Is Netflix the Best Strategy?

Timothy Stanley: I think the cadence of big successful shows is certainly increasing. He says Netflix represents almost 30% of time spent on a connected TV. That's going to start to get monetized either through people paying for password shares and or shifting people to ad plans, he says. Stanley: There's 20 million people who have Netflix every single day and use it every day but don't pay for it because they're mooching off others.