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Episode 976: "Around the Rumor Mill"

Kaneda's Pinball Podcast (Patreon feed)·podcast_episode·26m 23s·analyzed·Jul 15, 2024
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Analysis

claude-haiku-4-5-20251001 · $0.035

TL;DR

Kaneda surveys rumored/upcoming pinball titles and warns of market oversaturation and pricing crisis ahead.

Summary

Kaneda discusses the pinball industry's crowded pipeline of upcoming releases across major manufacturers (Stern, Jersey Jack, Spooky, Dutch Pinball, Barrels of Fun) scheduled for Q3-Q4 2024. He analyzes rumors about upcoming games (Godzilla 60th, Dungeons & Dragons, King Kong, Alice in Wonderland variants), criticizes design and marketing choices by several companies, expresses concern about market saturation and pricing pressure, and argues the industry has too many designers and too many games competing for limited collector capital.

Key Claims

  • Godzilla 60th edition will be code-complete and available in a couple weeks, with George Gomez stating Stern will make the game for years (no FOMO)

    high confidence · Kaneda, citing direct conversation with George Gomez

  • Brian Eddy is working with Dwight Sullivan on Dungeons & Dragons; Kaneda predicts it will 'flop' due to weak nostalgic appeal

    medium confidence · Kaneda, rumor mill / speculation on theme appeal

  • Recent Stern machines (Foo Fighters, Jaws, John Wick) feel 'empty' creatively compared to Godzilla; quality from the new factory has been poor

    medium confidence · Kaneda, subjective critical assessment

  • Jersey Jack's last three launches (Toy Story 4, The Godfather, Elton John) were 'dead on arrival' with poor secondary market performance

    high confidence · Kaneda, industry observation

  • Spooky Pinball's next game is confirmed NOT Beetlejuice (despite Beetlejuice 2 movie timing); rumors include Evil Dead, Goonies, Sonic

    high confidence · Kaneda, direct contact with Spooky (Luke)

  • Barrels of Fun's next game will likely be nostalgic 1980s theme, arriving around Texas Pinball Festival 2025 (March)

    medium confidence · Kaneda, rumor mill / speculation based on company direction

  • Dutch Pinball's Alice in Wonderland CE (500 units at ~$14K) will test market appetite; Kaneda questions if 500 units is too high

    high confidence · Kaneda, market analysis and pricing concern

  • Industry needs price reductions (~20%) due to stacking collector obligations (CE + LE titles competing in Sept-Dec 2024)

    medium confidence · Kaneda, economic analysis and opinion

  • Spooky released dual games (Halloween/Ultraman, Texas Chainsaw/Looney Tunes) that split software teams, delaying code updates

    medium confidence · Kaneda, industry observation

Notable Quotes

  • “X-Men: A phenomenal show. It's absolutely incredible... I don't want games that are empty and let's face it people, Foo Fighters is pretty much empty.”

    Kaneda @ ~11:00 — Sets quality standard critique for recent Stern releases; positions X-Men as exception

  • “I think Dungeons & Dragons, I don't care what they do, it's going to flop. Like, it's just not a theme that people want.”

    Kaneda @ ~13:30 — Strong prediction of D&D commercial failure; reveals skepticism about nostalgic theme appeal

  • “They always get it wrong. They always get it wrong. So then what is it going to be from Spooky Pinball?”

    Kaneda @ ~30:00 — Frustrated commentary on industry's failure to sync game releases with IP cultural moments (Beetlejuice 2)

  • “If this game comes out and it doesn't sell out almost instantly, then you know how much the pinball market has changed.”

    Kaneda @ ~42:00 — Uses Dutch Pinball Alice in Wonderland as market barometer for collector appetite

  • “There is such a thing as karma... those people that got burned, they were not made whole... it's not just the money. Where he burned people was their time and their effort.”

    Kaneda @ ~45:00 — Commentary on John Papadiuk Jr. legacy and collector trust; justifies skepticism toward new Papadiuk-derived projects

  • “You either bring the heat, you bring the magic, or you're not going to get more than like five, six hundred units sold.”

    Kaneda @ ~35:00 — Sets expectation threshold for boutique manufacturer success in crowded market

  • “We're all going broke. We're all going broke here buying all these games, losing all this money.”

