GlitteringWanderer70
9時間前
Grok actually mentions Kraig Bio by name in the answer to my question and also specifically calls out “recombinant” spider silk after I only asked general terms about “spider silk”
Grok Question:
What is the cost of a metric ton of spider silk?
Answer from “The Serial Scumbag Liar”…Grok 🤣
Natural spider silk harvested directly from spiders is insanely expensive-think hundreds of thousands to millions per metric ton, since it's basically impossible to produce at scale. That famous golden orb-weaver cape took over a million spiders and cost around half a million bucks for just a few kilograms.
But these days, we're talking recombinant or synthetic spider silk from companies like Kraig Biocraft. Their production cost is around three hundred dollars per kilogram right now, with plans to drop it lower as they ramp up to tons in twenty twenty-six. So for a metric ton, that's roughly three hundred thousand dollars.
Other estimates for scaled-up synthetic versions range from about fifteen thousand to ninety thousand bucks per ton in optimized scenarios. It's getting cheaper fast, but still premium stuff.
GTman1
1日前
Just a little "back of the napkin" math for a friday afternoon:
Over the last couple months Kraig Labs has produced about 4.3 metric tons of spider silk cocoons. From these cocoons, you can conservatively estimate that they can reel .650 tonnes of finished silk.
High-end silk ties normally cost $150-$450.
A metric ton of silk can make roughly 15,000 to 20,000 silk ties.
This means KBLB's silk produced over the last couple months can produce, conservatievly, more than 10,000 spider silk ties.
Even at the price of normal silk, KBLB's current inventory of silk represents $1.5 million in finished product sales. This is from taking the lowest estimates from traditional silk. I would imagine spidersilk apparel could fetch prices 3-4 times more, especially when supply is low and demand is high.
This is just the beginning of a lucrative industry.
GTman1
1日前
There's not much competition left for Kraig Labs.
Bolt Threads shut their doors on March 13th and everyone at their company was laid off.
I had been posting on this board for years that Bolt's process was impractical and prohibitively expensive to produce textile fibers. Not only that, they (like Spiber), were only producing analog spider silk proteins, not full length spider silk proteins, like KBLB.
KBLB's silk worms produce full length spider silk proteins mixed with silkworm silk, which is a huge difference. And KBLB's Darwin's bark spider knock-ins are designed to functionally replace all silkworm silk with spider silk. All of this is being done within the silkworm as a protein production platform. This platform has been in commercial use for thousands of years and is proven.
Comparatively, Spiber inc. and Amsilk are KBLB's last remaining competitors and they use very similar platforms as Bolt Threads (microbial fermentation through e.coli, yeast, etc.). They too are understanding the impracticality of the platform they chose. Bolt Threads, with their $100's of millions in seed money couldn't make it work even while they were in the bay area and surrounded by the worlds most talented tech and biotech companies.
Spiber was also funded by $100's of millions in seed money. They pivoted away from spider silk and now just claim it's a brewed protein (ie. no structural characteristics of spider silk). However, even just turning their brewed proteins into fibers has turned out challenging, just as I predicted on this board years ago. Spiber's last earnings report showed that they were massively hemorrhaging cash. Even with their dozens of partnerships with boutique clothing brands which sell incredibly expensive apparel, they were selling their brewed proteins at a massive loss. So much so that on April 1st 2026 the founders of Spiber inc. ceded control of their company to the state (Japanese government). From the filings it looks like the state is going to try to make whatever money they can by using the bioreactor infrastructure Spiber built over the years for some other use (also something I predicted years ago).
All this is happening while Kraig Labs is hitting record amounts of actual fibers in a cost efficient production system. They are increasingly producing high strength fibers that are being sent to customers. They are delivering on the promises that the entire spider silk industry has been claiming for decades, including KBLB.
With the field cleared of competition, Kraig Labs is set to run the table.
Truth_is_a_tool
2日前
If we get to and maintain a consistent average share price of 20 to 30 cents by this time next year , I would be absolutely thrilled with that and I think that’s a realistic expectation as it will still take continued time to build out inventory , build out the platform, and establish themselves as a reliable consistent supplier that someone like Nike can count on. I do believe Nike is the likely performance apparel customer or a similar big fish but a customer like Nike would likely first want to see the supply chain robustly established before signing a long term contract. Now if we do happen to land a big name like Nike much sooner than that , then all bets are off. This thing could rocket to 1.00 easily. Could it stay there on just that one announcement before falling back to earth? I don’t know. Too many unknowns. But my point is I see no rush. I’d rather they take the time to build it out methodically and correctly as they have been doing. As Kim has said in the past , they only get one shot of this to execute it correctly. This is their shot and I like the way they are executing. Hitting those milestones nicely. I still wish KT would stop giving timelines since he never comes close to meeting them. No matter. Mistakes , delays , setbacks or whatever we want to call them aside , it’s slowly happening. KT will be the tortoise that wins the race. I see this as a multi billion dollar business in the making. The only real question is how long that will take. You can’t rush perfection and I’m good with however long it takes. This is one of my “hold the shares forever” stocks.
EisMCA2
3日前
Great article/interview. Thanks Fiber.
So many great things happening right now.
