claude-haiku-4-5-20251001 · $0.035
John Wick thrives on location via contracts; Godzilla 70th coming; Avatar/X-Men speculation.
John Wick earned 50% more than the #2 game (Pulp Fiction) at Electric Bat Arcade in June
high confidence · Don cites data from Rachel and Cale at Electric Bat regarding their arcade earnings
John Wick contracts are driving location traffic at specific times identified by Stern's Insider Connected data
high confidence · Don describes how Stern uses app analytics to time contract drops strategically
The Deconsecrated Multiball contract on John Wick Pro version has a flaw: balls don't lock on the Pro because there's no physical lock mechanism
high confidence · Don explains the Pro/Premium/LE mechanical differences affecting the contract
Godzilla 70th Anniversary Edition is not an LE, but will be made as long as there's demand
high confidence · Don clarifies the edition status and availability model
X-Men is the strongest rumor for Stern's September Cornerstone release, following their annual Disney Marvel pattern
medium confidence · Don cites 'different sources' and notes timing aligns with Venom's 12-month cycle
Don sold his Godzilla one week prior to news of the 70th Anniversary Edition release
high confidence · Don describes serendipitous timing of his personal sale
Avatar rumors are circulating about a potential Jersey Jack Pinball release, but Don is skeptical of its commercial viability
low confidence · Don describes hearing rumors 'from a couple of places' with no solid confirmation
John Wick LE can currently be purchased for around $10,500 in the secondary market
medium confidence · Don mentions 'the le can be had for like 10-5 right now'
“John Wick contracts, what Insider Connected brought us, it's brought us leveling up with Venom, it's brought us contracts and push notifications with John Wick, once they get to a dynamite theme like a Pokemon and all of a sudden there's limited time creatures to capture—Man, it's just going to be solid.”
Don @ mid-episode — Expresses enthusiasm for the direction of Insider Connected's engagement mechanics and their potential with popular IP
“I swear I had to play another 15, 20 games. It was another two hours of playing this game nonstop just to get that. And no other game is compelling enough to make me do that.”
Don @ early section — Demonstrates the difficulty and addictive nature of John Wick's recent contracts, despite personal frustration
“Wick derided online, derided from critics. Yes, it's not Godzilla or Deadpool, it's code is not as complex as James Bond 007's Cornerstone. Is it doesn't shoot as elegantly as Bond 60th, but damn it, I'm having fun with it.”
Don @ mid-episode — Concedes critical points while defending personal enjoyment; acknowledges the game's position in the competitive landscape
“The premium's the sucker bet. Don't buy the premium. And the pro is pretty stripped down so it's kind of like get the LE or just don't.”
Don @ mid-episode — Strong purchasing recommendation against Premium tier; influential take on John Wick's three-tier pricing strategy
“If I had a location, I would have such a hard time putting in a Jersey Jack game at this point. $12,000, if I put an Elton John Platinum Edition in my arcade... when am I ever going to break even?”
Don @ Avatar section — Articulates location operator concerns about Jersey Jack pricing and ROI dynamics in current market
“Harry Potter is a take-my-money-now license. Do it. Put in whatever work you have to to secure that license because that is a guaranteed multi-year selling sales juggernaut machine.”
Don @ Avatar section — Strong assertion of Harry Potter's market potential as a justification for JJP's investment in licensing
business_signal: Supply chain constraints affecting distributors; Mad Pinball sold out of Godzilla 70th and 'calling back to try to get more supply'
medium · Don relays Jeff's inventory situation and recommends customers 'get in with Jeff' early for pre-orders due to demand/supply imbalance
community_signal: Stern implementing contract-based challenges through Insider Connected app to drive location traffic during off-peak times using population data analytics
high · Don describes Stern timing contract drops based on analytics showing slow periods like 'Tuesday at about 3 p.m.' and coordinating drops with player engagement data
design_philosophy: Three-tier pricing creating poor value in Premium tier relative to LE, with Premium lacking essential features (lights, invisiglass, shaker) requiring additional purchases
high · Don explicitly advises 'Premium's the sucker bet' and recommends LE or Pro only, detailing feature distribution across tiers
licensing_signal: Harry Potter positioned as guaranteed multi-year sales juggernaut for Jersey Jack, justifying significant licensing investment
medium · Don emphasizes Harry Potter as 'take-my-money-now license' that is 'guaranteed multi-year selling sales juggernaut machine' vs uncertain Avatar appeal
market_signal: Collector preference shifting toward brand-new game releases over redesigns/remakes of classic machines
medium · Don articulates desire for 'fresh pinball, brand new ideas' and explains why Godzilla/Metallica redesigns wouldn't justify collection entry despite aesthetic appeal
groq_whisper · $0.108
“I want to unbox that thing. I want to play it for the first time in my house if possible, just because the dopamine rush is unreal when that happens.”
Don @ X-Men speculation section — Reveals collector psychology regarding new vs. re-released games and personal motivation for home purchases
“T-molding is something simple to do. It requires only two tools and takes about 15 to 20 minutes, maybe 25 minutes if it's your first time. But I can do a whole game in 10 minutes or less pretty simply.”
Don @ closing segment — Practical customization advice demonstrating accessibility of cabinet modifications for collectors
market_signal: John Wick secondary market depreciation with LE prices dropping from $12,999 MSRP to ~$10,500
medium · Don states 'the le can be had for like 10-5 right now' indicating significant price softening in secondary market
market_signal: Location operators facing ROI challenges with $12K+ Jersey Jack games requiring break-even plays that may never materialize
high · Don calculates needing 12,000 plays to break even and expresses doubt any game achieves that trajectory except in pin bars with secondary revenue
product_strategy: John Wick's mechanical design limitations on Pro tier (missing physical ball lock) directly impact contract difficulty and playability parity
high · Don details how Deconsecrated Multiball contract is unwinnable on Pro due to lack of physical lock diverter, making Premium/LE mandatory for full experience
product_strategy: Godzilla 70th Anniversary Edition accessories pipeline including Art Blades, toppers, and monochromatic mod availability coming soon
high · Don confirms third-party modders (Stumbler, Diddy Mods, Tilt Graphics, Pin Graphics) are 'scrambling right now to do monochromatic versions'
rumor_hype: Jersey Jack Pinball developing Avatar game, but validity questioned with limited source confidence
low · Don describes hearing Avatar rumors 'from a couple of places here and there, nothing solid, nothing I would hang my hat on'
rumor_hype: X-Men (potentially redesign of prior John Borg version or new Jack Danger layout) suspected for September Stern Cornerstone release
medium · Don cites multiple unnamed sources and notes timing aligns with annual Marvel licensing cycle; characterizes as 'strongest rumor' but 50-50 confidence
sentiment_shift: John Wick gaining surprising location appeal despite negative critical reception and online derision
high · Don contrasts game's poor online reputation with concrete #1 earnings data from Electric Bat, attributing success to contract system rather than base gameplay