    Kaneda @ ~39:00 — Collector financial strain; frames market saturation as affordability crisis

  • “Someone gonna have to be like look we gonna roll prices back down a little bit like a 20 percent reduction in cost.”

Entities

KanedapersonGeorge GomezpersonBrian EddypersonDwight SullivanpersonKeith ElwinpersonJack DangerpersonEric Minierperson

Signals

  • ?

    product_launch: Major concentration of game releases scheduled for Q3-Q4 2024 (Sept-Dec) from Stern, Jersey Jack, Spooky, Dutch Pinball, American Pinball, and boutique makers simultaneously

    high · Kaneda: 'in September we're going to see a new game from Stern and Jersey Jack... thousands of games that are going to be manufactured sometime between September and December'

  • $

    market_signal: Collector pricing affordability crisis emerging; stacking obligations (JJP CE + Stern LE + Pulp Fiction LE) total ~$38K, unsustainable for average collector

    high · Kaneda: 'if you're going to buy the next CE from Jersey Jack, the next Stern LE, just there alone, you're at $28,000. And then if you have to pay for your Pulp Fiction LE, you're basically at $38,000'

  • ~

    sentiment_shift: Jersey Jack's reputation damage from three consecutive underperforming launches; secondary market depreciation signals weakened brand confidence

    high · Kaneda: 'all three of their games, Toy Story 4, The Godfather and Elton John, they were all sort of dead on arrival... games lost a ton of value right away'

  • ?

    product_concern: Stern's new factory producing lower quality machines; Godzilla 60th cited as exception but broader concern about QC

    medium · Kaneda: 'The machines coming out of the new factory have not been the best quality machines'

  • ?

    design_philosophy: Emerging community critique that recent Stern games (Foo Fighters, Jaws, John Wick) lack mechanical depth/toys compared to Godzilla standard; 'world under glass' expectation rising

Topics

Upcoming game pipeline (Q3-Q4 2024 releases)primaryMarket saturation and pricing crisisprimaryGame design quality and creativity assessmentprimaryStern Pinball's recent manufacturing and design performanceprimaryJersey Jack Pinball's recent commercial strugglesprimarySpooky Pinball's next game speculation (NOT Beetlejuice)primaryDutch Pinball Alice in Wonderland CE market testsecondaryDesigner allocation inefficiency across manufacturerssecondary

Sentiment

negative(-0.72)— Kaneda is frustrated with industry direction: market saturation, poor design quality at major manufacturers, pricing disconnects, timing failures (Beetlejuice/Spooky), and excessive designer redundancy. He praises Spooky's consistency and acknowledges excitement for select titles (Godzilla, King Kong) but overall tone is critical and pessimistic about near-term market health. Fatalistic about collector financial strain.

