A recent column by one of Twitter's co-founders explained how the Internet works, and how one can get rich from it. Basically, you need to identify a strong human desire, and then use technology to take steps out.

In the following video, John Reeves and David Meier consider that thesis and then discuss a couple of stock ideas that seem relevant: Pandora (NYSE:P) and Google (NASDAQ:GOOGL).

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.