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Episode 674: "Pinball Vision is Everything"

Kaneda's Pinball Podcast (Patreon feed)·podcast_episode·26m 41s·analyzed·May 4, 2022
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Analysis

claude-haiku-4-5-20251001 · $0.031

TL;DR

Kaneda warns boutique pinball makers that Stern dominates licensing; predicts Toy Story breakout success.

Summary

Kaneda discusses licensing strategy in pinball, arguing that Stern Pinball aggressively pursues licenses to block competitors (citing Godzilla as evidence of Stern allegedly outbidding Spooky after learning their interest). He criticizes American Pinball for hiring Ryan McQuaid without securing the Sonic license first, claims Stern has already locked Sonic, and argues boutique manufacturers can only succeed with strong IP. He also expresses skepticism about Haggis Pinball's manufacturing pace and high confidence in Toy Story's commercial success despite recent skeptical community commentary.

Key Claims

  • Stern Pinball has already secured the Sonic license via Roger Sharpe, blocking American Pinball from using it

    low confidence · Kaneda, based on rumor he's hearing; unconfirmed speculation presented as likely scenario

  • Jody Dankberg (Stern licensing manager) poached Godzilla license from Spooky Pinball after they publicly disclosed their interest

    medium confidence · Kaneda, citing his understanding of how Stern operates; framed as 'brutal honesty' but no direct evidence provided

  • Dennis Nordman's upcoming AP game is NOT Sherlock Holmes or Yukon Yeti, will feature Christopher Franchi artwork, releasing fall 2025

    medium confidence · Kaneda citing direct information from someone working on the game

  • Haggis Pinball production is moving slowly; only one game shipped in ~12 months since April 2024 announcement

    high confidence · Kaneda's observation of actual shipping data and video analysis

  • Toy Story will sell out collector's editions on day of announcement; machines will fetch $20,000+ on secondary market

    medium confidence · Kaneda prediction based on Guns N' Roses precedent and franchise strength; strong opinion but not confirmed fact

  • Pat Lawlor's JJP vision is flawed; company should position as premium 'Rolex not Timex' rather than mass-market

    low confidence · Kaneda's opinion on JJP strategy; not a factual claim

  • American Pinball's strategy of prioritizing original IP over licensed games is fundamentally misguided

    low confidence · Kaneda's assessment of AP's business strategy; opinion framed as industry truth

  • Stern will never repeat the Rick and Morty mistake of allowing Spooky to secure a major license

    medium confidence · Kaneda's inference about Stern's strategic lessons learned

Notable Quotes

  • “Stern Pinball doesn't want to help you. Stern Pinball doesn't want to support your efforts. Stern Pinball does not want to have competition. Stern Pinball wants to bury the competition.”

    Kaneda @ ~5:30 — Core thesis about Stern's competitive strategy toward boutique manufacturers

  • “Jody Dankberg went in after them and stole it from them. Right? I mean he didn't steal it from them, he just took it from them.”

    Kaneda @ ~7:00 — Describes alleged Godzilla license acquisition by Stern; frames as aggressive but legal business tactic

  • “If you don't have your George Gomez, you don't have a successful pinball company and I mean that.”

    Kaneda @ ~13:15 — Establishes requirement for visionary designer/leader in pinball company success

  • “Everything about JJP should be like Stern on crack... they should be more like Rolex and less like Timex.”

    Kaneda @ ~16:00 — Critique of JJP's mid-market positioning; advocates premium-only strategy

  • “Damien's either going to like make money or he's not, right? There's no in between when you have a company like this.”

    Kaneda @ ~21:45 — Stark assessment of Haggis Pinball's precarious business position

  • “You're in The Basement while you're on pinside being angry every night... Just sign off of pinside, go watch Toy Story 1 through 4, and have a good time.”

    Kaneda @ ~36:00 — Dismissive of Toy Story skeptics; uses social criticism to defend game's appeal

  • “The only thing you can make is stuff Stern doesn't want. And that's the brutal reality of this whole industry.”

