Bolt and Spiber remain competitors in certain markets. Spider is specifically targeting luxury streetwear among their ventures. I mention that because it was the market identified by Kings for Spydasilk.
KBLB has not proven market acceptance for any markets whatsoever. In that sense, Spiber is far ahead of KBLB.
Spiber makes many different kinds of 'brewed proteins.' So far, KBLB has only achieved limited success in producing a single 'spun protein.' Despite what has been repeated many times on this board, neither DS nor MS are anywhere close to spider silk. They differ not only on the primary structure level but also on the secondary and tertiary structural levels as well. Spiders produce spdroins, silkworms produce fibroins. KBLB is producing fibroins with extra toughness, when compared to mundane silk.
KBLB may have an idea about market interest in their spun proteins, but market interest is a function of the properties of the material being offered, the price, availability, and so on. Investors like you and me have very little understanding of the market interest in KBLB's spun proteins. We all hope the market interest will be huge, but that is just the Hopium that fueled investor interest so far.
I would certainly welcome a cosmetics manufacturer offering to buy hundreds of metric tons of DS for cosmetics manufacturing at a price acceptable to KBLB. Would you turn down that market? If not, why make fun of Spiber's ventures into that area? If another company offered a similar advantageous price for DS to manufacture lightweight, strong, and resilient skateboards, should Thompson turn them away?
Markets for a product are a good thing, not a bad thing. We are still waiting to see what markets develop (if any) for KBLB's spun proteins.
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