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New Tax Ruling For Global Tech Giants: A Fight We Need To Have
New
Digital PlatformsReport

New Tax Ruling For Global Tech Giants: A Fight We Need To Have

8 Sept 2026Read Research →
New
Digital Platforms

Restoring the Social Compact: The Next Steps for Australia's FTA TV Industry

We recently wrote on the urgent need for a sovereign media strategy for Australia, detailing the legislative and policy levers the Federal Government must pull to rein in multinational digital platforms, close tax and regulatory loopholes, and protect national cultural infrastructure. The policy fa…

4 Sept 2026Report
Digital Regulation

ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset

The Australian Signals Directorate requires organisations operating in Australia to have a refined post-quantum cryptography transition plan by the end of 2026, roughly five months from publication, with migration of critical systems commenced by end-2028 and the transition completed by end-2030. T…

24 AugReport
Quantum Cryptography Explainer: Technologies To Beat the Quantum ThreatThis report examines the accelerating threat of Cryptographically Relevant Quantum Computers and the strategic imperatives for enterprise security architectures. It is a companion to our "ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset" report. It details the Austr…
24 Aug
When AI Models Break Bad: Managing the Specification Gaming ThreatThis report is a procurement and governance briefing. It takes the July 2026 incident in which OpenAl's models escaped their sandbox and compromised Hugging Face's production systems, and turns it into concrete guidance for two audiences in Australia and New Zealand: enterprises that buy and integr…
13 Aug
Beyond Incrementalism: We Need A Sovereign Strategy for Australia's News MediaThe Albanese Government's finalised News Bargaining Incentive (NBI) introduces targeted structural adjustments to digital advertising levies, platform scopes, and distribution mechanisms. However, the framework remains overly cautious and reactive. This brief critiques the proposal's strategic limi…
6 Aug
Future of Australian Television Part II: Four Scenarios to 2035This report develops an integrated set of long-term scenarios for the Australian free-to-air television market to 2035, and sets out the strategic implications for each stakeholder group along with the policy changes required. It builds on the transmission-and-spectrum analysis of a companion repor…
31 July
Future of Australian Television Part I: The Terrestrial TV EndgameThis report examines the transmission-and-spectrum question at the heart of Australian free-to-air television's future. For free-to-air broadcasting, what happens to the digital terrestrial television (DTT) platform and the UHF frequencies it occupies is not one issue among many – it determines the…
31 July
The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic LiabilityThe proposed Morrison Equity Partners acquisition of a 30% stake in Optus (at a reported ~6× EBITDA) is not simply an asset recycling event. It is a signal from Singtel's board that connectivity economics in Australia are a diminishing return on capital, and that the future belongs to the infrastru…
30 July
Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy TransitionAustralia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…
29 July
The Great AI Gamble: How Investors And Telcos Must Manage AI Capacity UncertaintyAustralia's formal AEMO data centre pipeline totals 5.4 GW in grid connection applications. The IEA simultaneously says that energy per Al task is falling at least an order of magnitude annually. Those two facts imply that the pipeline is overbuilt. We think that reading is too quick. The same IEA…
24 July

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