    Kaneda @ ~42:30 — Summarizes licensing power dynamics limiting boutique manufacturers' options

  • “If you're not excited and you're not on a list to get a CE, then you just flushed like six to eight thousand dollars down the toilet.”

    Kaneda — Extreme confidence in Toy Story collector's edition value and scarcity; financial prediction

Entities

Stern PinballcompanyAmerican Pinball (AP)companyJersey Jack Pinball (JJP)companySpooky PinballcompanyHaggis PinballcompanyPinball BrotherscompanyRyan McQuaidpersonGary Sternperson

Signals

  • ?

    licensing_signal: Kaneda alleges Stern Pinball has secured Sonic license (rumor) and historically uses aggressive outbidding to block boutique competitors from securing major IP; cites Godzilla as precedent

    medium · Kaneda states: 'I'm hearing that Stern Pinball has Sonic license. And Mr. Roger Sharpe over at Stern Pinball is the one who secured the license.' Describes Godzilla pattern: Spooky disclosed interest publicly, then Stern outbid them.

  • ?

    machine_intel: Dennis Nordman's AP game in production with Christopher Franchi artwork, confirmed NOT Sherlock Holmes or Yukon Yeti, shipping fall 2025

    medium · Kaneda: 'It is going to be something else... It's also not going to be Yukon Yeti. So his game is going to be made with Christopher Franchi on artwork. I heard it looks spectacular and it's coming out this fall.'

  • ?

    personnel_signal: American Pinball hired Ryan McQuaid without allegedly securing Sonic license first; questioned as strategic error

    high · Kaneda: 'Why would American Pinball not secure the license to Sonic Spinball before hiring Ryan McQuaid? Does hiring Ryan McQuaid without that license, how does that make any sense whatsoever?'

  • ?

    product_launch: Haggis Pinball shipped first Fathom Mermaid Revisited unit on May 4; Kaneda skeptical about production velocity and long-term viability

    high · Kaneda: 'A year's gone by and only one game has gone out since they announced this game a year ago, April 23rd.' Characterizes production as 'hand building' but insufficient volume to cover overhead.

  • $

    market_signal: Strong predicted demand for Toy Story collector's editions; Kaneda forecasts immediate sell-out and $20k+ secondary market premiums based on Guns N' Roses precedent

Topics

Licensing strategy and IP acquisition in pinballprimaryStern Pinball's competitive dominance over boutique manufacturersprimaryAmerican Pinball's business strategy and game pipelineprimaryToy Story pinball anticipation and secondary market speculationprimaryJersey Jack Pinball's vision, strategy, and Pat Lawlor's design directionprimaryHaggis Pinball manufacturing pace and business viabilitysecondaryGame designer talent and visionary leadership in pinball companiessecondaryOriginal IP vs. licensed IP strategy in game designsecondary

Sentiment

mixed(0.35)— Kaneda is highly bullish on Toy Story and optimistic about pinball's future, but very negative/skeptical toward American Pinball's strategy, Haggis Pinball's execution, Spooky's competitive position, and JJP's strategic direction. Strongly critical of Stern's practices while respecting their competitive superiority. Dismissive toward skeptical community members.

