
  Jeremy Howard's Spec, the Mintlify Cascade, and the Three ADPs Fighting to Be the .well-known of Agent Commerce

- [The Subscription Paradox](/research/subscription-paradox)
  Why agent-mediated commerce breaks SaaS pricing — and what is replacing it

- [Vertical AI Pricing Anchors 2027: $19-$999/mo Across SMB Tools](/research/vertical-ai-pricing-anchors-2027)
  How vertical SaaS pricing fragmented in 2026 — per-seat at an all-time low, hybrid surged, AI commands a tiered premium, outcome-based pricing emerges

### Vertical Market Analysis

- [State of Vertical Agents 2027: Mental Health & Therapy Operations](/research/state-of-vertical-agents-2027-mental-health-therapy-ops)
  AI scribes, treatment-plan generators, and outcome measurement for the 485,000-clinician U.S. behavioral health workforce

- [State of Vertical Agents 2027: Property Management Operations](/research/state-of-vertical-agents-2027-property-management-operations)
  How agentic tenant communication, vendor compliance, and listing-sync restructure the multi-location property operator stack

- [State of Vertical Agents 2027: Marketplace Seller Operations](/research/state-of-vertical-agents-2027-marketplace-seller-ops)
  Amazon's $175B 3P engine, Shopify's $378B GMV, Pattern's IPO, the UCP/ACP agentic-commerce race, and the Great Compression of 1.65M U.S. sellers

- [State of Vertical Agents 2027: Field Service & Specialty Trades](/research/state-of-vertical-agents-2027-field-service-trades)
  How agentic field-doc, subcontractor compliance, and AI-native quoting restructure the $760B specialty-trade stack

- [State of Vertical Agents 2027: Sales & Revenue Operations](/research/state-of-vertical-agents-2027-sales-revops)
  How agentic CRM-sync, deal-velocity agents, and AI-native forecasting restructure the post-Salesforce SaaS layer

- [State of Vertical Agents 2026: Cybersecurity Operations](/research/state-of-vertical-agents-2026-cybersecurity)
  How agentic SOC, AI-native SIEM, and AI-driven threat hunting restructure a $200B+ market — what's primary-sourced, what's still hype, and where the capital is actually flowing

- [State of Vertical Agents 2026: Pharma & Drug Discovery](/research/state-of-vertical-agents-2026-pharma-drug-discovery)
  Recursion-Exscientia, Isomorphic Labs $600M, Generate Biomedicines GB-0895 Phase 3, Insilico Rentosertib in Nature Medicine, Insitro-BMS $2B ALS extension — and the FDA-EMA joint AI guidance plus EU GMP Annex 22 that landed in 2025-2026

- [State of Vertical Agents 2027: Bootcamps, Exam Prep & Professional Credentialing](/research/state-of-vertical-agents-2027-bootcamp-credentialing)
  Outcomes-based pricing, job-placement portfolios, and AI-native tutoring across coding bootcamps and bar/CFA/CPA prep

- [State of Vertical Agents 2027: Dental Operations](/research/state-of-vertical-agents-2027-dental-operations)
  200,000 dentists, the DSO consolidation wave, and the AI-native imaging / patient-engagement / claim-defense layer reshaping the second-largest vertical-healthcare market

- [State of Vertical Agents 2027: The Local-Services Aggregator Layer](/research/state-of-vertical-agents-2027-local-service-aggregators)
  PE-backed roll-ups of fragmented trades — Servpro, Belfor, Apex Service Partners, Wrench Group — and the AI-ops thesis powering them

- [State of Vertical Agents 2027: Senior Care & Aging-in-Place Operations](/research/state-of-vertical-agents-2027-senior-care-aging-ops)
  The $1 trillion long-term-care market, the GUIDE Model dementia-care expansion, and the AI-native fall-detection / ambient-monitoring / family-coordination layer reshaping the largest demographic transition in U.S. history

### Operations & Tooling

- [RPA to AI Agents: The Enterprise Migration Playbook](/research/rpa-to-ai-agent-migration)
  UiPath's Dexcom 200,000-hour target + Nexus's Orange 4-week / 50%-conversion / $6M-lifetime-value deployment + the Microsoft Power Automate vs UiPath vs Blue Prism vs Automation Anywhere mindshare shift (Blue Prism dropped from 20.2% to 15.9% in 2026) + 8,563 UiPath enterprise customers including 8 of 10 Fortune 500 firms — and the 2026 enterprise migration playbook that treats RPA + AI agents as fusion (AI handles reasoning, RPA handles deterministic execution), prioritizes 70%-cost-reduction finance + procurement workflows + 80%-onboarding-cycle HR deployments + 4-7x sales conversion improvements, and delivers 171%-average-ROI in production within 12-18 months

