That struck me as odd too. I am sure he did not mean that statement from the standpoint of competition. He wants to beat them like a Monster Silk rug.
If I wanted the competition to reduce costs, it would be so everyone would know true costs sooner. I would want to see the science furthered. Mostly I think he is being misleading. There is the lawyer thing where they are paid to be on your side....whether it is genuine is another story. A public defendant might think you are guilty as hell, but they are paid to defend you. They are assigned I believe, soooooooooo they are on your side. This isn't that...it appears to be false hopes. I just don't think Kim is that nice, we are paying him to kick their asses.
It is hard to get a clear idea of who is winning when you are the one being forthright...because your science is beating up on them bad.
IOW's, cost facts from Spiber and BT are going to be a dream even after they are selling products. If I owned a private company, I put out bogus information to hurt the competition. We know how they have done this already. They can't go public until they first file with the SEC, so going public is a long way off. The games are way past begun.
News 
Market Data 
Discover 