Transcript

groq_whisper · $0.080

A happy May 4th everybody it's Star Wars Day and I don't know about you but I'm going to be honest with you, every time I hear the theme song to Star Wars, I die a little bit inside that Stern Pinball messed up the greatest movie franchise of all time. Steve Ritchie's Star Wars game to this day is such an abomination considering the source material of Star Wars and there's no looking back. But here's the thing, we don't look back on Kaneda's Pinball Podcast because we are at I'm going to talk about our new club members real quick. We're going to talk about the fact that I think AP does not have the license to Sonic Here you may be watching Nex-Pinball. Let's get right to it First I want to thank our new club members, welcome to the Kaneda Club Mr. Jeffrey, Mr. Andrew, Mr. Saigor And I also want to give a shoutout to club member number 400 Mr. Hans Millberger Hans, thank you so much for being number 400 And also a shoutout to Sean McDermitt who keeps bugging me about giving him a shoutout Okay, so let's do this This is episode I don't know, 674 of Kaneda's Pinball Podcast It's the cheapest thing Ed Ed Robertson pays for every month. Let's talk about Sonic Spinball for a minute because this is really the funniest thing. So let's start out this show with talking about IP and how important it is for a pinball company to secure a good license and to secure their IP because that's the most important part. You don't want to tell the world what you're working on until or unless it's a done deal Because what we're seeing right now is this, and this is the brutal honesty of the pinball world, and every boutique company out there needs to realize this. Stern Pinball doesn't want to help you. Stern Pinball doesn't want to support your efforts. Stern Pinball does not want to have competition. Stern Pinball wants to bury the competition. You think Gary Stern, if he hears that someone out there really loves the sonic license and really wants to make their dream theme and they're going to go over to American Pinball, you think Gary Stern isn't on the phone right away to Mr. Jody Dankberg and is like, go get that, right? Look at what happened with Godzilla, right? You had Spooky Pinball go on all their podcasts and say how it was a dream theme and how they were pursuing the license. They basically let Stern know their dream theme they wanted to make. And Stern Pinball was not pursuing the Godzilla title until Spooky Pinball was. And the truth of the story is Chuck and company met with the people at Toho and then Jody Dankberg went in after them and stole it from them. Right? I mean he didn't steal it from them, he just took it from them. Because nobody has a more convincing sales pitch than Stern Pinball, right? Stern Pinball, they're the professionals. They're the ones with the relationships. They're the ones with the money. If you're a license holder and Stern Pinball walks in, how easy is it for them to say, hey, look, we want to make your theme into a pinball machine. We have 50 years experience doing it. Look at all the games we've made. Look at all of the themes we've brought to life. We have the most talented people and we're going to get your game out in a timely manner. It's also so easy for them to say, look, if you go You're not gonna have designers on staff that can make it as good as we can and they can point to stuff like Big Lebowski and Alien and other examples where pretty decent themes went into the hands of the boutique world and they were fumbled right so Stern pinball nobody could be more convincing than stern pinball in a pitch to a license holder you know Jersey Jack pinball is the only other one that could really How to make a pinball in a day? You can go with Stern, which is more of the commoditized version of pinball. You can go with them and make a cheaper version of pinball. Or you can go with us. And they can show them Wizard of Oz. They can show them all the games they've made. They can show them how they take a theme and they bring it to life in a much better way. And then you've got Leonard, who's a billionaire, who knows everybody, who's having dinner with Obama. The guy can get a meeting with anybody. That's what happens when you become a billionaire. Now, Gary Stern is probably worth somewhere between $50 and $100 million. He probably is. But Leonard Abbas, he's got a few thousand million dollars and that gets you more meetings than not. Okay, but now let's ask the question. Why would American Pinball not secure the license to Sonic Spinball before hiring Ryan McQuaid? Does hiring Ryan McQuaid without that license, how does that make any sense whatsoever? And I want to talk about this because I know Ryan and he's a nice guy and I could hear the devil's advocates already saying, well, Chris, Keith Elwin's dream theme might have been Archer. They reskinned it into Iron Maiden and it became Game of the Year, right? All of that stuff is true. But but are we saying that Ryan McQuaid design and his ability to understand pinball is as good as Keith Elwin No You know Keith Elwin is one of the greatest pinball players of all time Ryan is not Ryan simply loves pinball and he loves Sonic the Hedgehog and he put the two together and that why Sonic Spinball has been such a fun project to witness for all of us right It's really fun to get a glimpse into someone's dreams, right? Into their passions, into things that they live, eat and sleep for, right? And