claude-haiku-4-5-20251001 · $0.037
Lyman Sheets partners with CGC on Cactus Canyon enhanced code; Raw Thrills connection raises questions.
Lyman Sheets and Josh Sharp contracted by Chicago Gaming Company to develop enhanced software for Cactus Canyon Remake
high confidence · Official CGC press release read aloud by host; Matt Morrison correspondence confirmed
Lyman Sheets now working at Raw Thrills Play Mechanics (according to Matt Morrison's source)
medium confidence · Matt Morrison correspondence states 'I have a source that is telling me that this Josh Sharp-Lyman combo goes a little deeper, and that these two are now working together at Raw Thrills'
Enhanced Cactus Canyon code will be a paid upgrade package released after initial game release
high confidence · Host states: 'I am hearing personally, listener, that the enhanced code that they're working on is actually going to come later after the release of Cactus Canyon Remake. This is going to be a paid package upgrade.'
Stern has 6,000-10,000 units on back order, representing $30-50 million in orders
high confidence · Craig Bobby Stern correspondent: 'with back orders at the factory estimated to be anywhere from 6,000 to 10,000 units, or upwards of $30 to $50 million in orders'
Most non-LE/non-operator Stern buyers will wait minimum 6 months for delivery
medium confidence · Craig Bobby Stern correspondent estimate: 'My estimate is that most non-LE and non-operator buyers will be waiting a minimum of six months for the title of their choice.'
CGC's next game will release with no Pro/Classic model, only Special Edition and Limited Edition
medium confidence · Host: 'we also know, listener, that CGC is going to come out with no classic model. This is just coming out with a special edition and a limited edition model.'
American Pinball Game 4 ramping to full production with reveal likely at Pinball Expo
medium confidence · Brian Kosner correspondent: 'a source informed me that Game 4 is currently on the line as they are ramping up to full production very soon. I don't have an official confirmation on the reveal date, but I would guess it would be sometime right around Pinball Expo'
“Lyman Sheets and Josh Sharp have been contracted to develop new and enhanced software for Cactus Canyon Remake.”
CGC press release (read by host) @ ~06:30 — Official announcement of major partnership; sets tone for episode's primary news
“I have a source that is telling me that this Josh Sharp-Lyman combo goes a little deeper, and that these two are now working together at Raw Thrills.”
Matt Morrison (TPS Correspondent) @ ~07:00 — Breaking rumor about Lyman's employment at Raw Thrills; raises speculation about Raw Thrills' competitive gaming strategy
“So Lyman left Stern for Raw Thrills? Did Lyman give up on Pinball? Is Raw Thrills getting into the Pinball game?”
Matt Morrison @ ~07:15 — Summarizes key questions from the Raw Thrills rumor; frames mystery around Lyman's next move
“I am hearing personally, listener, that the enhanced code that they're working on is actually going to come later after the release of Cactus Canyon Remake. This is going to be a paid package upgrade.”
Zach Minney (Host) @ ~12:00 — Reveals the 2.0-style code upgrade model for CGC; confirms paid upgrade strategy
“why did you just not scrap the original code or just give us this and you could have done in menu settings go to the original unfinished cactus canyon code if you wanted to be nostalgic about it?”
Greg Bone @ ~15:30 — Articulates community concern about releasing unfinished code then charging for enhanced version
“It's the first time that this is really going on... You didn't have somebody with the caliber of Lyman Sheets developing it for this older game and it being brought out, like you said, by a manufacturer. I think that that's a game changer.”
