Netflix

“Netflix today has a remarkably unique compensation structure. No one does anything like them. But today, if you're an employee, you get to choose either options or cash, and there's a slider, and you get to pick where you want to be on that slider. They don't …”

“In the Netflix example I gave, you know, they're only diluting 1.5% a year, which is pretty left rail kind of thing, if you look at them on one of these charts we're going to post.”

“I think that it's ridiculous that Netflix would ever get a no vote on anything because they've had incredible stock performance and industry leading low dilution. With their very innovative approach to compensation.”