claude-haiku-4-5-20251001 · $0.040
Jersey Jack's Toy Story 4 launch dominates; $30M first-day sales, Stern leaks Bored Ape game, new features and hires announced.
Toy Story 4 was originally intended to be for the first three Toy Story movies, but the license was eventually renegotiated to be specifically for Toy Story 4.
medium confidence · Martin Hebb speculates that the license was signed before Toy Story 4 came out, but was later modified to the fourth film specifically; states he has 'no evidence for it but been told it a few times.'
The original Toy Story design was delayed and modified into Willy Wonka before being replaced with the current Pat Lawlor Toy Story 4 design.
low confidence · Martin Hebb: 'I've been told it a few times that the original design for Toy Story because the game was delayed that ended up being modified into Willy Wonka...' but acknowledges having 'no evidence for it.'
Toy Story 4 generated $30 million in orders on the first day of announcement (June 14, 2022).
high confidence · Martin received text from 'Jeff' (presumed distributor) indicating 'the company received orders for over $30 million worth of Toy Story games.'
All 1,000 Toy Story 4 Collector's Edition machines sold out almost immediately upon announcement.
high confidence · Jonathan and Martin confirm CE units 'sold out almost immediately upon announcement' on June 14; 900 allocated to distributors, 100 direct sales through Jersey Jack website.
Jersey Jack had pre-produced approximately 400 Toy Story 4 Limited Edition units ready to ship at announcement, with machines appearing in locations the same day or next day.
high confidence · Jonathan: 'there was a large number of limited edition machines pre-made and shipped or about to ship to distributors'; machines appeared at Entertainium in Illinois 'either the same day or the next day.'
Escape from the Megaverse is a Stern game made for Replay Labs in Tampa, Florida, featuring a Bored Ape Yacht Club theme.
medium confidence · Martin found information stating 'it was made by Stern but for replay labs in Tampa and Florida' with full LCD display and Bored Apes/mutants/dogs theme.
Escape from the Megaverse uses the same playfield layout as Spider-Man Home Edition, Star Wars Pin Model Supreme, Heavy Metal, and appears to be the fifth iteration of that layout.
“there is only a collector's edition, which will be limited to 1,000 machines, and there is a limited edition, which is limited to 5,000 machines. So there is no standard edition at all”
Jonathan Houston @ early segment — Key differentiator for Toy Story 4 pricing/scarcity strategy—Jersey Jack abandoning their traditional three-tier model for this release.
“$15,000 for the 1,000 collectors of edition machines...and $12,000 [for limited edition]”
Martin Hebb @ Toy Story 4 pricing section — Confirms record-high pricing for Jersey Jack, pushing premium tier boundaries.
“if they would make or build 50 games a week, that's 100 weeks of orders if all sold. So that's basically two years”
Martin Hebb @ production capacity analysis — Signals potential bottleneck if Jersey Jack attempts to fulfill all 5,000 LE orders, with implications for competing manufacturers' release schedules.
“Toy Story 4 is a success as well...with $30 million worth of sales on day one”
Jonathan Houston @ sales assessment — Establishes immediate market validation for premium pricing and scarcity model.
“the audio company...the main theme is mostly playing all the time and the sound effect sounds like a slot machine”
Jonathan Houston @ Toy Story 4 audio feedback section — Identifies community criticism of outsourced audio work; notes potential for software-only remediation.
“it appears to be a prototype to generate interest and see how many people would be interested in buying such a game, which sort of is similar to the heavy metal game, where you're basically testing the water”
Martin Hebb @ Escape from the Megaverse section — Indicates Stern's approach to NFT/Web3-adjacent themes as market-testing initiatives rather than committed releases.
“if it is to become available, it's not going to be cheap”
Martin Hebb @ Escape from the Megaverse pricing speculation — Community expectation-setting for limited/bespoke project pricing in the boutique pinball market.
business_signal: If Jersey Jack produces Toy Story 4 at 50 units/week, fulfilling 5,000 LE orders would take ~100 weeks (2 years), creating potential scheduling conflicts with other manufacturers' releases and suggesting competing games may launch earlier than expected.
medium · Martin: 'if they would make or build 50 games a week, that's 100 weeks of orders if all sold. So that's basically two years.'
event_signal: Bored Ape Yacht Club held Apefest (4-day event, ~June 20) and earlier launch party (June 20) to showcase Escape from the Megaverse prototype with NFC dispenser functionality, indicating Web3 community interest in physical pinball experiences.
medium · Martin: 'special launch party which I think was June the 20th...at a bar in New York...couple of days later the game was also available...at Apefest'; 'contains an NFC dispenser.'
community_signal: Stern conducting active seminars at Pinball Expo events (Pintastic New England) with leadership (Gary Stern, Steve Ritchie) and industry figures, demonstrating commitment to operator/enthusiast education.
high · Jonathan: 'Jack and Steve were at the Pintastic show...held a very good seminar'; mentioned Rogers Sharp and Dave Fix participation.
design_philosophy: Community criticism of Toy Story 4's audio design (Unlock Audio outsource) with main theme repetition and slot-machine-like sound effects; Jonathan speculates on potential software-only audio package improvements.
medium · Jonathan: 'main theme is mostly playing all the time and the sound effect sounds like a slot machine...could easily be adjusted in software.'
groq_whisper · $0.215
medium confidence · Martin: 'it appears to be a re-theme of the layout that we have seen on previous games such as the Spider-Man Home Edition the Star Wars pin model Supreme and then there was the Heavy Metal game so this appears to be the fifth iteration of that layout.'
