Tumblr Doesn't Leave Posterous in the Dust
tonywright.com
tonywright.com
The two dark blue lines are Posterous’s visitors (again, US and global) and they are always less than tumblr’s, all the time. Shifting doesn’t seem to change anything.
Here is the graph with labels: http://www.quantcast.com/profile/trafficGraph?wunit=wd%3Acom...
The point stands though. This is a race without a finish line. With two runners circling the track, it's more about who cramps up when. Tumblr was at ~7m uniques per month at the stage that Posterous is currently at (~2.5m uniques). Certainly ahead, but not quite the blowout the RWW is reporting.
Daily pageviews here is probably the least useful metric to evaluate our site, given that Posterous doesn't chase pageviews and send daily subscription emails (full text bodies) to users directly. Users can also reply to comments via email without ever going back to the site. The monthly numbers are much more in line and reflect the way our users use the site.
The author suggests that it is not a factor in this arena as Tumblr will inevitably plateau due to a lack of new user signups. I disagree. So long as there are new users signing up for these services they will most likely lean toward Tumblr as the larger community is enough reason for them to go that route. I believe it will be Posterous who plateaus as a result of this.
As it stands, Posterous should be content in stealing Tumblr's users. And boy have they capitalized on this. Posterous allows you to import your old content from over 15 services (including Tumblr).
Facebook has shown us that there are over 500 million potential "new users." I'm not sure it's safe to say that Tumblr new user signups will plateau as a result of a lack of people showing interest in microblogging.
Geocities and LiveJournal are two sites that had pretty meteoric growth at some point. Plenty of social networks (Orkut, MySpace) looked pretty shiny at one point, too. Every company slows down-- otherwise upstart startups wouldn't be able to beat incumbents.
Would I argue against Tumblr eventually hitting a downward spiral (negative growth)? Certainly not. I think that is more likely to happen before it sees no growth (positive or negative).
Additional edit: Mind you, I have no statistical evidence to support these claims. These are purely some thoughts that I have, and, quite frankly, I wouldn't mind being proven wrong.
Counterpoint: It’s not just about growth rate. It’s about acceleration and how much fuel you have in your tank.
Are you guys debating business or desert road racing?
Exactly when did we replace discussions of compelling business propositions, market share, revenue, capitalization, and profitability with metaphors? Both points of view could use a little more meat on their bones for the rest of us to see past the cat fight and understand the real business issues at hand.