claude-haiku-4-5-20251001 · $0.035
Stern backlogs dominate discussion as industry production delays and design issues plague new releases.
Stern has an estimated backorder of 10,000+ units due to COVID-related supply chain and production delays
medium confidence · Craig Bobby correspondent segment; described as 'speculation' and 'estimates' from forums and chats
Stern cancelled the second Cornerstone release (April/May 2022) to focus on production of backorders for approximately three months
high confidence · Hosts confirm Stern announced this to distribution network; Craig Bobby correspondent segment
Three months of Rush production may only eliminate 10-15% of Stern's total backorder amount
medium confidence · Dennis states someone told him this; speculative analysis
Rush Premium and Pro machines ordered now can expect delivery into 2023
high confidence · Craig Bobby correspondent segment reports distributors quoting delivery 'well into 2023'
Jersey Jack Pinball has obtained an anime license that may or may not become a future game
high confidence · Ken Rudberg correspondent segment; described as first anime license in pinball industry
Rush scoops have gone through at least three design iterations due to durability issues where protectors crush and cause playfield damage
high confidence · Jason Knapp details from personal knowledge; mentions scoops crush like old McDonald's ashtrays, requiring removal and mylar protection
Jason Knapp's NAP Arcade website receives over 15,000 visits per month
high confidence · Jason directly states 'I think it's over 15,000 views or visits a month'
American Pinball was nominated for AAMA Manufacturer of the Year
high confidence · Kaz correspondent segment; Stephen Bowden confirmed this nomination
Rumors suggest Keith Elwin's next Stern game is Back to the Future
medium confidence · Craig Bobby correspondent segment describes this as rumor; notes Keith is 'very hush hush' about next game
“Stern once again almost defies what's possible by showing literally hundreds of Rush Premium Edition machines being assembled and put into boxes on a recent Instagram and YouTube video post taken from their enormous production facility just outside of Chicago.”
Craig Bobby @ ~12:00 — Illustrates scale of Rush production push to address backorders despite other delays
“The scoops were made out of like recycled McDonald's ashtrays that would just crush instantly.”
Jason Knapp @ ~35:00 — Colorful description of Rush scoop durability failure; becomes running joke about design quality
“One category that has yet to be exploited by any of the manufacturers is anime, the hugely popular animation style out of Japan... Jersey Jack Pinball has obtained an anime license, which it may or may not turn into a game in the future.”
Ken Rudberg @ ~18:30 — First industry confirmation of JJP anime license; describes $50B global market opportunity
“If you were to order a rush right now that it came out in 2023 and then a new revised fourth version of the scoop came out sometime in 2024.”
Jason Knapp @ ~36:00 — Speculates on multi-year scoop iteration cycle, indicating fundamental design problem
“I would at least suggest the Mylar, if not send someone just a square of it. I mean, how much would it cost them? Like $10 to send someone a square of Mylar?”
Dennis Creasel @ ~38:00 — Criticism of Stern's lack of proactive customer support for known hardware issue
“The global anime market is projected to reach close to $50 billion by 2030.”
Ken Rudberg @ ~18:45 — Market opportunity justification for JJP's anime licensing strategy
“They're going to want to have something... I could see maybe doing one more this year and then doing a later to start 2023.”
Jason Knapp @ ~22:00 — Speculation about Stern's future release cadence and strategy to avoid appearance of stalled pipeline
business_signal: Stern's estimated 10,000+ unit backorder and decision to cancel Cornerstone 2 indicates severe production bottleneck; three months of focused production may only reduce backlog by 10-15%
high · Craig Bobby reports 10,000+ speculation; Jason Knapp cites third-party information suggesting three-month production sprint addresses only 10-15% of backlog
business_signal: American Pinball nominated for AAMA Manufacturer of the Year, indicating industry recognition despite boutique size
high · Kaz correspondent segment reports nomination; Stephen Bowden confirmed details
community_signal: NAP Arcade's Jason Knapp growing media presence with 15,000+ monthly website visits and recent podcast appearances, demonstrating market for arcade/pinball content
high · Jason confirms site receives 'over 15,000 views or visits a month'; mentions recent Slam Tilt podcast appearance
design_philosophy: Rush scoop design fundamentally flawed in execution; comparison to Data East machines suggests playfield damage aesthetic becomes unavoidable
high · Jason states removing scoops 'chewing up the play field it was just taking ripping big chunks out of' and comparison 'gonna look like a data east'
licensing_signal: Jersey Jack Pinball obtained anime license, positioning company for first anime pinball game in industry; $50B global anime market represents untapped opportunity for manufacturers
high · Ken Rudberg correspondent segment confirms anime license acquisition; cites projected $50B market size by 2030
groq_whisper · $0.278
Jason Knapp ordered a Deadpool Pro in March 2021 and is still awaiting delivery; price increased $900 by January 2022
high confidence · Jason confirms order timing and price increase directly in conversation
“I placed your order in 2021 as of January of this year its price went up to godzilla's price and that's not your fault.”
Dennis Creasel @ ~32:00 — Highlights pricing inequity for early pre-orders when prices increase between order and delivery
market_signal: Pricing for new games continues to increase; Jason Knapp notes $900 price increase on Deadpool between order and January 2022; describes looking at secondary market prices as personally depressing
high · Jason Knapp directly states price increases and emotional impact of tracking market; mentions pricing 'got out of control'
product_strategy: Jason Knapp's Deadpool Pro ordered March 2021 still not delivered 14+ months later; second production run experiencing delays similar to first run
high · Jason confirms March 2021 order date and ongoing wait; price increased $900 by January 2022
product_concern: Rush scoop protector design failed in field, requiring at least three design iterations; crushes easily and damages playfield when removed
high · Jason Knapp detailed explanation of scoop failures; metaphor comparing to crushed McDonald's ashtrays; mentions balls getting stuck and playfield damage similar to Data East machines
rumor_hype: Keith Elwin's next Stern game rumored to be Back to the Future; described as both dream theme and imminent project
medium · Craig Bobby notes Keith is 'very hush hush' but shares this as rumor; qualifier 'if not already' suggests timing uncertain
business_signal: Stern likely to maintain release cadence with Cornerstone 3 in August rather than skip entirely; may reorder game schedule if stronger theme available
medium · Jason Knapp and Dennis discuss possibility of reordering game pipeline to capitalize on popular licenses, suggesting August target