Fair take, DH. I appreciate that you’re at least framing this logically rather than just swinging at the fences.
You're right—Kim did say 1.5 metric tons marks the starting line for commercial sales. That doesn’t mean that’s the cap—it means that’s the point where the company feels comfortable fulfilling early demand while maintaining quality and consistency. That’s a responsible move, not a limitation.
As for U.S. production, I agree it’s a longer play, but I wouldn’t put a hard 3-7 year window on it. KBLB’s approach has always been about strategic scaling, and if production in Vietnam exceeds expectations, that timeline could shift dramatically.
On your specific timelines...
1. Fashion = Kings, not US.
Agreed. But Kings' success directly impacts whether we see a broader retail expansion into the U.S. later. If SpydaSilk takes off, it accelerates demand, which could influence how soon U.S. production becomes a necessity.
2. Polartec = Columbia, not US.
Right again—for now. But Polartec has U.S. ties, and if military applications scale up, you’d better believe some level of domestic production will be on the table.
3. Textiles, etc. might = US.
This one’s the most interesting because we already know defense applications require U.S. soil manufacturing at some point. If BAM-1 tech is proven viable at scale in Vietnam, there’s no reason it can’t jump the queue for domestic production if the right government contracts come in.
So yeah, I get your logic, but I wouldn’t be surprised if some of these timelines compress significantly based on market response. KBLB has been in R&D mode for years—now it’s about execution. If that snowball starts rolling, timelines tend to get a lot shorter real fast.
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