claude-haiku-4-5-20251001 · $0.036
Stern reruns BKSOR; Don theorizes on accessory pricing strategy and upcoming game pipeline.
Black Knight Sword of Rage Pro machines are scarce on the secondary market despite initial poor sales; Stern announced a rerun for June release
high confidence · Don observed near-zero BKSOR Pro listings on Pinside, eventually acquiring one through a contact. Stern has officially announced a rerun production for June.
Stern delays accessory releases (toppers, shooter rods, armor kits) by 12+ months to amortize costs and maintain sales momentum rather than releasing them at launch
high confidence · Don posits this is deliberate strategy: if all accessories released at launch with $13k LE + $1500 topper + $250 rod + $275 armor = $15k total would discourage purchases. Spacing releases over a year builds demand while customers already own the base machine.
John Borg had a game designed (possibly Indiana Jones) whose license window lapsed, forcing a re-theme to another IP
medium confidence · Don heard this as rumor from 'alcoholic whispers of MGC'; no confirmation. Cites historical precedent (Police Force was Batman, Gladiators was Zelda).
Stern is planning a summer 2024 cornerstone announcement (possibly John Wick or another title) following Jaws production run completion
medium confidence · Don speculates based on production cadence: Jaws (January), next game announcement late April/May, production June, ready for August-October window.
Jersey Jack Pinball is developing a Muppets game (exact status and timeline unknown)
low confidence · Don heard 'whispers' about Muppets at MGC from unknown sources; no concrete information, no whitewood sighting, speculative.
Stern reduced from three cornerstones per year to two, is now rebuilding production capacity in larger facility
medium confidence · Don states this as fact based on industry observation; aligns with known Stern production changes.
Foo Fighters LE topper costs $2,000 and is largely a reskin of the R2-D2 topper design
high confidence · Don cites this as example of high accessory pricing; criticizes it as overpriced for the technology level.
“But try to find a black knight sword or rage pro on pin side you won't be able to find one i know because i've been looking”
Don @ early in episode — Personal market observation that drives the main narrative about BKSOR scarcity and Stern's decision to rerun.
“This game is a whole package. Y'all naysayers keep naysaying, and I'm going to keep playing this damn game, and I'm not looking forward to getting rid of it at all now.”
Don @ mid-episode — Expresses Don's changed opinion on BKSOR; validates his earlier prediction that the game would become desirable.
“That's how they got you. They got you the tune of $2,000 for that topper, $275 or $225 for the shooter rod, $250 for the side armor. And you're like, you know what? YOLO.”
Don @ mid-episode — Articulates Stern's strategy of amortizing accessory costs over time to reach $15k+ total spend.
“I don't know what's coming out next. John Wick probably is a pinball machine that exists somewhere, somewhere in the production dungeons.”
Don @ later in episode — Expresses uncertainty about near-term releases while suggesting John Wick is in development pipeline.
“JJP has Muppets. What? Now, you know, coming out of the alcoholic whispers of MGC, I did hear Muppets a few times, right?”
Don @ mid-episode — Introduces Muppets rumor; transparently acknowledges the source as unreliable hearsay.
“So we're going to go into the fall with a new game for sure from Stern and one from Jersey Jack. What's the new Stern game? I don't know.”
Don @ mid-episode — Confident prediction about release timing but admits complete uncertainty about what the games will be.
“They're in these long development cycles of 12 to 18 months for these pinball machines. and then as they're nearing completion they kind of go into the holding pen”
Don @ later in episode — Explains Stern's production holding pattern and strategic release timing based on market conditions.
business_signal: Jersey Jack Godfather underperformed sales expectations; secondary market experiencing significant depreciation ($5k+ losses on Super Edition with Gold Lions).
high · Don states 'they're not making 5,000 units of Godfather, especially with the prices completely tanking secondary market, taking $5,000 losses on the Super Edition with the Gold Lions.'
sentiment_shift: Black Knight Sword of Rage experiencing unexpected demand resurgence on secondary market; Stern's rerun announcement validates early prediction by collector community that game had underrated appeal.
high · Don unable to find BKSOR Pro listings on Pinside; machines sell immediately upon listing; enthusiasts buying used units post-rerun announcement.
community_signal: Munsters (particularly black and white premium) experiencing similar secondary market scarcity and value appreciation as BKSOR; collectors seeking limited editions at premium prices.
high · Don notes LE versions command five figures; premiums also five figures if equipped with topper. Predicts rerun would sell 300-500 units within a week of production.
design_philosophy: Stern making strategic decisions about which licenses to pursue/hold/release based on seasonal market conditions, zeitgeist, and competitive landscape rather than pure availability.
medium · Don speculates Stern holds games in production queue and selects release timing based on 'what season are we in', 'what's the zeitgeist', and 'what's going on' in the market.
licensing_signal: License window expiration forcing re-theme or abandonment of completed game designs; Stern may strategically acquire licenses to block competitors.
groq_whisper · $0.144
Munsters (particularly black and white premium) is experiencing secondary market scarcity and high prices similar to BKSOR
high confidence · Don notes LE versions command five figures; even premiums are five figures. Predicts Stern could rerun this game with modest code update and accessories for 300-500 unit run.
medium · Don cites rumor that John Borg's follow-up (possibly Indiana Jones) had license window lapse; mentions Stern may acquire licenses defensively without intent to produce.
market_signal: Stern reduced cornerstone releases from 3/year to 2/year; now rebuilding capacity in larger facility and appears to have backlog of completed/near-completion games ready for selective release.
medium · Don states this as observation; Stern moved to larger facility; strategic timing of releases suggests deliberate holding pattern rather than production constraints.
community_signal: Ninja Eclipse gaining production traction and distribution expansion; game code evolving and cabinet design improving; targeting Southern Fried Gaming Expo for broader audience.
medium · Don reports game was at MGC and is being promoted by Chris Turner on social media; inroads being made to get game to SFGE; code and cabinet improvements documented.
personnel_signal: John Borg reportedly had a completed game design whose license window lapsed, forcing Stern to pivot to re-theme or shelve the project.
medium · Don cites hearsay from 'alcoholic whispers of MGC'; no direct confirmation; historical precedent cited (Police Force/Batman, Gladiators/Zelda).
market_signal: Stern using deliberate accessory delay (12+ months post-release) to amortize costs and spread total spend over time, reaching $15k+ from initial $13k purchase.
high · Don articulates the mechanism: Foo Fighters LE $13k + topper $2k + rod $225-275 + armor $250 = $15k+ when purchased separately; Venom topper delayed until 2025; Jaws accessories timing TBA.
product_strategy: Venom LE topper significantly delayed (not released as of episode; expected 2025); suggests Stern using accessory delay strategically across portfolio.
high · Don notes Venom topper not released and predicts delay until 2025; pattern consistent with Foo Fighters ($1500 topper released ~1 year post-game).
product_strategy: Stern planning summer cornerstone announcement and fall releases; production pipeline includes multiple games in holding pattern awaiting strategic release windows.
medium · Don speculates Jaws completion (June), new announcement late April/May, production June, summer/fall release. Predicts fall will have new Stern and JJP cornerstones.
rumor_hype: Jersey Jack Pinball developing Muppets game; exact status, scope (which Muppets property), and timeline unknown.
low · Don heard whispers at MGC; no whitewood sighting; no concrete sources; speculation on theme possibilities indicates rumor stage only.