It doesn't matter...I will use the old arguments that have been used to defend KBLB and that they wouldn't be in production if they didn't already have a customer for their product(s)....and then you have to consider the applications for their products might not even be in the same category or competition.
However, the point of my quote was to show that Spiber doesn't appear to be a slouch that KBLB should just disregard