Greg Bone @ ~20:00 — Positions Lyman's involvement as industry-first for manufacturer-backed enhanced code on remake
“with back orders at the factory estimated to be anywhere from 6,000 to 10,000 units, or upwards of $30 to $50 million in orders”
Craig Bobby (Stern Correspondent) — Quantifies Stern's production crisis; illustrates massive demand and delivery backlog
business_signal: Paid code upgrade announcement at release time raises community criticism; hosts debate whether announcing premium code package before game ships will encourage day-one purchases or deter buyers pending pricing reveal
high · Greg Bone: 'why did you just not scrap the original code or just give us this... Why announce this now instead of later?' Host: 'announcing this now instead of announcing it whenever that upgraded code package is available will increase the likelihood that people purchase this game day one'
event_signal: Pinball Expo 2026 positioned as major announcement venue for CGC Cactus Canyon enhanced code debut and American Pinball Game 4 reveal
medium · Brian Kosner: 'I would guess it would be sometime right around Pinball Expo in Chicago in just a few weeks' and host: 'hopefully we all get to play and experience the new code at Pinball Expo'
market_signal: Raw Thrills' potential competitive gaming strategy: hiring Lyman Sheets and Josh Sharp (IFPA president) to develop rule sets and deep code for arcade games similar to Big Buck Hunter championship model
low · Host speculation: 'What are we going to do to bring Halo and different Raw Thrill games in the future to be like that Big Buck Hunter where we have strategy and we have depth so that we have precision to use for competition-based stuff?'
licensing_signal: Josh Sharp's involvement suggests potential licensing/IP strategy for Raw Thrills arcade games; hosts speculate about competitive depth similar to Big Buck Hunter championship model
low · Host: 'We know that Josh Sharp is big into, he's the president of IFPA, competition... What are we going to do to bring Halo and different Raw Thrill games in the future to be like that Big Buck Hunter'
groq_whisper · $0.263
Mandalorian .98 code includes new challenge mode and bug fixes
high confidence · Craig Bobby: 'Stern has dropped new .98 code... This code also contains additional polish, game enhancements, and bug fixes.'
Jersey Jack running Willy Wonka small run during holidays while Guns N' Roses production continues
high confidence · Ken Rudberg Jersey Jack correspondent: 'Jersey Jack has also announced a, quote, small run of Willy Wonka's on its second line just in time for the holidays.'
Godzilla Pro operators' first run delayed by one week
high confidence · Craig Bobby: 'the first run of Godzilla Pros slated for operators being delayed by a week'
“We bring in Lyman Sheets. Well, you've got to point, as much as what I say that it's different, and it is different. That was beautiful, wasn't it, Greg?”
Zach Minney @ ~28:00 — Connects Lyman's potential role at Raw Thrills to competition-focused game development strategy
market_signal: Production delays and pricing pressures cascading across industry; CGC expected to raise prices on next release due to parts, manufacturing, and labor costs; LE pricing strategy shifting to accommodate without Pro tier
medium · Host: 'And we're already guessing that the pricing on the next CGC game is going to be going up as well. It has to... lack of labor, is going to stay at their current price point.'
community_signal: Lyman Sheets' involvement with CGC suggests his expertise being leveraged to elevate Cactus Canyon from niche title to major release; hosts debate whether updated code is sufficient to drive demand for remake
high · Greg Bone: 'I think that they may have found that way to sell those games' and 'you take something with a modern rule set that Lyman can bring to it. It's honestly going to be kind of an evolution in pinball'
personnel_signal: Lyman Sheets reportedly moving from Stern to Raw Thrills (via unconfirmed source); represents significant talent migration from pinball to broader arcade manufacturer
medium · Matt Morrison: 'I have a source that is telling me that this Josh Sharp-Lyman combo goes a little deeper, and that these two are now working together at Raw Thrills'
product_strategy: CGC announcing Cactus Canyon Remake with SE/LE tiers only (no Pro/Classic model); represents shift in tiering strategy and may impact pricing structure
medium · Host: 'we also know, listener, that CGC is going to come out with no classic model. This is just coming out with a special edition and a limited edition model. That changes things up, too.'
product_strategy: CGC implementing 2.0-style paid code upgrade model for newly released Cactus Canyon Remake; follows pattern set by Haggis Pinball with Fathom 2.0 and Dutch Pinball Bride of Pinbot
high · Host: 'I am hearing personally, listener, that the enhanced code that they're working on is actually going to come later after the release of Cactus Canyon Remake. This is going to be a paid package upgrade.'
supply_chain_signal: Stern facing unprecedented production crisis with 6-10k unit backorder representing $30-50M in revenue; minimum 6-month wait for most buyers; labor shortages and supply chain constraints cited as primary factors
high · Craig Bobby: 'with back orders at the factory estimated to be anywhere from 6,000 to 10,000 units, or upwards of $30 to $50 million in orders' and 'My estimate is that most non-LE and non-operator buyers will be waiting a minimum of six months'