"the US needs more programmers and STEM grads" can always mean "we wish we could hire programmers for $45,000 a year, but due to supply and demand we have to pay them more than that"
and, just as paying well attracts workers, supportive/interesting/personal-growth-oriented/comfortable working conditions attract workers. but I gather Netflix doesn't want to take advantage of that strategy.
OTOH, could it be that Netflix's management approach actually squeezes more performance out of the very same talent pool every other company has to draw from? is Netflix on to something?