so that is what Sonic Spinball has been for many of us. It's been a fan homebrew project and it's been super fun to see what he's been creating. Cochrane deamment-1-2-2, Clemson, Microsoft 125 promo tag on paying 725 government spend Qwant Liren and make sure they secure the license before they hired Ryan. Now the rumor I'm hearing is this. I'm hearing that Stern Pinball has the Sonic license. And Mr. Sharp over at Stern Pinball is the one who secured the license. Now you might be asking, is this another Godzilla play where they just want to get it now and they can make the game down the road? And the answer is yes. You got to remember Stern secured the Godzilla licenseannie logsembly incumbent Sig Nas, Also known as Cusco Las squeeze, De forte,engineór jailbreak, bans unit, Bootsucks de Boteatti, Since older vs 10 years, jacob påاحorth&designers It was very effective way to break your guard so that I say no to Stefan's Whiskolotny Glory c JP I'm a visionary person driving the company and his name is George Gomez. I've always said on this show, if you don't have your George Gomez, you don't have a successful pinball company and I mean that. You need your George Gomez and we're going to ask the question, who is the George Gomez over at Jersey Jack Pinball? Now the truth there is their George Gomez is Pat Lawler and you could argue that Pat Lawler's vision for what JJP needs to do to be successful is a flawed vision. Remember people, it's because of Pat Lawler you got stuff like standard edition of Willy Wonka. Standard edition! It's because of Pat Lawler they're not making widebodies anymore. It's because of Pat Lawler and his desire to see more JJP games out on location that more stuff got yanked out of the games. And I would argue this, that Pat Lawler's vision for JJP was all wrong. The vision for JJP and their pathway to success is not being pinball machines for� The price should reflect it. The toys should reflect it. The materials used should reflect it. The toppers should reflect it. The code should reflect it. Everything about JJP should be like Stern on crack. And that is what people are paying for and that should be the vision. See Pat Lawler wants to go back to the mid 90s. He wants to have his next Adams family. He wants to go out in the world and see his game everywhere and that's not what JJP's vision should be. It should be about every single collector should be buying our games and we should make a limited number of games and charge a lot for them. Hello, they should be more like Rolex and less like Timex. Okay, so what's the vision then for American Pinball? You bring on Ryan McQuaid, you've said you're going to make Barry O's game, you got to make a Dennis Nordman game or two, you're making Riot Pinball's next game, it just doesn't make any sense. hetografice 위치에 직업 진후υ cùng �, Sh dotted sente de Vector In-Depth, Whindersson, Chkeon Detula, Ge-Heopil, Germani Watching-Chun, Why does GameMaker vs. Bitcoin become paypal 3 0000 01- 실� voll 제시 möchten 데이터,hoeofficelic, You've put out an album that goes platinum, right? And that's the thing about pinball is we celebrate moments like, hey, we signed up somebody. Nobody cares. It doesn't matter if you have 18 designers on your roster. Can any of them make a hit game? Can any of them make a game that's going to sell thousands of units? And so that's the question for American pinball is what will we see from Dennis Nordman? Now we know this. We got some news. Dennis Nordman's game is not going to be Sherlock Holmes. I heard it directly from someone working on the game. It is going to be something else. Now, what is it going to be? It's also not going to be Yukon Yeti. So his game is going to be made with Christopher Franchi on artwork. I heard it looks spectacular and it's coming out this fall. So I think this game is everything for AP and I've been saying it for a while because remember, this Dennis Nordman game with Christopher Franchi, On artwork. This is going to establish the vision and the direction of American Pinball. And I'm here to tell you right now that they have an uphill battle to fight. And the reason they have an uphill battle to fight is David Fix's vision is to come out with more original titles than licensed games. And I'm sorry, but that is really hard to do because when this game comes out, it's going to be going out against Toy Story.urable being made in undoubtedly a single contest president setto about how this big nineties property everybody loves is coming I bet it the matrix it coming all these things will be coming and so if you put all these licensed themes together and then you like you know what what about legends of the hollow what about like you can yeti what no no one good license theme is better than five original IP games everybody knows that stern knows it it so crazy to me that stern pinball shows everybody how to do it and then I'm here to tell you the reason why because some of these gentlemen, they are stuck in the 1990s. The only reason people bought those original IP games like Roadshow and Theater of Magic, the only reason operators bought those original IP games from back in the 90s because they were just buying everything Bally Williams put out. I'll take what's next. I'll take what's next. I'll take what's next. But I just don't think a vision of original IPs is going to be very successful. All right. So speaking of on May 4th, Star Wars Day, we have to announce that Damien over at Haggis