Walk into an Australian supermarket and count the flavours of potato chips (crisps) from Kettle, Pringles, Red Rock Deli and Smith’s. I did, and the answer is 42. Chinese carmakers alone now sell about 72 models in Australia.

That figure comes from Pitcher Partners, the same analysis behind my earlier post on Australia’s Chinese EV soup. It has roughly 72 Chinese models on sale in 2026, jumping to about 120 in 2027. That is before you count a single Toyota, Ford or Mazda. Why so many, so fast? Liam Denning’s Bloomberg column in The Age has the answer, and it is not demand.

Continue reading →

Most technology advice from 2007 is obsolete. This clip is not.

Steve Jobs is explaining why Apple wasn’t doing more to chase the PC market. The analysts kept asking. Apple had around 5% of the market at the time. Why not cut prices, increase volume, grow the number?

His answer was almost resigned: we just can’t ship junk.

Not “we’ve chosen not to.” Not “our strategy prioritises premium positioning.” A statement of fact about what Apple is actually capable of doing as a company. To pursue share through price cuts and quality compromise would be to become a different business entirely - and not one worth becoming.

Continue reading →