claude-haiku-4-5-20251001 · $0.032
Pinball industry talk: Predator crisis, Elwin rumors, Kong flops, Evil Dead thrives.
Pinball Brothers announced only 150 Predator units with production ceasing in December and price dropped to $12,000
high confidence · Host (Don) states this as announced news from Pinball Brothers
Kong Ellie LE failed to sell out and is available at MSRP (~$10K), with a used unit already selling for $10,300 on Pinside
high confidence · Host directly observes the market performance and secondary market data
Evil Dead was priced at $10,000 and now resells for $15,000-$17,000
high confidence · Host states this from personal observation of market prices
Jersey Jack Pinball has released games every 10 months in recent years (Elton John, Avatar, Harry Potter within 12 months)
high confidence · Host states production timeline, corroborated by chat mention of 40-50 units per week production
Harry Potter CE production numbers already exceed 2,000 units and production has not been cut off
medium confidence · Host speculates based on market observation that if they hadn't cut production, CE sales must be strong
Pinball Brothers rejected Don's request to tour their facilities in Milan and Sweden around 2021-2022
high confidence · Host recounts direct communication from Pinball Brothers telling him 'We don't know what you're even asking us. Don't email us again'
Pinball Brothers' previous games (Queen, ABBA) did not sell well
medium confidence · Host states Queen was 'not a great seller' and ABBA was 'terrible'
Stern's Star Wars Costco home edition will be successful based on market demand
medium confidence · Host predicts success based on Jurassic Park Costco precedent and Costco's profit-driven strategy
Elwin (game designer) is rumored to be joining either Jersey Jack, Pinball Brothers, or Barrels of Fun; some speculation he could be sole creative director of Pinball Brothers
“I still don't know what's going on with Pinball Brothers... production will cease in December and there's only 150... I don't know if that means there's only going to be 150 more of these or like 150 total.”
Don (host)@ 2:45 — Articulates the core uncertainty around Predator production announcement
“They dropped the price to 12,000... still too high... nobody's played this thing. Like nobody's been able to play and stream and like talk about this game.”
Don (host)@ 10:08 — Core criticism of Pinball Brothers' marketing failure for Predator
“Evil Dead was 10K. I will shout that till the end, man. 10K for a game completely loaded now worth 15 to 17. I've seen them going for 17.”
Don (host)@ 15:07 — Establishes Evil Dead as market success story for comparison
“Elwin is the missing mythical pinball brother. I got to tighten my tin foil hat. Can you imagine?”
Don (host)@ 18:04 — Speculates on wild conspiracy theory about Elwin joining Pinball Brothers as creative director
“If you walk up like most humans would do, put money in the machine thinking 'Okay, now I can pick to play Funhouse or Funhouse 2,' that's not going to work... Horrible. Horrible.”
Don (host)@ 18:41 — Criticizes Pinball Brothers' Funhouse code usability problems
“Harry Potter, right? Even in the face of the lack of FOMO due to an unlimited run... it still ain't cut off production. CE numbers well over 2,000 already.”
Don (host)@ 24:46 — Analyzes Harry Potter's continued sales strength despite no production limit
product_strategy: Pinball Brothers cuts Predator production to 150 units, ends production December, reduces price to $12,000 (from ~$12K+ announced) despite game not being in market yet
high · Host states 'they dropped the price to 12,000... production will cease in December and there's only 150'
market_signal: Kong Ellie LE fails to sell out at MSRP, contradicting expected FOMO behavior; secondary market shows slow absorption with used units at $10,300
high · Host: 'Kong Ellie did not sell out, is not going for $15,000. Available everywhere MSRP... New inbox Kong Ellie on pins just sold $10,300'
sentiment_shift: Pinball Brothers losing community trust through lack of transparency, poor communication, and unresponsiveness to industry figures
high · Host recounts being told 'Don't email us again' and notes months of delays adding distributors to website
personnel_signal: Unverified rumors circulating about prominent Stern designer Elwin potentially joining Jersey Jack, Pinball Brothers, or Barrels of Fun; sourced from Australian distributor and community speculation
low · Host: 'So I heard there was an Australian poster on Facebook, distributor over there, Mr. Pinball Australia, claiming that Elwin is going to Barrels of Fun'
competitive_signal: Evil Dead and Harry Potter competing for game of the year recognition; Evil Dead gaining traction despite Harry Potter's strong sales and premium positioning
high · Host asserts Evil Dead beats Harry Potter on 7 out of 10 quality categories despite Harry Potter's continued strong sales
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low confidence · Host engages in extensive speculation with tinfoil hat commentary about Elwin leaving Stern
No pinball machine will ever feature Arnold Schwarzenegger due to licensing costs and restrictions
medium confidence · Host asserts this as industry reality based on economics
“I think if you were to take 10 different categories... Evil Dead vested it on at least seven out of 10 of those, which is just phenomenal, man.”
Don (host)@ 29:38 — Compares Evil Dead favorably to Harry Potter across multiple dimensions
“Spooky Luke's here. Hey, you're late.”
Don (host)@ 26:54 — Spooky Luke joins the livestream conversation
product_concern: Funhouse remaster by Pinball Brothers exhibits poor code design (credits don't carry over between game modes) and questionable build quality compared to original
high · Host: 'If you coin up for original Funhouse and then you reset the thing to switch to the other one, your credits are gone... Horrible'
manufacturing_signal: Jersey Jack Pinball estimated at 40-50 units per week production capacity; better setup than American Pinball but significantly less than Stern
medium · Chat participant states '40 to 50 production per week at JJP'; host confirms factory visit and assembly line efficiency
collector_signal: Evil Dead premium demand continues to drive secondary market prices up to $17K despite being originally $10K; Kong Ellie struggles to hold MSRP value
high · Host: 'Evil Dead was 10K... now worth 15 to 17. I've seen them going for 17' vs Kong Ellie failing to sell out
machine_intel: Predator game has not been made publicly playable despite being announced; no units available for streaming or demo at shows; production status unclear
high · Host: 'still nobody's played this thing. Like nobody's been able to play and stream and like talk about this game'
business_signal: Host questions how Pinball Brothers remains solvent given poor sales of Queen and ABBA, cutting Predator production, and recent price cuts
medium · Host: 'I mean, in the last year, year and a half... they had Queen, not a great seller. ABBA, terrible. So my question is, how are they still a company'
industry_signal: Chat speculation about possible merger or consolidation involving Hagrus, Deeproot, Home Pin, Pinball Brothers with Elwin as creative director
low · Host acknowledges chat suggestion: 'Haggus, Deeproot, Home Pin, and Pinball Brothers are merging a super pinball company with Keith Ellen as creative director'
content_signal: JBS conducting interviews with P3/Multimorphic team for The JBL Show; industry discussion of staffing and personnel moves becoming podcast content
medium · Host: 'JBL's been killing it with the podcasts on the JBL show... he gets staffing too so he gets it'