- [Agentic AI in Banking: SR 11-7's Limits and the New Risk Manual](/research/banking-agentic-ai-risk-manual)
  Federal Reserve SR 26-2 + OCC Bulletin 2026-13 + FDIC interagency revision (April 17, 2026) supersede SR 11-7 — but Footnote 3 explicitly carves out generative AI and agentic AI as 'novel and rapidly evolving / not within the scope of this guidance'; Deloitte's March 2026 MIT AI Risk Database analysis surfaces 350+ autonomous-agent risks; GARP February 2026 documents the dynamic validation chasm; only 1 in 5 banks has mature governance for autonomous AI agents — and the operator playbook to extend MRM principles into the regulatory gray zone the agencies left open

- [Founder Velocity Field Studies](/research/founder-velocity-field-studies)
  Twelve case studies across six verticals — the 3-precondition rule, the convergent tooling stack, five pricing anchors, six anti-patterns, and day-90 metrics that separate $10K-MRR-by-day-90 founders from 200-day-still-iterating founders

- [The Small-Language-Model Procurement Playbook](/research/small-language-model-procurement)
  When to fine-tune, when to use frontier — the 7B-vs-Opus decision matrix and the LoRA economics that make 80% of enterprise tasks cheaper

- [Computer-Use Agents and the Deployment Overhang](/research/computer-use-deployment-overhang)
  OSWorld 12% to 75% in 18 months — and why production deployments still lag the demos

- [The Agentic Procurement Field Manual](/research/agentic-procurement-field-manual)
  How B2B buyers actually buy in 2026 — six independent studies, one playbook for buyer-side and seller-side teams
  Spanish: /es/research/agentic-procurement-field-manual

- [The Pinnacle Gecko Protocol: Idea → Ship → Feedback in Minutes](/research/pinnacle-gecko-protocol)
  An opinionated, source-backed protocol for compressing the full idea-to-validated-learning loop to the shortest possible window.
  Spanish: /es/research/pinnacle-gecko-protocol

- [The Agent Marketplace Thesis](/research/agent-marketplace-rent-trained-agents-2026)
  When the Agent Itself Becomes the Product — Marketplace Mechanics, Trained-Agent IP, Pricing Models, and the Moats That Form

- [The Agent Operating Procedure Playbook](/research/agent-operating-procedures-playbook)
  How to Author AOPs That Survive Model Swaps, Vendor Migrations, and Two-Year Lock-In

- [From 4% to 50%: The Agentic Procurement Pilot-to-Scale Playbook](/research/agentic-procurement-pilot-to-scale)
  Hackett's Six-Phase Roadmap, Zycus's 12-Month CPO Timeline, McKinsey's Rewired Model — and the Mechanics That Close the Deployment Gap

- [The 50/4 AI Deployment Gap](/research/ai-deployment-gap-50-4)
  Why engineering is solved, every other white-collar vertical is wide open, and the practitioner playbook for closing the gap in 2026

- [The Amazon Seller Compliance Field Manual](/research/amazon-seller-compliance-field-manual)
  Suspension prevention, ASIN audit, IP defense, FBA fee architecture — the operating playbook for the 1.65M-seller post-Compression marketplace

- [Dead SaaS](/research/dead-saas-silent-team-replacement-2026)
  The Silent Replacement of Human Teams at the Companies You Use — Q1 2024 to Q2 2026, Named and Sourced

- [Dynamic Margin Engineering](/research/dynamic-margin-engineering-agent-pricing-2026)
  Pricing Infrastructure for When Anthropic Can Change Your Cost-of-Goods Overnight

- [The Field Documentation Stack 2027](/research/field-documentation-stack-2027)
  How Photo, Voice, and AI Are Replacing the Clipboard for Trades, Inspections, and Clinical Visits

- [The Franchise Agent Layer](/research/franchise-agent-layer-30k-verticals-2026)
  30,000 Verticals, Zero Tech, and the Playbook for the First Founder In

- [The Klarna AI Postmortem](/research/klarna-ai-postmortem-2024-2026)
  A 14-Month Failure Curve in Detail — What Feb-2024-to-Feb-2026 Tells Practitioners About Deploying AI in Customer Service

- [The Managed-Agent Agency Playbook](/research/managed-agent-agency-playbook-2026)
  $5K/mo per Client, 88% Gross Margin, and the $50B Category Replacing Marketing Agencies

- [The Multi-Location Property Operator Stack](/research/multi-location-property-operator-stack)
  Field manual for the 50–5,000-door operator: software triopoly, AI insurgents, RealPage antitrust, rent-control patchwork

- [The Orchestration Layer Was the Whole Game](/research/orchestration-layer-was-the-whole-game-2026)
  Why 'Which Model' Mattered Less Than Anyone Said — A Hindsight-Clarity Survey of 2025-2026

- [The Solo-Operator Agent Stack](/research/solo-operator-agent-stack)
  The four-layer agent stack solo founders run in 2026 — Cursor + Claude Code coding pair, Make/Zapier/n8n/Lindy automation tier, Intercom Fin support, content + ops

## Marketing Playbooks

> Production-tested patterns perea runs to distribute research to AI-cited surfaces. Each Playbook teaches one pattern, names the source engine it was extracted from, and cites the production evidence (tick logs, audit findings, drift flags) that validates it. Audience: founders and agents building a similar AI-content pipeline.