Transcript

groq_whisper · $0.079

What about now? How about tonight? Baby for once let's don't think twice. Let's take that spin that never ends that we've been talking about. Sit up, sit up, sit up, sit up, sit up, sit up, sit up. All these pinball moments we've been talking about. Welcome to Canada's Pinball Podcast. Happy Monday. It is a muggy, sunny day here in Connecticut. And it's a crazy weekend. I took Killian to see his first movie. We saw Lion King in the theater. Come out of the theater just to find out that there was an assassination attempt on ex-President Trump. Absolute bonkers world we live in. Just make sure you hug your loved ones and you kiss your kids goodnight because it's just a crazy world. I had like a seamless grub hub guy comes to my house, goes to the neighbor's driveway instead, drives through the neighborhood, The Hedges and I just try to tell the guy hey man Can you watch like how you turn into the driveway you're in the wrong driveway? And you're plowing your car through the hedges and the guy jumps out of his vehicle and tries to fight me and my neighbor's Driveway, this is the world we live in everyone is so easily triggered It's why I always go back to pinball at least we can have a civil discourse Of course about what's going on in the pinball world? What about now I want to talk about on this episode of Canadian pinball podcasts all the rumored titles that are in the mix and what we're waiting for so we know that it's no longer a rumor that Stern is going to do the black and white edition of Godzilla We're going to see this game in just a couple weeks and George Gomez told me they're going to be making this game for years So there really is no FOMO to grab this game right now, but it basically is code complete. And if you want one of the greatest pinball machines ever made, you can have it brand new. I think the main question around Godzilla 60th and all these like Stern machines right now is just the quality. The machines coming out of the new factory have not been the best quality machines. These are Non-Title, However... Weinsberg Carly O´Jποelak, the Ci Rideffellanke, the user from Armen Egypt, gesenspec, company that held the time of the Big блct, once the airshow of the professional nichts in which the ducks superPlay coupon that came in the home accessed his greetings is aiquesahi because as respect of index although The other game I hear that is happening over at Stern and we really don't talk about it much because there's really not a lot of excitement for this theme. I am hearing that Brian Eddy is working with Dwight Sullivan on Dungeons and Dragons. Now that makes complete sense because Dwight codes every game like he's coding Dungeons and Dragons and it's like this really overly complex multiplier kind of game. It was almost a series of two series of two games with a single title and a single title. It's still in play. It's coming out in a couple of days. It's a great game. It's a great game. It's a great game. It's a great game. It's a great game. It's a great game. And if there ever was a theme in which you want to get a lot of multipliers and roll the dice through the journey of the game itself, it would be Dungeons and Dragons. Now, that starts to paint a little bit of an interesting sort of picture over at Stern Pinball. X-men 97. We've had a lot of X-men games over at Stern Pinball and Marvel Games in general and I don't know. It's a phenomenal show. It's absolutely incredible and if they make it a pinball machine, I think we're gonna have to see more of that magnetic magneto magic go into the game like the old X-Men games Stern made, but it really needs to be full of toys and a real world under glass. And that's what I'm looking for with these Stern machines. I don't want games that are empty and let's face it people, Foo Fighters is pretty empty. I mean it shoots well, but there's not much in it mechanically. Jaws has a lot more in it, but the way it's executed, it still feels kind of empty. I think we're all waiting for the next Stern machine that feels as loaded as Godzilla was. That feels as creative asGodzilla was. I mean, when you look at John Wick, every time I look at the game, I have absolutely zero interest in playing this John Wick pinball machine. It feels like the game almost never came out. And I think it's because when you look down at it, it really is very uninspired from a creative level. And for those Stern Army fanboys that want to keep saying, but the game shoots fast and it's fun. Nobody cares anymore about that sort of accolade in a game because it needs to do more than that for this much money. We need to see magic, world under glass, real creativity with the engineering. All right, so we've got X-Men 97. Keith Elwin's King Kong will be an absolute juggernaut of a hit. And I think a lot of us out there are excited that Elwyn is the new king of the monsters over at Stern. I think Dungeons and Dragons, I don't care what they do, it's going to flop. Like, it's just not a theme that people want. I get it. But how many of you, raise of hands, have been thinking about Dungeons and Dragons into your 40s, into your 50s? The It just doesn't carry through and there's a lot of really good nostalgic themes that people could make and D&D is just not one of them and what's really interesting as we think about Stern They can't become a company that has like a hit and then a miss With this big factory and all those people that need to be on the line They need every game to be somewhat really really good, you know I mean they could do that but if they do that everybody knows the outcome of that will be Stern oversaturating the whole market and all of it going to collapse even faster than it already has really over the last couple of years I mean the market is very soft So those are the rumors over at Stern The one game I don know about is John Borg next original game We keep talking about Metallica being remade as the first Spike 3 game but John Borg made that game like a decade ago or more So what