Pinball game number one, the first fathom mermaid revisited edition has left Haggis Pinball. It was picked up yesterday. It is going to somebody, I think his name is Andrew, it is going to someone in Australia, it is game number one. I know it says game number 30 but that's because owners could pick their numbers. So, what does this mean for Haggis Pinball? Does this mean that production is going? Does this mean we are going to see games every week go out the door? I don't think so. And here's why. And first, I just want to say this, and Zach Manny, I know you're I know you listen to this show. I think you listen to it illegally, Zach, because I'm just going to say this. Zach, you're not a club member officially, and I know you listen, and I'm just here to tell you in front of 494 club members, why aren't you a club member? I know you love Kaneda's Pinball Podcast, but I got to call Zach out here. If you listen to the last pinball show, and it was a good show, Zach talks about the video that Haggis put out, and he goes so soft on it. He doesn't even mention what a staged joke that video was. He doesn't even talk about how nothing in that video shows that this company has production ready. Even Kerry Hardy was like struggling to just call it like he knew he was seeing it. And I'm just here to tell you right now, production over there is like kind of comical. If your manufacturing has begun and you've spent a few weeks ramping up manufacturing, Canada Main Story Scient Wait a minute Ppop The other things that are going to happen here is this. Damien's either going to like make money or he's not, right? There's no in between when you have a company like this. And the way I'm looking at this company right now, and I know I'm being really bearish on this company, but I've just seen this before. I don't think these guys have manufacturing turned on like in the right way. And I know they're hand building each one and the quality is there and everyone's blinded by the quality. But it is easy to make something of high quality and still go out of business because it's not about quality that keeps you in business. It isn't. You've got to get X amount of games out a week to pay your monthly bills. Now look, I don't know what their overhead is. I don't know what it costs to keep Haggis afloat every month. But I do know a year's gone by and only one game has gone out since they announced this game a year ago, April 23rd. Okay. Now, speaking of going out, there's a lot more Pinball Brothers games going out the door these days. If you've been following the PinballBrothers, there are something like 40 Alien LV editions ready to go to America, waiting to be picked up. PinballBrothers is something I don't really talk about. For me, it's just two things. It's the fact that we've seen Alien Pinball now for like seven years, so there's that. I'm just bored of it. It's seven years old. It's starting to look seven years old. And the other part is this. There are still people out there who paid in full for their game who never got one. And those people now can like, I don't know, they get like a 50% discount on a Pinball Brothers version and also like manufacturing for Pinball Brothers, it's really slow. Alright, what else is going on in the pinball world people? Can you feel it? We are just two and a half weeks away, I think, from Toy Story. I think we're going to see the Toy Story reveal May 23rd. And that means come May 23rd, Kaneda's either going to be doing backflips or jumping out the window. For me, this title's going to go one way or the other. It's either going to live up to all of our expectations or I think it's going to be a colossal disappointment. I just don't think there's a middle ground. The thing is this, we know and they know that Jersey Jack Pinball has been working on this game forever. This is like five, six years Pat Lawler has been working on Toy Story. We all know that like some of what was going to be in Toy Story became Willy Wonka. If you don't know that, go listen to some of my older shows. They quickly had to reskin Toy Story into Wonka. But here's the part that I think is ludicrous. I want to read something from one of my listeners. His name is Bond and he's very outspoken on the Patreon page and he writes the following, Chris, more delusional slurping of JJP. G and Toy Story are not big licenses in terms of pinball Let stop right there He thinks that Toy Story and Guns N Roses are not big licenses in pinball Okay well bond Guns N Roses sold 5 games in one year And I just going to say it For people who think Toy Story is for kids and no one going to buy it people they sold 6 Wizard of Oz machines Name me a grown man on planet Earth and I mean this name me a grown man on planet Earth that wakes up and has a social conversation with other grown men about the movie Wizard of Oz Wizard of Oz would arguably on paper be one of the worst themes ever used by the movie Wizard of Oz You can select for pinball and Jersey Jack came out with the machine. It was an amazing world under glass. It was a magical light show in a box and they sold thousands of them and Toy Story is a better theme for the pinball demographic because if you think about the pinball demographic, men 40 to 60, Toy Story came out in 1995. That's way better than Wizard of Oz that came out what like in the 30s or 40s. This thing is going to sell so well. You are going to see Toy Story collector's Editions sold out before the day is