There are two primary ways to improve materials...
First, improving the chemistry... which KBLB and AMSilk each do in basically the same way, only with different inherent limits given different processing constraints.
Second, improving the processing... which AMSilk can do, and KBLB can't.
Process improvement is by far the most relevant commercially... both in terms of thresholds in relevance, and in terms of commercial viability based on competitive advantage.
Any time I can see a comparable or better product being made for less $ and effort, while sustaining a faster pace in generational improvement... I'll pick that as the winner.