While I agree with you, you are wrong about them making fibers from their goo. They made fibers from goo years ago. It was not what I would name spider silk (or biosteel) since it was really nothing more than dehydrated goo in a string form but it was a fiber and they can make it at $100K a kilo.
This is why they stopped trying to make silk fibers and went to blocks of cast spider silk protein and powders.
The other issue they have is the size of the ecoli is not large enough to produce most silk proteins. This is why they can not produce the strength in the fiber they do make.
Amsilk would be a good company with a future but they have so many limitations that I dont personally see them surviving. There are already too many products in the way of the single use product they have. Nothing they have produced stands out in comparison to existing products.
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