
Todayās briefing:
ā Australiaās big socials ban
ā How not to steal a FabergĆ© egg
ā This soda out-sells Coke inā¦
Good morning {{first_name | Intriguer}}. If (like me) you grew up just as the internet was exploding, you might also remember things likeā¦
First web search? Who shot Mr Burns (ambitiously, before the episode was outā¦)
First google of your name? Meet the Jeremy Dicker crushing it in LA finance, and
First Facebook status update? A painfully earnest, literal update on my actual life (āhi everyone I am here at college hoping to be a diplomatā¦ā).
Now here we are, a couple of decades later and that initial awe and curiosity and disappointment (looking at you, Mr Burns search) is giving way to more jitters.
So join us, Intriguer, as we update you on a new law thatās got the attention of capitals everywhere, entering force on Wednesday: Australiaās social media ban on under-16s.

PS ā Speaking of Australia, are you in Sydney? Join Intrigue co-founder Helen for drinks this Thursday from 5pm! Register here.
Number of the day
365
Thatās how many days since jihadi-turned-president Ahmed al-Sharaa ousted Syriaās Assad after a half-century of family rule, with locals setting off fireworks to celebrate this weekend.
Wonāt somebody please think of the children?!

If your feeds seem a little off this week, it could be because hundreds of thousands of Aussies will soon go offline under Australia's world-first social media ban for U16s.
Why do this?
Canberra says it's about protecting children: whether it's the WHO addictive use data or Jonathan Haidt's best-selling book The Anxious Generation, there's evidence linking social media to poorer sleep, classroom drift, bullying, predators, self-harm, and beyond.
Add some heart-breaking headlines, and itās all sparked big parent-led movements Down Under to protect kids and empower parents ("sorry Reginald, it's against the law").
Then throw in a bit of bipartisan momentum ahead of May 2025's elections, and boom ā Australiaās parliament went ahead and passed this world-first legislation late last year.
Okay, then... how do you do this?
From Wednesday, the world's top platforms (think TikTok, Insta, Facebook, Snap, X, YouTube, Reddit, Threads, Twitch, etc) have to use "reasonable steps" to verify user ages.
Uploading government ID can be tricky (privacy, access), so apps are also using things like facial age estimation and behavioural inference techniques to stop U16s from creating or maintaining profiles. Platforms (not the parents or kids) could face A$50M if they fail.
But of course, this kind of world-first shift also has plenty of critics, asking...
Will it work? (kids always find a way)
Will it make things worse? (kids might go to darker corners of the web)
Will it breach user privacy? (age checks might need big biometric databases)
Will it stifle free speech? (kids want to be heard too)
Will it isolate some kids? (there are some whose only crew is online), and
Will it just excuse parental responsibility? (ie, supervise your own kids).
And while Big Tech has avoided saying this next bit out-loud, tech titans also now stand to a) lose hundreds of thousands of sweet sweet accounts for selling ads, and b) burn millions rolling out age-verification tech at scale, then face big fines if it all fails.
Big Tech types also whisper that the āLet Them be Kidsā campaign pushed by Australiaās Murdoch-owned outlets was just a ploy to protect struggling legacy media, not kids.
Anyway, it all brings us to why a team of ex-diplomats would even care about all this:
First, itās about Big Tech vs sovereign states: Australia is now the worldās first country to impose a hard-enforceable age gate on global platforms at a national scale, further testing the extent to which giant platforms can and will obey national laws. And that leads us toā¦
Second, itās about the domino effect: if this works in Australia, you can bet others will follow ā in fact, lawmakers across Europe, Brazil, and Asia are already debating their own versions of a youth social media ban. And speaking of other versionsā¦
Third, thereās fear some regimes might use online safety as a figleaf to (say) stifle dissent and sideline youth already at the pointy end of ousting unpopular regimes lately.
And fourth, Wall Street will shudder as this all drives lower online youth engagement, higher operating costs, and a more fragmented internet demanding never-ending tweaks and government-engagement in each market, all inevitably hitting tech valuations.
So yes, this is partly just about whether young Reginald can still access the latest Robert Irwin fan edits or whatever young folks crave Down Under, but itās also about something much, much bigger: figuring out the nature of sovereignty in an age of tech.
Intrigueās Take
There are many angles here, but one less ventilated is this: amid US paralysis, a fellow US ally and democracy has now landed on a stronger case for regulating Americaās tech giants: not the EUās antitrust, nor the natsec debate grinding its way through DC, nor the free-speech wars still polarising the broader US and even its ties with the EU.
Rather, by anchoring this in childrenās wellbeing, Canberra is arguably side-stepping those debates around content moderation, privacy, surveillance, and even data localisation, while building a coalition that somehow spans progressive activists to conservative family groups. Thatās made it easier for lawmakers to support, and harder for Big Tech to oppose.
So all that to say⦠we might now be witnessing not Brussels, Beijing, nor DC/Silicon Valley, but a middle-power democracy setting the precedent that unlocks broader global regulation of US platforms, just by picking a specific, winnable battle.Ā
Sound even smarter:
Australia reversed an initial exemption for YouTube in July after months of public debate (and objections raised by YouTubeās competitors). In response, YouTube has warned this ban wonāt work and risks unintended consequences.
Meanwhile, elsewhereā¦


š¹šĀ THAILAND ā Airstrikes.
Thai airstrikes have hit targets along the disputed Cambodia border, claiming retaliation against an earlier attack the Cambodians are still denying. (CNN)
Comment: Coming months after they paused their five-day war, weeks after they signed a US-brokered peace deal, and days after the US president won the first FIFA Peace Prize, itās a reminder that this conflictās underlying drivers remain unresolved.