Toy Story 4 uses audio by Unlock Audio (a video game audio company), not by David Thiel or Chris Granham.
high confidence · Jonathan: 'the sounds are not by anyone that we're familiar with from the industry so far it's not a David Teel job and it's not Chris Granham or anything like that it's done by a company called Unlock Audio who produce a lot of audio for video games.'
Toy Story 4 Collector's Edition includes additional Bo Peep character call-outs not available in the Limited Edition.
high confidence · Jonathan: 'There were additional call-outs by the Bo Peep character for the collector's edition, which are not available in the limited edition.'
Toy Story 4 version 1.04 released without WiFi update capability; WiFi updates were added in version 1.05 via a firmware update.
high confidence · Jonathan: 'if you did get one of the very first release games on version I think 104 then that did not include the ability to update the game over WiFi so your very first update has to be done with a USB stick.'
“it's a pain to navigate around the screen...it would be much better if you could just plug a keyboard in to be honest”
Jonathan Houston @ Insider Connected setup UX feedback — Identifies usability friction in Insider Connected onboarding that impacts adoption despite functional success.
“once I put it in, it seemed to connect fine...it's been a nice feature, I think, for the weekend”
Jonathan Houston @ Insider Connected evaluation — Balanced assessment: technology works post-setup, but onboarding barriers reduce accessibility.
“it's an interesting development to see that Stern is actually trying to get back into bowling alleys”
Martin Hebb @ Stern Bowling Expo attendance — Signals potential market expansion/diversification beyond arcade/location operators into bowling venues.
licensing_signal: Jersey Jack did not print physical Toy Story 4 flyers (like Guns N' Roses before it), requiring Dutch Pinball Association to commission custom A4 adaptation through art director Jean-Paul DeWin for magazine inclusion.
high · Jonathan: 'Jersey Jack didn't print any of them...Dutch Pinball Association has decided to include a Toy Story 4 flyer...Jean-Paul DeWin...adapted the original design.'
market_signal: Jersey Jack Toy Story 4 generated $30 million in orders on day one, with all 1,000 Collector's Edition units selling out immediately and pre-production of 400 LE units suggesting confident demand forecasting.
high · Martin Hebb: 'company received orders for over $30 million worth of Toy Story games' on first day; Jonathan: CEs 'sold out almost immediately.'
personnel_signal: Stern Pinball hired three people: Rebecca Hinsdale (Customer Service/Sales), Taylor Bancroft (Insider Connect technical producer), and Alexa Sievert (Logistics Manager), indicating organizational expansion and infrastructure development.
high · Jonathan and Martin announce hires; note their prior affiliations with Chicago Bells and Chimes Pinball and Namco Bandai experience.
market_signal: Jersey Jack continues aggressive premium pricing ($15,000 CE / $12,000 LE) and abandons traditional three-tier model (no Pro edition) for Toy Story 4, signaling confidence in high-end market and scarcity-driven positioning.
high · Jonathan: 'only a collector's edition...and limited edition...no standard edition at all'; Martin confirms pricing at $15k and $12k.
product_strategy: Stern appears to be testing NFT/Web3 market viability through Escape from the Megaverse prototype, similar to earlier Heavy Metal probe, before committing to full production.
medium · Martin: 'appears to be a prototype to generate interest...similar to the heavy metal game, where you're basically testing the water.'
product_concern: Toy Story 4 released with near-complete code (v1.04) and pre-produced inventory ready to ship immediately, reflecting Jersey Jack's stated philosophy of shipping production-ready games with full feature sets.
high · Jonathan: 'almost complete code'; 'fully functioning, fully featured game when it was announced, with 400 or so units in stock, ready to ship.'
business_signal: Stern pivoting to bowling alley market participation (Bowling Expo booth via Moss Distributing) after historically declining arcade/bowling presence, suggesting diversification of location-based revenue streams.
medium · Martin: 'pinball machines especially in America used to be frequently found in bowling alleys...it's an interesting development to see that Stern is actually trying to get back into bowling.'
technology_signal: Stern expanding Insider Connected platform with location-based leaderboards, worldwide leaderboards, and QR-code setup—representing significant infrastructure investment in digital/cloud-connected pinball ecosystem.
high · Jonathan: 'added leaderboard functionality to all professional accounts'; 'very first of the worldwide leaderboards' launched on Godzilla; multiple UX features described.