This reminds me of the article posted here recently about the locations of ancient Woolworth's stores.  If you'd written an article 3 months ago that led off with the compete.com graph of the two sites' traffic, you could have written about how Posterous was kicking Tumblr's ass, and used that to support an equally plausible sounding thesis about how this was because they were based in Silicon Valley.<p>This article is like an inverted pyramid, balanced on a couple months' trend in compete.com stats.  Not actual traffic stats even, but compete.com estimates of traffic, which as anyone who runs a site knows, can be way off.