š¾šŖĀ YEMEN ā A new player.
UAE-backed forces have captured all eight governorates that once formed the nation of South Yemen, fuelling speculation Yemen might again now split back into two nations: todayās Houthi-held north and this UAE-backed south. (Guardian)
Comment: The losers here are the Saudis next door, whose troops had been backing a southern administration against the Houthis but are now heading home with their tail between their legs, clearly outmanoeuvred by their regional rivals, the Emiratis.

š§šÆĀ BENIN ā Another coup?
Beninās president Patrice Talon has condemned the weekendās foiled coup attempt, vowing to pursue the small group of mutineering soldiers calling themselves the Military Committee for Refoundation. Ports are still operating in Benin, the worldās ~8th largest cashew producer and ~12th largest cotton producer. (Al Jazeera)
Comment:Ā One way to look at this is West Africaās junta-driven instability spreading even further ā something weāve explored lately, whether the jihadis surrounding Maliās capital, or the off-book uranium shipments disappearing into the desert. But another angle is the role of regional power Nigeria, which admits it sent jets and ground troops (at Beninās request) to help dislodge the putschists. From Nigeriaās perspective, itās less about any love for Beninās leaders, and more a realisation that every new junta just seems to destabilise Nigeriaās region even further.

šÆšµ JAPAN ā Locked in.
Japanās Sanae Takaichi has vowed to respond ācalmly and resolutelyā after Chinaās J-15 fighter jets locked onto Japanese warplanes twice on Saturday. Japan-China ties took a dive last month after Takaichi noted Chinaās invasion of Taiwan ācould constitute a āsurvival-threatening situationā for Japanā. (BBC)

šš° HONG KONG ā Semi-election day.
Folks have headed to the polls for their latest legislative elections under Beijingās tightened āpatriots onlyā rules, though continued shock at the cityās deadliest fire in decades seems to have overshadowed proceedings. (The Straits Times)

š«š· FRANCE ā Not now.
In non-theft related Louvre news, a water leak has damaged hundreds of century-old documents, piling more pressure on the world's most visited museum. (New York Times)
Comment: We explored the geopolitics of the Louvre and other heists here.

šš³ HONDURAS ā Still no president.
Eight days on, electoral authorities still havenāt called the winner of the Honduran presidential election, amid a razor-thin margin between the conservative and centrist frontrunners (both of whom could re-recognise Taiwan). (Reuters $)

š¶š¦ QATAR ā Couples therapy.
Top US, Israeli, and Qatari officials met in New York on Sunday in a bid to repair ties still strained by Israelās September strike on Hamas targets in Doha. (Bloomberg $)
Extra Intrigue
𤣠Your weekly roundup of the worldās lighter news
Weāll spare you the details, but can happily confirm that Kiwi cops have ārecoveredā a $19k FabergĆ© egg after an alleged thief swallowed it.
Tiring of all the world attention, a Namibian lawmaker has changed his name from Adolf Hitler to Adolf Uunona (he says his parents didnāt know the history).
Three Austrian nuns are rejecting an offer to continue at their monastery instead of going to a nursing home, because theyād have to ditch social media.
An Italian mayor has apologised to the family of the late opera legend Pavarotti, after a town built an ice rink around a Pavarotti statue then encouraged skaters to give him a high-five.
And a US raccoon has somehow broken into a liquor store, got wasted, and passed out in the bathroom.
Soda of the day

Credits: Intrigue.
We were happy to attend Swedenās annual Saint Lucia service in DC the other day (pictured above), and couldnāt help but chuckle at the remarks by Swedenās deputy chief of mission: āif youāre given the choice of Coke or julmust this month, make the right choice.ā
But whatās julmust, you ask? Itās Swedenās very own Christmas-themed soda, outselling Coke every December. The ultra-secret recipe is still locked away by Swedenās Roberts family, who launched this booze-free option during a teetotaller wave a century ago.
If youāre wondering what it tastes like, it gives off malty spiced vibes, while blending hints of cola, root beer, cinnamon, clove, and caramel. Weāll drink to that.
Todayās poll
What do you think about Australia's age limits for social media?
Last Thursdayās poll: What do you think would follow any end to Pax Americana?
šļø A more stable multipolar world (9%)
š„ A more volatile multipolar world (69%)
š¼ A new hegemon will rise (21%)
āļø Other (write in!) (1%)
Your two cents:
š„ J.B: āIām sure itās going to be a power struggle between a declining insular US and a China seeking to expand its influence.ā
š¼ A.D: āMinority opinion but emergent tech dominance appears to be a defining advantage coming into the 2030ās. All hail our Meta/Alphabet/Alibaba overlords.ā
āļø B.B: āChange is normally a bumpy process, but the fact that certain countries have nukes (and we all presumably have an incentive not to use them) will push us back towards stability⦠eventually.ā