claude-haiku-4-5-20251001 · $0.040
Stern's code updates rescue John Wick and X-Men; Ninja Eclipse sells out; Pulp Fiction LEs finally shipping; virtual pinball debate emerges.
John Wick pinball received a major code dump bringing it to version 0.89, with significant improvements to mode progression and gameplay clarity
high confidence · Don played the updated code and interviewed lead programmer Elliot Eisman and Tim Sexton on Gonzo's Pinball Flipperama; Tim confirmed ongoing development despite 9-week gap before this update
Ninja Eclipse sold out completely post-Expo; Turner Pinball shipped first units after Expo
high confidence · Don spoke directly with Turner at Expo; Turner declined to discuss specific production numbers but confirmed rapid sellout
Pulp Fiction LE orders placed in March 2023 are finally shipping in November-December 2024, representing an 18-month delay from original November 2023 promise
high confidence · Don reviewed original March 2023 announcement and cross-referenced with current shipping timeline; notes Chicago Gaming Company is meticulous but slow
Stern released a survey of 110 potential themes to gauge community interest, mixing 10-20 serious license candidates with 80+ filler options
medium confidence · Don and international operator Retro Jango analyzed the survey on new We Are Pinball episode; Don speculates on Stern's sandbagging strategy but didn't receive survey directly
Cuphead release from American Pinball is expected around December 2024, not at IAPA as previously rumored
medium confidence · Don cites 'rumblings' and his own assessment based on production timeline; notes Ryan McQuaid has been heavily involved in design
X-Men received meaningful code updates including mode progression bars and 'fastball special' moment reference
high confidence · Don has played updated code on his X-Men LE machine; observes visible progress bars and gameplay enhancements
Stern's release schedule is extremely packed with cornerstone games announced around Christmas/New Year followed by dispersed releases throughout 2025
medium confidence · Don speculates based on pattern from Jaws (Christmas tease, New Year release) and current X-Men/Metallica momentum
“So for that, I love you. I'm having some fun playing some John Wick.”
Don @ ~10:00 — Expresses appreciation for Stern's commitment to finishing John Wick despite lengthy code gaps; marks sentiment shift from earlier pessimism about the game being abandoned
“X-Men is going to be such a fire game when it's done I just hope that you know John Wick can keep up this slow burn and finish off those higher echelon levels with the code”
Don @ ~14:00 — Indicates both games improving through iterative code updates; positions X-Men as potentially stronger final product than John Wick
“They did not need to release Metallica when they did, man. We were riding high on X-Men, dude. We could have rode that game into the Expo sunset. But no, they dropped it.”
Don @ ~16:00 — Questions Stern's aggressive release timing; suggests schedule pressure is driving decisions rather than market readiness
“it has now been 18 months and then I think you're finally going to get your game now. I don't think it's a stretch to say that enthusiasm has really fallen off for the game's release. How could it not? There's been like seven bangers since then.”
Don @ ~44:00 — Critiques Chicago Gaming's production delays on Pulp Fiction LE; notes market fatigue from competing releases eroding initial FOMO
“Screens are basically free. You know, I bought a television the other day from Walmart that was like, you know, 36 inches for $88 or less or something. So, like, you know, we can afford like $100 to put a good-sized display in a machine.”
Don @ ~37:00 — Practical criticism of American Pinball's cabinet design choices; suggests screen sizing should be prioritized for Cuphead's animation-heavy design
“it's always six months in the future. So, you know, for that reason, you know, their next release, I'm going to wait and pick one up used because I just don't know when they're going to come out.”
