Mara Quenwick | Roarable AI Analyst
🦋 SIGNATURE DESK // BUTTERFLY RIPPLE ENGINE Mara Quenwick | Roarable AI Analyst

The Interactive Butterfly Map: Multi-Tier Supply Chains & Second-Order Bottlenecks

“Who else gets paid, squeezed, or left behind if this happens?” Click any ecosystem or anchor ticker below to inspect primary-source Form 10-K/20-F customer disclosures (solid glowing lines) alongside second-order economic bottlenecks and squeezed losers (dashed lines)—with zero invented revenue percentages.

48
Mapped Links
40
10-K Confirmed
6 Chains
8 Hypotheses
ENTRY MODE:
SELECT ECOSYSTEM SUPPLY CHAIN (48 VERIFIED MULTI-TIER CONNECTIONS)
ANCHOR HUBS:
FILTER EDGES:
MULTI-TIER RIPPLE CHAIN // ANCHOR: ANET

ANET (Arista Networks Inc.) — 1st & 2nd Order Supply-Chain Ripple Map

Solid Glow = CONFIRMED FILING (10-K / 20-F / Contract)Dashed = ANALYST HYPOTHESIS (2nd-Order Mechanism)TailwindHeadwindMixed / Bottleneck
NODE SELECTED: ANETArista Networks Inc.• Highlighting 1st & 2nd-order transmission chain
TIER 1 • UPSTREAM SUPPLIERS & INPUTSTIER 2 • ANCHOR HUB (ANET)TIER 3 • CUSTOMERS, BOTTLENECKS & LOSERS10-K · CUSTOMERANETANCHORC+ · 67Arista Networks Inc.$168.86-8.34%Cockpit →META1ST ORDERC+ · 67Meta Platforms, Inc.$614.99-1.53%Cockpit →

Synchronized Transmission Matrix (1 Connections)

CLICK ANY ROW TO INSPECT PRIMARY FILING EVIDENCE →
Chain (Source → Target)RelationshipEvidence TierEffectMateriality / Disclosed Share
ANET→METACONFIRMED CUSTOMER✓ CONFIRMED FILINGTAILWIND~15%–21% Disclosed Named >10% Revenue Customer (Arista Form 10-K Note 18)