Navigating the New Geopolitics of Tech
"How the contest over semiconductors, AI and data governance is reshaping corporate strategy — and what boards can do about it."
We help boards, governments and investors decide when the ground is moving.

Twenty-five years of direct experience inside government, diplomacy and global security — applied where it matters most.
"How the contest over semiconductors, AI and data governance is reshaping corporate strategy — and what boards can do about it."
"The choice is not whether AI will govern the region's critical infrastructure — it already is beginning to. The choice is whether the region will govern AI in time."
We work with a select number of clients on the issues where our expertise makes the most material difference.
Advisory built for the decisions that can't afford to be wrong.
We work at the intersection of geopolitics, emerging technology and national security — advising boards, governments and investors on the issues where the right analysis, at the right moment, makes the most material difference.

Most engagements begin with a conversation about the question you're trying to answer — and what kind of advice would actually be useful.
Built on experience at the highest levels.
Protostar Strategy is built on direct experience inside the machinery of government, diplomacy and global security. Our team has shaped national policy, led international negotiations and advised at the level where geopolitics and technology intersect with real consequence.
We are a small team by design. Every client engagement is led by a senior advisor — not handed to junior staff once the contract is signed.
Australia's inaugural Ambassador for Cyber Affairs and Critical Technology, Tobias led the nation's international strategy on AI, cybersecurity and critical technology from 2017 to 2023 — shaping policy across the Indo-Pacific and serving as a trusted advisor to Prime Ministers, Foreign Ministers and senior business leaders.
Before establishing Protostar Strategy, he served as Director of National Security at ASPI and Director of National Security & Resilience at RUSI in London.
He founded Protostar Strategy to bring that depth of experience directly to bear for clients navigating the decisions that matter most.
One of the world's foremost authorities on the geopolitics of cyberspace and emerging technology, with deep expertise that clients draw on to navigate chip export controls, AI governance, and the strategic architecture of US–China competition. Holds the Ira A. Lipman Chair in Emerging Technologies and National Security at the Council on Foreign Relations, where he directs the Digital and Cyberspace Policy program. Recently Senior Advisor at the US State Department, where he led the development of America's International Cyberspace and Digital Policy Strategy — work recognised with the 2025 International Policy Impact Award.
A leading expert on Southeast Asian security and the geopolitics of technology, whose research and judgement clients rely on when navigating the region's shifting power dynamics — particularly where technology, governance and national interest intersect. Non-resident Scholar in the Asia Program at the Carnegie Endowment for International Peace, and a member of the United Nations Secretary-General's Advisory Board on Disarmament Matters and UNIDIR's Board of Trustees. Has previously contributed to the Global Commission on the Stability of Cyberspace and the ICRC's Advisory Board on digital threats during conflict.
Combines deep expertise in emerging and deep technologies with hands-on experience translating complex digital and geopolitical realities into clear strategic direction. Currently an Australian Fulbright Coral Sea Scholar, focused on the fragmentation of the global digital order. Was a lead author of Australia's 2021 International Cyber and Critical Technology Engagement Strategy at the Department of Foreign Affairs and Trade — work that shaped Australia's approach to cyber and emerging technologies in coordination with foreign governments, industry and multilateral partners.
If you're facing a consequential decision at the intersection of technology, geopolitics and security — we should talk.
A track record built at the highest levels.
The following engagements illustrate the depth and breadth of Protostar Strategy's advisory work. All clients are anonymised in line with our commitment to confidentiality.
Each engagement is different. What they share is a common starting point: a leadership team facing a consequential decision at the intersection of technology, geopolitics and security — and a need for advice that goes beyond what generalist firms can offer.
A major global technology company needed senior-level advice on how geopolitical tensions, shifting regulation and evolving government priorities across the Indo-Pacific were affecting its long-term strategic position — and how to translate a fast-changing external environment into practical decisions on engagement, positioning and risk.