Don @ ~46:00 — Demonstrates customer defection strategy due to production uncertainty; suggests Chicago Gaming Company's delays are eroding direct sales confidence
community_signal: Chicago Gaming Company increased social media transparency via new manager 'Mia'; higher communication frequency on Pulp Fiction updates
medium · Don: 'it seems like from now they have a social media lady Mia I believe is what her name is...she's actually dropping updates a little more frequently now especially that the LE is coming into release I love seeing that level of transparency'
sentiment_shift: Pulp Fiction LE FOMO deflated by 18-month delay and competing releases; customer enthusiasm erosion despite production quality
high · Don: 'if you ordered which a thousand people did Pulp Fiction LE in March of 2023 it has now been 18 months...enthusiasm has really fallen off for the game's release. How could it not? There's been like seven bangers since then'
competitive_signal: Stern's aggressive release schedule (X-Men → Metallica → rumored D&D) driven by packed production calendar rather than market-driven timing
medium · Don: 'They did not need to release Metallica when they did...We could have rode that game into the Expo sunset. But no, they dropped it. And the reason that they did has to be because there's no room in the schedule, man. The release schedule is freaking packed'
licensing_signal: Universal Classic Monsters identified as convergent licensing opportunity across theme parks, Stern survey, and NAP Arcade discussions suggesting multiple stakeholder interest
medium · Don: 'I'm thinking of it. Universal's thinking of it. We've got a trifecta...if the company wants to make it, the license holder wants to license it, and the playing public wants to play it, I think that's solid gold'
groq_whisper · $0.105
Houdini and Oktoberfest have been officially retired from American Pinball production despite continued distributor orders
high confidence · Don saw announcement on NAP Arcade; also visited factory and observed completed units still shipping with labels
“Real pinball is always going to be better than a virtual pinball experience. Always. The benefits of the virtual pinball machine, however, is variety.”
Don @ ~56:00 — Balances community gatekeeping against practical value of virtual pinball; frames debate as spectrum rather than binary
“I could have one Fishtails or I could have Fishtails and 1,399 other games that I can play with no lag or anything in my machine, whatever.”
Don @ ~57:00 — Articulates core value proposition of virtual pinball machines; challenges dismissive framing in community discourse
market_signal: Ninja Eclipse rapid sellout post-Expo demonstrates strong demand for boutique manufacturer titles and Turner Pinball brand momentum
high · Don: 'those things sold right the heck out' after Expo; Turner declined to discuss production numbers but confirmed rapid depletion; first units already shipped
community_signal: Ryan McQuaid's extensive involvement in Cuphead design; Don observes him constantly working at factory during visits, suggesting complex project requiring heavy iteration
medium · Don: 'I've seen him at the factory...he seems to be just running around every time I'm there, working on this, that, or the other. So with all the time that he's been able to put into this, he's made Sonic the Homebrew game'
market_signal: Chicago Gaming Company production delays creating customer defection; Don notes he will wait for used Pulp Fiction units rather than pre-order, citing unpredictable delivery timelines
high · Don: 'it's always six months in the future. So, you know, for that reason, you know, their next release, I'm going to wait and pick one up used because I just don't know when they're going to come out. I hate having money tied up like that.'
product_strategy: American Pinball Houdini and Oktoberfest officially retired; signals completion of product line consolidation and pivot to next generation (Cuphead)
high · Don: 'Houdini and Oktoberfest are both retired...The fact that they're now retiring those tells me it's time to turn that new leaf...time to move on to, like, the next echelon and iteration of American Pinball'
product_concern: Cabinet design criticism on Cuphead regarding screen sizing; Don questions why premium display not prioritized for animation-heavy game
medium · Don: 'You almost need a Jersey Jack size 22-inch screen...Hopefully American Pinball's redesigned the cabinet to take that into account...Screens are basically free...we can afford like $100 to put a good-sized display in a machine'
rumor_hype: Dungeons & Dragons pinball game rumored for end-of-year/early-2025 announcement; speculation on designer (Brian Eddy vs. Keith Elwin/Jack Danger) and quality (Venom code improvement vs. Pokemon collaboration)
low · Don: 'whatever this D&D game is coming out...he's probably around 45 or so...Maybe like Dungeons and Dragons Is the code name for Pokemon...Even if it is a D&D game Even if it's Brian Eddy...John Borg has had a game that's in the works for some time'
sentiment_shift: John Wick sentiment reversal from assumed abandonment to active development commitment; major code dump demonstrated Stern's continued investment
high · Don: 'This is not a game that Stern has abandoned. That's what I'd heard some people saying that. Easy to think that when it's been like nine weeks or so...But they said, look, we've got a lot of work to do on it...they will come out. But they are going to take this game to completion. So for that, I love you.'
business_signal: Stern's 110-theme survey interpreted as dual-purpose: genuine community feedback while sandbagging actual license portfolio to maintain secrecy
medium · Don: 'the way that you do it is you sandbag your 10 to 20 actual themes and licenses you're seriously considering making, and you pad in another 80 or so just useless fluff, things that nobody wants...to gauge interest...without just completely letting the cat out of the bag'