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I hope you're right and that's how it will work out, though.
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It's growing faster from a smaller base, though. I find more relevant that Tumblr is still much, much bigger. And I think it will stay that way.
Again -- I may be proven wrong in six months or a year, and if so I admit it publicly right here (in fact, do you want to make a bet?). But I think at this stage the data warrants the trend I extrapolate from it.
If you have actual traffic stats I'd love to see them. ;)
Also, the estimate isn't for "a couple months", but for the past 12 months, and the trend points in one direction. Even less reliable but even more "damning" is Google Trends: http://google.com/trends?q=tumblr,+posterous&ctab=0&...
That being said, your general point is right: nothing is preordained, and the trends could switch around tomorrow, and the picture look much different a while from now. But that's why I have a blog: this is the situation as I see it today. Maybe six months from now I'll eat my words, who knows?
Although it seems pretty obvious that both are headed for a combination of advertising/freemium model, and the revenue that comes from that seems pretty correlated to userbase size.
The Company A vs Company B thing is just (to my mind) a particularly stark example of these broader points I try to make.
I'm not saying startups should not be metrics-driven. Design and engineering are both driven by metrics. But they're different mindsets. And in this case, one is clearly winning.
You're also right that the zero-sum fallacy is wrong. However, those two companies are competitors in the market and one, at least on publicly available data, is winning hands down.
The Compete data seems to show Posterous stagnating just shy of 1M uniques for the past few months while Tumblr's curve is stuck "up and to the right," though.
Am I trolling? I don't think so, insofar as I use a provocative example to illustrate trends that I do think are important: the coming of age of New York as a startup hub and as a "school" for building consumer startups, and the growing importance of design vs. "hard" technology in building a successful consumer web app.
As for Tumblr's top tier investors -- sure, that's true. I was trying to emphasize that Posterous, on paper, has everything it takes to win.
After googling "AOL acquisitions".
Hope this helps!