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i know that's counter to the prevailing sentiment here. nothing but my instinct tells me this but i suspect conti prioritizes compound, and i think vittoria spends more time thinking about sidewall (
I think I pretty much get to the same place, but via a different route. It's not so much that Conti (and the other more diversified companies) don't prioritize sidewall construction, it's that they have very little interest in sidewall construction methods that aren't germane to the other product lines they offer. This is also true of their tread compounding, which I am given to understand is largely as good as it is for bicycles due to the large investments the company has made in automotive compounds that roll well, driven by EV development trends. This trend definitely continues, and it's unlikely we won't also continue to see improvements in bicycle tire compounds as a result.
Cotton sidewalls are awesome for bike tires but they're just not at all useful for much of anything else, so no one but a bike-specific company is going to dump money into that well. The question is, how much farther can a company like Vittoria push cotton sidewall performance? Now that they have figured out how to make tubeless cotton/latex clincher casings, where do they go from there? It seems unlikely they have the resources to keep up with the automotive companies in terms of compound R&D, and it seems equally unlikely that lightning will strike again, as it appears to have done their investment in graphene production. Especially given their VC majority investor, and the belt tightening that is omnipresent in the bike industry as well as the VC world.
FWIW, The purchase of Dugast by Vittoria? I'm much less sanguine about it than you are. They just shuttered the < 2 year old Dugast facility in the Netherlands, and they're moving all production to Thailand. Of which very little appears to be planned. According to the reportage in the Dutch press, Vittoria is going to discontinue all Dugast products save the "Vittoria A Dugast Series cyclocross product line", and it remains to be seen what exactly that is. It seems incredibly unlikely that they'll continue to offer the repair and customization services that contributed greatly to their near total dominance of the pro CX scene in Europe. Hell, I doubt that's even possible now that they have laid off everyone who did that work for them. Richard Nieuwhuis is also out, truly signaling the end of an era.
I wish I could believe that this acquisition was about "cycling...in your blood and bones"... heck, maybe it even was at the time it happened. Right now, though, it really appears to be leaning much more towards eliminating some niche competition, and commodifying the brand name. Vittoria never could figure out how to make cx tires that people actually wanted, maybe it was just easier to get rid of the ones that people did want.
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