We worked closely with the client's senior leadership over an extended period, providing high-level briefings, scenario analysis and ongoing intelligence on geopolitical, regulatory and security developments shaping the region. The engagement included direct support to the executive team, strategic communications advice and structured discussions with senior decision-makers in industry and government.
The client gained sharper executive-level situational awareness, more confident engagement with governments and partners across the Indo-Pacific, and a trusted source of advice on issues at the intersection of technology, government and geopolitics.
A major cybersecurity company wanted to understand how governments, regulators and operators across the Indo-Pacific were approaching AI adoption, cyber risk and regulatory readiness in critical infrastructure sectors — grounded insight that could inform both regional engagement and long-term positioning.
We delivered a comparative analysis across key Indo-Pacific markets, drawing on direct engagement with senior government, industry and academic stakeholders. The work brought together geopolitical analysis, technology policy expertise and on-the-ground regional understanding to give the client a clear picture of the risk environment and the strategic dynamics shaping it.
The client gained a more nuanced understanding of regional priorities, points of convergence and divergence, and the practical concerns shaping decision-making in critical infrastructure sectors — informing its engagement strategy and strengthening its regional thought leadership.
A large logistics company wanted to understand how geopolitical competition, cyber threats, criminal disruption and regulatory change could affect its operations and resilience — a strategic view of risk that connected global developments to real business exposure in a sector dependent on continuity, trust and complex supply chains.
We started with the C-suite, working through where leadership saw the threat environment most clearly and where their reading of it was least settled. We then assessed the strategic operating environment — a threat picture accelerating under AI and supply chain pressure, tighter regulation reshaping how boards weigh cyber risk, and the additional exposure created by transformation and international growth — focusing on where geopolitical tension, critical supply chains and malicious cyber activity intersect.
The client gained clarity on where strategic vulnerabilities were emerging and which disruption scenarios mattered most. The work directly informed a change in the risk parameters around a major technology infrastructure build-out in a particular geography, and supported sharper leadership discussions on resilience and strategic preparedness.
A global investor with interests across Europe and the Middle East wanted sharper insight into how conflict risk, sanctions, trade tensions, defence trends, AI infrastructure demand and semiconductor supply chains were reshaping the investment environment — connecting headline geopolitical developments to the risk and opportunity landscape in practice.
We provided tailored advisory support on geopolitical and strategic developments affecting the client's areas of interest — including analysis of regional instability, sanctions exposure, supply route disruption, defence-industrial developments and the implications of growing demand for AI-related infrastructure. Our role was to connect traditional geopolitical analysis with emerging technology dynamics in a way that supported senior-level decision-making.
The client was better equipped to assess risk and opportunity across a range of markets and sectors, with a more integrated view of how hard security issues, infrastructure dependencies and technology competition were influencing the investment environment.
If you're facing a consequential decision at the intersection of technology, geopolitics and security — we should talk.
Intelligence ahead of the headlines.
Our team publishes and contributes to the leading forums on geopolitics, AI governance and critical technology — from Harvard Business Review and Foreign Policy to RUSI and The Diplomat.
"What had previously been an uneasy but functioning framework of cooperation — built on multilateral tech diplomacy, coordinated AI safety efforts and collective export controls — is now unravelling."
Read the article →One of the first comparative studies of how AI is reshaping resilience across Australia, India, Indonesia and Singapore. Developed with AmCham chapters across the region and supported by Palo Alto Networks.
A corporate intelligence report produced with Overwatch Data, drawing on threat-monitoring data from over 150,000 illicit channels — examining how state-sponsored actors and cybercriminals are weaponising GenAI against the financial sector, and what institutions must do to respond.
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We work with a select number of clients on the issues where our expertise makes the most material difference.
Every engagement begins with a conversation.
If you're facing a consequential decision at the intersection of technology, geopolitics and security — we should talk.
Operating across the Indo-Pacific.
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Last updated · May 2026