It looks like Entogenics, Bolt Threads, Spiber, and Amsilk are all listed as well.
Regardless, judging by the table of contents, whoever wrote it thinks spider silk will be a significant player in the global silk industry
One thing I noticed in the summary, and that I've thought of quite a bit is
Even if they aren't referencing genetic engineering spicifically, imagine if the industry discovers a way to reduce the labor costs of silk production? i.e. creating a machine that can identify and gather strands, or feed silkworms and sift out waste?