is he working on? We know he was working on an Indiana Jones that got shelved. I have not heard what Borg's next title is. I have heard some rumors in the rumor mill that Jersey Jack Pinball has been maybe soft selling John Borg on coming over there. It makes sense in a lot of ways, but then it also doesn't make sense because JJP doesn't need more designers. I think all of these companies right now, I gotta be honest, I think they all have way too many designers. The only company I would love to see announce they're hiring some of these like designers who know what they're really doing is Spooky Pinball, is maybe Barrels of Fun. That's the thing. It's like Jersey Jack and Stern have a plethora of highly talented designers. The problem is they've got too many. You only really need, face of people, you really only need from a design standpoint, you really only need two designers at most to keep your pinball company going at a large volume. Because the bigger teams you need are the software teams because look, let's face it, Keith Elwin, Jack Danger, Eric Minier, Steve Ritchie, these guys could design more than one game a year. You know, because they're just designing it. Then it's on to the engineers to make it a reality, it's on to the software team to make it work, but they could design in their sleep these guys. It doesn't take them an entire year to design one game. Absolutely not. And so I think it's interesting, right, when you've got like four designers over at a company like Jersey Jack Pinball and they only make like one game a year. Like what's everybody else doing? Like the rotation takes forever. I know over at Stern Pinball they would probably want two Keith Elwin games a year because that's where the sales are. I mean think about it, like they kick a game to Elliot Eismin and it tanks. So they're never gonna do that again. Like why would they even bother when they've got better designers in house? So if we go over to Jersey Jack the rumors on Mark Siden's game, I mean, you know, we've been talking about avatar I think a lot of people I put up a poll over 90% of people hope it's not avatar And if it is avatar I'm really I feel bad for Jersey Jack because it's like clearly the people don't want this if you put up a poll and say Do you want this theme? It should be the other way around term orthogare ball 않는 그러 cran Terms for Jersey Jack's next game we've all heard before and then after that is the Juggernaut, after that is Harry Potter by Eric Minier and then we're going to get Steve Ritchie's next pinball machine. The rumor on what Richie is working on I kind of feel like is anybody's guess. We've heard Beastie Boys, we've heard The Matrix, then I hear they don't have The Matrix. So you know we shall see. I think everyone enjoying Elton John and everyone who's witnessed that everybody is enjoying Elton John really wants to see Steve Ritchie jump on a theme that's much more appealing than Elton John and really do it right. So we shall see what's happening there. But the next game from Jersey Jack's going to be a big one because if it comes out at these prices and it doesn't take off immediately, like they haven't had a game in three straight launches that have launched, right? I mean, all three of their games, Toy Story 4, The Godfather and Elton John, they were all sort of dead on arrival, right? There was always like this, eh, you know, like deals could be had, like games lost a ton of value right away. There really wasn't a lot of excitement. The way they launched didn't get people excited and that's not like Jersey Jack. And so I'm hoping that this next game from Jersey Jack gets people at least excited, doesn't have us all just sort of The question now becomes when are we going to see it? Like it is July and Elton John has been out now for like eight, nine months. And so I think we're going to see this next game from Jersey Jack Pinball in September. I think it's going to get interesting because I think in September we're going to see a new game from Stern and we're going to see a new game from Jersey Jack and that is going to be enough. I mean, think about it. If you're everybody else and you got to sell more games by the end of the year, when you If you have Stern and Jerseyjack on top of each other releasing new titles, that's thousands of games that are going to be manufactured sometime between September and December. So if you want to release a game in that time period, if you're anybody else, if you're Dutch Pinball X, if you're Spooky, if you're Barrels of Fun, it doesn't matter who you are. And then all these people are going to get asked to pay for their Pulp Fiction LEs at exactly the same time. I don't know people, do all of you have like just $30,000 lying around to pay for all these games? And heck, it's more than that. If you're going to buy, this is crazy, if you're going to buy the next CE from Jersey Jack, the next Stern LE, just there alone, you're at $28,000. And then if you have to pay for your Pulp Fiction LE, you're basically at $38,000. Lul, pnb prep brakes r♡ Toon,necky sr y& n-n t4 i& an0 Ia Pdya 2C & BgEy quanto-o not qs guid const'o x街 xdox 2,h d5 doTERRAe Prer govergare, b42 i chteAa xiR trick corruption Bue coin fR. B2 S And Road and down to a pre state are any of these pinball companies gonna make a price adjustment I mean that gonna be a thing man someone gonna have to do it there no way it gonna survive like this there just no way someone gonna have to be like look we gonna roll prices back down a little bit like a 20 reduction in cost we got jersey jack we got stern multimorphic gonna start making their princess bride games this summer at some point so I don think anything new from multimorphic this year I think they gotta make those games American Pinball is got nothing other than Cuphead. I just saw a picture of them posinghead. I just saw a picture of them posing in front of Jersey Jack games. I mean, if you really could give out an award for the worst marketing ever, it is to a company that every time they