I have no idea what the internal communication between KBLB and Polartec is. But Maybe the extent of their relationship is that Polartec is willing to collaborate on a fabric with KBLB, not help them create a yarn. I'm not sure.
But I think very few people on this board understand the intricate process of creating a desirable and highly differentiated yarn composite. Maybe 80 years ago it would have been easy to compete with the natural fibers out there. But now a fiber>yarn>fabric>product has a much higher bar to pass in order to have something marketable.
This is why I would have rather Kim just create 100% spider silk products, but the decision was made to target performance apparel first. I'm not privvy to the reasons why.