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I kinda had a hunch he would be doing this. As it stands right now, Instapaper has a greater chance of making more money than Tumblr, simply because they are selling iOS apps already and the datamining potential is greater (with Tumblr, how do you analyze different blog posts and so on?), such as finding out which blogs are most popular.

They alredy extract the most popular posts http://www.tumblr.com/popular/top

I'm sure they have no problems to know which blog is the most popular (page views, number of "reblogs"...)

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