🦋 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:
ECOSYSTEM TOPOLOGY // EV-AUTONOMY-GRID-STORAGE
EVs, Autonomous Fleets, Lithium & Megapack Storage
Solid Glow = CONFIRMED FILING (10-K / 20-F / Contract)Dashed = ANALYST HYPOTHESIS (2nd-Order Mechanism)TailwindHeadwindMixed / Bottleneck
Synchronized Transmission Matrix (7 Connections)
CLICK ANY ROW TO INSPECT PRIMARY FILING EVIDENCE →| Chain (Source → Target) | Relationship | Evidence Tier | Effect | Materiality / Disclosed Share |
|---|---|---|---|---|
| ON→TSLA | DIRECT SUPPLIER | ✓ CONFIRMED FILING | MIXED / CONSTRAINT | Undisclosed % — Automotive Silicon Carbide (SiC) Traction Inverter & ADAS Sensor Exposure (ON Form 10-K) |
| TXN→F | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | ~34% of Texas Instruments Consolidated Revenue in Automotive End-Market (TXN Form 10-K) |
| TSLA→GM | CONFIRMED CUSTOMER | ✓ CONFIRMED FILING | TAILWIND | Undisclosed % — Adopted NACS Supercharger Network Access & GHG Regulatory Credit Pool (TSLA Form 10-K) |
| TSLA→RIVN | POTENTIAL LOSER | ◇ ANALYST HYPOTHESIS | HEADWIND | Second-Order EV Pricing Ceiling & IRA §30D Policy Vulnerability (Undisclosed %) |
| TSLA→UBER | SUBSTITUTE / RIVAL | ◇ ANALYST HYPOTHESIS | HEADWIND | Second-Order Autonomous Mobility Disintermediation Risk (Undisclosed %; Cited in UBER Form 10-K) |
| ENPH→FSLR | POLICY / BUDGET LINK | ✓ CONFIRMED FILING | MIXED / CONSTRAINT | >$1B Annual IRA §45X Domestic Manufacturing Tax Credit Exposure at First Solar (FSLR Form 10-K) |
| ALB→TSLA | DIRECT SUPPLIER | ✓ CONFIRMED FILING | MIXED / CONSTRAINT | Undisclosed % — Multi-Year Battery-Grade Lithium Supply Agreement (ALB & TSLA Form 10-K) |