over. They are going to sell every one. They can't, as Todd Tuckey said, they can't offer up enough collector's editions of Toy Story. I think they're going to offer a thousand. I think there's going to be a Buzz and Woody edition. I think they're going to be $16,000 each and they're going to be sold out. And people are going to be spending $22,000 to get them. A day later and that is what's going to happen and I get that you're going to have to wait to get your collector's edition. I get that Miracle Playfields are going to be in this game which is highly worrisome but it doesn't matter. It's Toy Story, it's Buzz Lightyear, it's Woody, it's the aliens in the claw machine, it's Pizza Planet, it's To Infinity and Beyond. Toy Story is a franchise and a movie with iconic characters, with fun personality, with jokes, with one liners you remember. Everything about Toy Story is perfect for pinball. Pinball is about having fun, right? So as a human being on planet Earth, how could you possibly watch a Toy Story movie and not enjoy it? How could you watch those characters and not have fun? If you're someone who doesn't enjoy those movies, I really do believe you're somewhat dead inside and pinball is a toy and it's called Toy Story. And I don't know what other way to convince you how well this thing is going to sell because you're just going to see Kaneda sitting back with my feet up smoking a cigar as I get my collector's edition, as my friends get their collector's editions and then you're going to be like, I should have listened to Kaneda. How many of you listened to Kaneda on GNRCE and got one? And every single person that listened to me and grabbed one right away, what did I do for you? I gave you overnight, and I mean this, overnight I handed you $8,000. Because overnight your $12,500 Guns N' Roses became worth $20,000 overnight, just like that. Now the same thing is going to happen here. It doesn't matter what the price is, it doesn't matter. These rich guys in a global economy are not going to care. They're gonna want one. And there are so many people in Australia and Europe and all over the world that love Toy Story. Even if you don't love it from your mama's basement while you're on pin side being angry every night. I know who you are. I know who you are, anti-Toy Story person. You're in your mama's basement, you're on pin side, and everything offends you. And you get thumbs down all week long. And I'm just telling you there's a better life. Just sign off of pin side, go watch Toy Story 1 through 4, and have a good time. Oh, everybody, just to put a bow on this episode, Stern Pinball wants to clobber the competition. If you have a pinball boutique company, you need to secure good licenses if you want to sell more than like a few hundred games. You just do. You know, and Stern will never make the mistake of Rick and Morty again. They made that mistake. Do you think Stern doesn't realize what a mistake they made with Rick and Morty? That they let Rick and Morty be made by Spooky Pinball? And they slept on that. And they're never going to sleep on it. I'm going to be making a video about the left over themes of the pinball jersey. It's true! Like the only thing you can make is stuff Stern doesn't want. And that's the brutal reality of this whole industry. If you want to make something, you're only going to be able to make something Stern doesn't want to make. And it's simply because those are licenses that are either impossible to get or Stern doesn't think they're big enough, right? They don't want to make Halloween or Ultraman. Spooky's had better themes than JJP? No they haven't. No they haven't. Spooky has not had better themes than Jersey Jack Pinball. Jersey Jack's problem, right, and we're going to see Godfather. Here's Jack's problem when we talk about vision. I think Jack's problem is he's stuck in the mindset of when he was a salesperson at Stern, right? He keeps trying to bring out games that sold well at Stern. He sold pirates for Stern so he made pirates. He saw how well Guns N' Roses sold so he hypothes走過 propriet clog brain mort Потом be that out to success. I think the Sopranos sold really well for Stern too and that's why we're going to get Godfather. We shall see what happens. It's a fun time to be in pinball everybody. I thank each and every one of you for being in pinball. I think each and every one of you being a member of the Kaneda club, but we just need six more. I mean it. When we get to 500, I'm going to start to sort of trickle out the infamous or the famous or the sought after unicorn of pinball podcasting number 500, right, episode 500 in which I interviewed people who left Jersey Jack Pinball back in New Jersey. It's really interesting the stuff they said about why this company moved to Chicago. But anyway, everybody, have a great day and in just a couple weeks, the dam is gonna break and we're gonna hear all about Toy Story. I'm not Win Schilling for JJP, I just think this game is gonna be epic and I think it's gonna be the swan song of Pat Lawler and if you're not excited and you're not on a list to get a CE, then you just flushed like six to eight thousand dollars down the toilet, Kaneda out. 3 u
@ ~46:00
Jody Dankberg
person
Roger Sharpeperson
Pat Lawlorperson
George Gomezperson
David Fixperson
Dennis Nordmanperson
Christopher Franchiperson
Damienperson
Leonard Abbasperson
Keith Elwinperson
Kanedaperson
Zach Sharpeperson
Todd Tuckeyperson
Steve Ritchieperson