Distinction from Research Papers: a **Research Playbook** under `/research` is sourced from external survey + benchmarks; a **Marketing Playbook** under `/marketing` is sourced from perea's own production runs. The evidence base is the canonical disambiguator (see /docs/adr/0001 for the verify-gate fork).

Canonical URL format: https://perea.ai/marketing/{slug}
Evidence URL format: https://perea.ai/marketing/{slug}/evidence/{filename}

- [The Autonomous Pipeline Shape](/marketing/autonomous-pipeline)
  The /loop + fat-tick + state-machine + lock-file + kill-switch shape that lets a Claude Code skill run a production content pipeline unattended — and the sibling-independence rule that prevents engines from corrupting each other.
  source_engine: `perea-research-engine`
  Evidence:
    - https://perea.ai/marketing/autonomous-pipeline/evidence/fat-tick-design
    - https://perea.ai/marketing/autonomous-pipeline/evidence/kill-switch-design
    - https://perea.ai/marketing/autonomous-pipeline/evidence/sibling-independence

- [The D-Shape Essay for Long-Form X](/marketing/d-shape-essay)
  An optimizer-written long-form post structured around 5–7 Quotables as cited evidence — sized for X's 25k Premium ceiling, shaped for the algorithm's dwell-time signal.
  source_engine: `tick-X-post-from-research`
  Evidence:
    - https://perea.ai/marketing/d-shape-essay/evidence/char-count-distribution
    - https://perea.ai/marketing/d-shape-essay/evidence/target-band-constants

- [The Hybrid Contract for AI-Generated Posts](/marketing/hybrid-contract)
  Free tone, locked numerics, locked named entities, no forward-looking predictions — the brand contract that lets an algorithm-optimizer rewrite your content without drifting from the source paper.
  source_engine: `tick-X-post-from-research`
  Evidence:
    - https://perea.ai/marketing/hybrid-contract/evidence/contract-decisions
    - https://perea.ai/marketing/hybrid-contract/evidence/daily-audit-cadence
    - https://perea.ai/marketing/hybrid-contract/evidence/retry-reasons-profile

- [The Medium-Tier Phrase Blocklist](/marketing/medium-tier-blocklist)
  A three-tier drift-mitigation regex/phrase list that rejects engagement-bait, urgency manipulation, and forward-looking confidence before the post-hoc reviewer ever runs.
  source_engine: `tick-X-post-from-research`
  Evidence:
    - https://perea.ai/marketing/medium-tier-blocklist/evidence/contract-update-standing
    - https://perea.ai/marketing/medium-tier-blocklist/evidence/hit-rate-profile
    - https://perea.ai/marketing/medium-tier-blocklist/evidence/tier-framing

- [Quotable Extraction: LLM Selects, Never Generates](/marketing/quotable-extraction)
  A literal-substring faithfulness gate that turns a research paper into a reusable set of cited atomic claims — readable in one fetch, consumable by every downstream channel.
  source_engine: `perea-research-engine`
  Evidence:
    - https://perea.ai/marketing/quotable-extraction/evidence/downstream-consumption
    - https://perea.ai/marketing/quotable-extraction/evidence/faithfulness-contract
    - https://perea.ai/marketing/quotable-extraction/evidence/normalization-rules

- [Schedule Mode From Day One](/marketing/schedule-mode-day-one)
  Skip the calibration window. Schedule from day one — to a queue 14 days ahead, two posts per day, at two fixed UTC slots — and let the queue itself act as your QA gate.
  source_engine: `tick-X-post-from-research`
  Evidence:
    - https://perea.ai/marketing/schedule-mode-day-one/evidence/queue-health
    - https://perea.ai/marketing/schedule-mode-day-one/evidence/schedule-decisions
    - https://perea.ai/marketing/schedule-mode-day-one/evidence/slot-constants


## MCP Server

perea.ai exposes a Model Context Protocol server for agent-native access to research content.
Endpoint: https://perea.ai/api/mcp/server
Authentication: Bearer token (contact dante@perea.ai)
Capabilities: list_papers, get_paper, search_papers

## Contact

Author: Dante Perea
Email: dante@perea.ai
Site: https://perea.ai
Research index: https://perea.ai/research
Marketing Playbooks index: https://perea.ai/marketing