Tuesday, December 07, 2021 7:33:22 PM
Did you see the following post from GTman1? I edited it slightly without changing context. I don't see them getting close to competitive.
Apparently KBLB aren't the ones in need of magic.
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Haha. That is rich.
You obviously hadn't been paying attention when I posted about commercial production of protein fermentation years ago on this board. There is a lot of literature on the economics of protein fermentation.
Nothing has changed in the process. Bolt threads and Spiber have admitted that it is the same process as how insulin is made.
Go back and read the numbers. Thompson is right.
The only way Spiber or Bolt could ever even be in the same ballpark as Kraig Labs is if (and this is a huge if) they decide not to purify their "brewed protein". But this would mean they would be creating a fiber with all the dead yeast and nutrients in the growing medium that the yeast need to survive. This would create an absolute crap product. But I guess they could sell it.
Bolt threads has already turned away from spider silk because they know it's not practical using fermentation.
My guess is that since Spiber has invested so much in these bioreactors, they will survive, but not to make fibers. They will likely become a contract manufacturer for pharmaceuticals by repurposing their equipment to make other peoples custom proteins. Luckily for them there is a huge demand of manufacturing using bioreactors for the gene therapy and gene editing drugs currently being developed. But they won't be making spider silk fibers, IMO.
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