claude-haiku-4-5-20251001 · $0.034
Pinball supply crisis deepens as Stern expands distribution; Back to the Back to the Future design rumored.
Stern Pinball has backorders worth conservatively north of $30 million
high confidence · Craig Bobby's Stern News Update segment
Stern Pinball is looking to add up to 25 new distributors in the U.S. market alone
medium confidence · Craig Bobby reports multiple sources, though Zach later expresses skepticism and says he was told this number was not accurate
Back to the Future Super LE is coming to Stern, designed by Keith Elwin, set for August 2022 release
medium confidence · Craig Bobby cites 'hottest rumor this week' from piecing multiple sources; explicitly unconfirmed by Stern
Stern will partner with Joe Kaminkow (Beatles and Batman 66 licensor) to bring Back to the Future to production
medium confidence · Craig Bobby's rumor reporting; Stern will not directly own the license
Cactus Canyon remake from Chicago Gaming will be a one and done software release from Lyman
medium confidence · Matt Morrison cites Josh Sharpe interview on Loser Kid Pinball Podcast
Pirates of the Caribbean is receiving a major code update in open beta from Jersey Jack
high confidence · Ken Rudberg's Jersey Jack update; includes character ability changes, mid-game character switching, rule changes, and bug fixes
Michael Grant has moved from American Pinball to Stern Pinball
high confidence · Brian Kosner reports Michael Grant's departure to Stern
Stern's 2022 production strategy will shift toward longer production runs of fewer titles rather than frequent line changes
high confidence · Zach confirms this was stated previously; plan is to run games longer to fulfill backorders
“I'm going to go number two on this one. I like the group effort.”
Dennis @ ~early contest — Judge commentary during Godzilla roar contest; establishes the creative 'snarf' submission as advancing in tournament
“Holy cow. How many distributors do they have? ...They have too many. That's a hashtag fact.”
Zach @ ~post-Stern update discussion — Host expresses strong skepticism about Stern adding distributors while struggling with backorders
“She's not deaf she's just Japanese”
Zach @ ~cultural anecdote segment — Humorous personal anecdote about daughters trying to communicate with non-English speaker; illustrates show's casual tone
“Stern continues to limit distributor product allocations of all models, while the monstrous number of machines on backorder continue to grow, with some putting the value on backorders conservatively north of $30 million.”
Craig Bobby @ ~Stern News Update — Key industry metric: demonstrates scale of supply crisis
“Could this be the limening of Keith Elwin behind a high-dollar Super Ellie paywall forever?”
Craig Bobby @ ~Back to the Future rumor section — Introduces new industry term 'limening'; raises speculation about designer exclusivity pricing
“There's no doubt that a Back to the Future release will be big in terms of hype and very big in terms of the body slam that title will put in your bank account or credit card”
Craig Bobby @ ~Back to the Future rumor section — Signals anticipated high pricing and market excitement for rumored title
“Some titles you're not going to see run at all, even if there are back orders.”
Zach @ ~2022 production discussion — Reveals harsh reality that Stern may deprioritize certain titles despite customer demand
“It's frustrating for me as a dealer it's frustrating for me as a hobbyist...it is frustrating all the way around”
business_signal: Stern Pinball faces record backorders valued at $30M+ despite record production; supply chain delays continue to strain distributor relationships and customer fulfillment
high · Craig Bobby reports Stern limiting distributor allocations while adding 25 new distributors; Zach confirms backorder lists rolling into 2022 across major dealers
business_signal: Stern considering adding 25 new U.S. distributors despite supply constraints, causing debate among industry analysts about demand management vs. market expansion
medium · Craig Bobby reports plan; Zach expresses skepticism and says he was told number was inaccurate; Zach argues Stern should drop underperforming distributors instead
product_strategy: Stern shifting from frequent line changes to longer production runs of fewer titles in 2022 to address backorder crisis; some titles may not run at all despite demand
high · Zach confirms this strategy was previously communicated; notes devastating implication that demand alone won't guarantee production for all titles
licensing_signal: Stern rushing Q4 production on license-expiring titles (Batman, Stranger Things, Beatles Gold, Iron Man Vault) to maximize final runs before rights revert
high · Zach lists specific Q4 titles and explicitly notes 'we're seeing a theme here. We're squeezing in a lot of these things that the license is kind of expiring'
machine_intel: Back to the Future Super LE designed by Keith Elwin, licensed through Joe Kamenkow, set for August 2022 release per multiple sources
groq_whisper · $0.287
Zach @ ~Stern production segment — Host expresses genuine frustration with supply crisis from multiple stakeholder perspectives
medium · Craig Bobby cites 'hottest license and dream themes' with pieced-together sources; explicitly unconfirmed but presented as credible rumor
code_update: Jersey Jack Pinball's Pirates of the Caribbean receiving major code update in open beta with character ability changes, mid-game character switching, rule changes, and bug fixes
high · Ken Rudberg provides detailed update specifications; open beta sign-up instructions provided via Telegram; full release expected soon
community_signal: New industry term 'limening' entering community lexicon, referring to exclusivity pricing strategy (coined in context of Chicago Gaming's Cactus Canyon code release strategy)
medium · Craig Bobby introduces term in reference to Cactus Canyon code developer Lyman's pricing approach; jokingly asks if this will 'limen' Keith Elwin behind Super LE paywall
product_concern: Dealers unable to fulfill backorders for multiple titles despite Stern's record production; substantial backorder lists rolling into 2022 across major distributors
high · Zach as dealer reports not being fulfilled for most Q4 backorder titles except license-ending games; expresses frustration from multiple stakeholder perspectives
personnel_signal: Michael Grant departed American Pinball for Stern Pinball; Steven Bowden hired at American Pinball to handle sales, marketing, and game development
high · Brian Kosner reports Michael Grant's move to Stern and identifies Steven Bowden as new hire with multi-disciplinary role
product_strategy: Chicago Gaming's Cactus Canyon remake planned as 'one and done' software release, consulting original dev team (Rob Berry, Matt Correal, Eric Pripke) but excluding Tom Capera due to Stern relationship
high · Matt Morrison cites Josh Sharpe interview on Loser Kid Podcast; explicitly states Tom Capera excluded because he's Stern's lead mechanical engineer
market_signal: Back to the Future anticipated to command premium Super LE pricing and drive significant credit card charges; positioned as 'hottest license' and 'dream theme'
medium · Craig Bobby describes 'big body slam that title will put in your bank account or credit card'; frames as inevitably high-priced based on IP and designer (Elwin)
industry_signal: Speculation that Keith Elwin's exclusive assignment to Back to the Future Super LE may 'limen' (price-gate) his design work and reduce his availability for other projects
low · Craig Bobby speculates 'could this be the limening of Keith Elwin behind a high-dollar Super Ellie paywall forever?' based on rumor; not confirmed by sources