Agreed; and they're even arguably in the same business wrt greetings cards.
Then again, without direct knowledge of the principals, it is impossible to predict how this might play out.
Fourth option: Inman licenses his content to Oatmeal Studios, who then handle the greeting card side of the business and pay him a royalty.
(I have no idea of the relative turnover of these two businesses so I don't know if a licensing option is feasible.)