Late to the party, but here's my $.02. (I am a usually ULish, occasionally bordering SUL backpacker, a regular road cyclist, and occasional touring cyclist.)
"Weight weenies, as the guys who shave grams off peddle housings are known, just don't pop up that often in the world of long distance, self-supported riding where its easy to carry both bulk and weight. So I think the majority of your market is going to have to be people who have an irrational obsession with weight savings and this may tend to limit your growth potential as a company."
It'll be important to know whether Matt's right. If you're talking ounces, this'll be about culture, not rationality. Anyone who's calculated how much time shaving a few ounces is going to save on a 20' climb will be laughing, depressed, or both by how little a few ounces matter unless you're racing for a living, on the rivet and one second from losing the wheel in front of you.
What really matters is aerodynamics. If you can figure out a way that people carrying light loads can carry them more aerodynamically, it'd be a game-changer. I know, easier said than done.
Back to lurk mode.