medium · Kaneda: 'They're going to sell out. I think they're going to offer a thousand... I think they're going to be $16,000 each and they're going to be sold out. And people are going to be spending $22,000 to get them.' Cites GNR selling out overnight with $8,000 overnight gains.

  • ?

    design_philosophy: Kaneda critiques JJP's mid-market positioning under Pat Lawlor; advocates premium-only 'Rolex' strategy vs. mass-market 'Timex' approach

    low · Kaneda: 'Everything about JJP should be like Stern on crack... they should be more like Rolex and less like Timex... The vision for JJP and their pathway to success is not being pinball machines for everyone.'

  • ?

    industry_signal: Core argument that Stern dominates licensing and boutiques can only succeed with strong IP; original IP strategy insufficient against licensed competition

    medium · Kaneda: 'if you put all these licensed themes together... no one good license theme is better than five original IP games everybody knows that stern knows it' and 'the only thing you can make is stuff Stern doesn't want.'

  • ~

    sentiment_shift: Kaneda addresses rising community skepticism about Toy Story appeal; dismisses skeptics as 'dead inside' and urges them off Pinside forums

    high · Kaneda references listener 'Bond' claiming Toy Story is not a big license; Kaneda counters with franchise strength and demographic fit, criticizes skeptics for living in basements on Pinside.

  • ?

    game_intel: Pinball Brothers has ~40 Alien LV editions awaiting pickup; Kaneda notes manufacturing remains slow and some original buyers still unfulfilled

    high · Kaneda: 'there are something like 40 Alien LV editions ready to go to America, waiting to be picked up... There are still people out there who paid in full for their game who never got one.'

  • ?

    regulatory_signal: Stern allegedly treats licensing as blocking mechanism; rumors of Sonic acquisition suggest pre-emptive strategy to prevent competitor access

    low · Kaneda speculates: 'You got to remember Stern secured the Godzilla license. It was a very effective way to break your guard so that you say no to Stern's vision' and suggests Sonic may follow same pattern.

  • ?

    product_strategy: JJP expected to heavily limit Toy Story collector's editions; Kaneda predicts scarcity-driven demand and premium secondary pricing

    medium · Kaneda: 'I think they're going to offer a thousand... and they're going to be sold out... and people are going to be spending $22,000... You are going to see Toy Story collector's editions sold out before the day is over.'