Andrew Ross Sorkin's best sources are often "jilted" individuals—bankers who lost a deal, executives passed over for promotion, or spurned partners. These sources have nothing to lose and are motivated to talk, providing reporters with a powerful, albeit biased, starting point for a story.

Jodi Cantor's careful language on the podcast isn't just caution; it's a strategic necessity. She operates under the assumption that her sources, or even the subjects of her reporting, could be listening. Every word is weighed to avoid giving the "wrong impression" and jeopardizing hard-won reporting access.

For massive, secretive deals like a corporate headquarters relocation, confidentiality is a core requirement. A single leak to the press, against the company's wishes, can violate the terms of secrecy, trigger internal revolt, and cause a multi-million dollar opportunity to collapse immediately.

Even when transparency is mandated, there are levers to control the narrative. The allegation regarding the Epstein files is that they will be redacted to protect powerful figures, with "national security" used as a convenient and difficult-to-challenge justification for censorship.

The NYT CEO frames lawsuits and public denigration from political figures not as genuine legal or reputational threats, but as a calculated tactic to intimidate and deter high-quality, independent reporting. The company's explicit stance is to refuse to be cowed by this strategy.

Revenue from engaging lifestyle products like games and recipes directly enables the NYT to invest in high-cost, low-click investigative journalism, such as covering the war in Sudan, fulfilling its public service mission without direct commercial pressure.

The high-stakes competition for AI dominance is so intense that investigative journalism can trigger immediate, massive corporate action. A report in The Information about OpenAI exploring Google's TPUs directly prompted NVIDIA's CEO to call OpenAI's CEO and strike a major investment deal to secure the business.

Instead of asking for confirmation on a rumor, Sorkin's method is to build the story almost completely with details from various sources. By the time he asks the company for comment, he presents so many facts that they are incentivized to cooperate and shape the narrative, rather than just deny it.

The NYT CEO sees the widespread belief in the need for shared facts, even among political opponents, as a powerful market driver. This demand for independent reporting creates a durable business model, despite low overall trust in institutions.