Looking forward to the next few announcements as we continue scaling up. Our recent production cycle effectively doubled the previous harvest to 2.5 metric tons in a single run. If we maintain this compounding trajectory, we are on track to hit 5 metric tons on the next run, followed by 10 metric tons in the cycle after that. That would put us just under 20 metric tons of cocoons total produced. And the run after that could be 20 metric tons on its own, putting us at 40 metric tons produced. With multiple facilities scaling up monthly, commercial-scale spider silk manufacturing is on. And each month could scale at the same rate. Those number get really big, really fast.
Go KBLB Go!
Beyond Kong and Very Strong!
MCA
arachnodude
3日前
Lol. Ah, those keywords: "credibility and transparency." The emotional equivalent to a tantrum about the SP not being where one wants it so they can sell-off. And therein lies the secret to Mr. T's success. You see, had he been pining for just scamming some ignorant souls out of a few bucks, he, too, would have got all emotional and started making decisions leaning towards that. A recent example would be kinda like BSLK did. Now look at it. How many saps jumped all over BSLK when it became available? I don't hear those tales of making a killing with that stock. 🤔 By now, the emotions should have been tempered with this stock. Ample time has been given to "get the hell out." Yet so many complainers remain. I guess that's why they invested...to somehow feel legitimized that their complaints are valid. Man, if only once-in-a-lifetime came on demand! Wouldn't that solve the world's problems?! Sure would. Until that Utopian view becomes reality, I guess we'll just have to live in the one where a biotech company bringing revolutionary technology to market for the first time lays the foundation for continuous commercialization and sustainability. I'm glad that's what I invested in. Sad to see not everyone invested for the same reason. Oh well, not my Utopia to defend. 😁
💥💥💥 BAM !!! 💥💥💥
arachnodude
3日前
Every post somehow leads to the exact same destination...
Technology advances?
Credit someone else.
Production increases?
Doesn't count.
Patents?
Doesn't count.
Facilities?
Doesn't count.
Future plans?
Lie.
Past plans?
Lie.
Present accomplishments?
Also lie.
At some point you're no longer evaluating this company. You're conducting a decades-long exercise in explaining why every positive development should be interpreted negatively.
The funniest part is the invention argument.
Most successful companies are built by applying, developing, licensing, improving, scaling, or commercializing existing scientific discoveries. Not by inventing every underlying principle from scratch.
Commercializing technology and discovering technology are not the same thing.
The existence of one does not erase the value of the other.
But then again, if every path must end at "Serial Liar," the destination matters more than the journey.
Wash, rinse, repeat
💥💥💥 BAM !!! 💥💥💥
WebSlinger
3日前
Here is a summary of the lies and misleading claims in the article:
1. "I invented this technology"
Thompson did NOT invent recombinant spider silk. The core gene-insertion tool (PiggyBac transposon) was invented by Malcolm Fraser in 1989. The actual science was designed and performed by university researchers at Notre Dame and Wyoming.
2. "We proved the science in PNAS"
Thompson is not listed anywhere in the PNAS paper — not as a designer, researcher, author, or contributor. The science was designed by Fraser, Lewis, and Jarvis, and performed by five university researchers. His use of "we" is a direct appropriation of credit for work he did not do.
3. "Fermentation-based approaches can produce spider silk protein analogs, but they do not produce spider silk fiber"
This applies equally to KBLB's own product. KBLB produces a recombinant composite of silkworm and spider silk proteins — not pure spider silk fiber. By Thompson's own definition, KBLB doesn't produce "spider silk fiber" either. It is a hybrid silkworm/spider silk material.
4. "Our calculations indicate that fermentation-based systems cannot produce recombinant spider silk at a price point competitive with Kraig Labs"
KBLB has never sold a single unit of finished product in nearly 20 years of operation, and has spent almost $58 million in the process. They have no real-world production economics to base this claim on. Any "calculations" are purely theoretical projections, not established facts.
5. "I invented a protein expression platform for producing recombinant spider silk"
The platform is built on PiggyBac, invented by Fraser in 1989, combined with spider silk genes developed by Randy Lewis at the University of Wyoming. Claiming to have "invented" the platform misrepresents the contributions of the actual scientists involved.
6. "Our double-hybrid production system is coming online shortly"
The double-hybrid system has been "coming soon" for at least three years:
First mentioned in July 2023 — already behind its original timeline
In December 2023 — still in early pilot testing
In June 2025 — still uncertain if the Summer 2025 deadline could be met
In June 2026 — still "coming online shortly"
This is a perpetually recycled milestone that has never been delivered, spanning the entire conversation from at least 2023 to today.
The Overall Pattern
Across all of these claims, a consistent pattern emerges:
- Appropriating scientific credit that belongs to university researchers
- Applying standards to competitors that KBLB itself fails to meet
- Presenting theoretical projections as established competitive facts
- Recycling future milestones indefinitely without delivery
Once a Serial Liar, always a Serial Liar.
Wash, rinse, repeat.....
Hot Features
プレミアム
登録してリアルタイムのアラート、カスタムポートフォリオ、市場の動きを入手してください。
Z06 MAN
2日前
メールアドレスで登録