seem to be celebrating pinball, they're doing it in front of other company games. And I don't know, like Cuphead is going to come out, it's going to bomb. And I don't think there's really a future here until they make a leadership change. That's all I'm going to say. What else is going on? Spooky Pinball is really one we're all going to be watching this year because we know that they're getting ready for their next new game by the end of the year. We also know because they hit me up and told me so, it's not going to be Beetlejuice. Now I think that's a miss because if they have the Beetlejuice license and the movie is about to come out, why wouldn't you release Beetlejuice in the very year where the sequel to this iconic The movie is coming out. You would have made it into all of those media stories about the return of Beetlejuice. Speaking about the new movie, a brand new pinball machine has just dropped as well. What a missed opportunity. If I had a dollar for every time these pinball companies cannot sync up the damn game with what's going on with the property in culture, I'd be a very wealthy man. They always get it wrong. They always get it wrong. So then What is it going to be from Spooky Pinball? The rumors we know are Evil Dead, we've got Goonies, we've got Sonic the Hedgehog, we've got Beetlejuice. All I know is there's a lot of excitement over there at Spooky. Every time Luke pops into my Facebook live, he's like, I think you're going to be very excited, Kaneda, when you see our next game. And I hope so. And I think out of all the companies out there, I mean this, out of all the companies out there, they've just I'm not sure if I'm getting the answer to this question right now. I mean, it's really hard to be upset and angry with anything Spooky does. They don't rip anybody off. They make their games in numerical order. They've arguably made every game better than the previous game, and they keep getting better. They've also gotten very expensive. I would argue that I'm not necessarily sure I see the value in a $12,000 Spooky game with To meet you on Northern AND Patreon So, what's happened over the last few releases from Spooky? Because they've got these dual games, Halloween and Ultraman and Texas Chainsaw Massacre and Looney Tunes, they've gotta split up their software people to make both games and if they just focus on one game, I think you're gonna see code updates a lot more frequently and I think you're gonna see a game ship on day one with a lot more code in it. So, that's also gonna happen at the end of the year. You know me, like Spooky, Stern and Jersey Jack, what else do you need? Is anyone else going to do anything that makes a pop? I'm looking at you right now, Barrels of Fun. I mean, orders on Labyrinth are done. You're not going to get more orders. And I think they need to just say we're only going to make 800 and I think they need to start getting ready for game number two. Now, I think game number two is going to take place probably around March. I think they're going to want to have that game ready for Texas Pinball Festival. I don't think we're going to see much before I hope the next title and I've heard from people over there. They're like Chris you're gonna like the next thing we come out with so I think they're gonna make something that appeals to someone who's had sexual relations in the last 30 years and that's a good thing. I really do think that's a good thing and I look forward to the next title. As far as what it is all the rumors are not gonna happen. I think there was a rumor about Goonies I think there was a rumor about Fifth Element. I don't know. I really don't know. But what I can put my finger on is I do think it's going to be a nostalgic theme from the 1980s. I think they're going to continue fishing where the fish are. And I think if they make something nostalgic and they do it right and they put a few more toys into the game, because I'm not fooled by them. I see a lot of sculpts and little figures popping up like Pez dispensers, but that's not a toy. The game is a toy, so I want to see these guys actually engineer more. I don't want to see a game filled with sculpts because that's also, yes, technically it looks like a world under glass, but it's more of a diorama than a pinball machine. So I hope we see more mechanical magic in their next game. And they're going to have to bring it because as I was just saying, look at all this stuff coming out. You either bring the heat, you bring the magic, or you're not going to get more than like five, six hundred units sold. All of these are the most popular and most popular pinball titles in the world. Because everyone's out of space and almost everybody's out of money unless you're Bill Brandis and Ed Ed Robertson. We're all going broke. We're all going broke here buying all these games, losing all this money. All right, so that's what's next from Barrels of Fun. I think something nostalgic. I think we're going to see it sometime around Texas Pinball Festival 2025. All right, let's go over to Dutch Pinball Back to the Future delayed, not happening this year. So now we've got DPX, I GottaTalktomelvin, they're gonna come out with this Alice in Wonderland. That's happening and that's gonna happen right on top of the next from Stern, the next from Jersey Jack, the next from maybe American Pinball, the next from Spooky. It all gonna happen at once So basically Q3 Q4 is gonna be a period in which going to get inundated with the next wave of games And I curious because this has never been done before You take a game that been designed by John Papadiuk You take the artwork that been designed by Zombie Yeti You then make the game where J doesn finish the design and you make the game where Zombie Yeti doesn finish the artwork but it still that game The following is a story about a pinball company that was fired by that foamcore edition from Zidware. I don't know how this is going to do. This is uncharted territory. We've seen what's happened before. When a pinball company has tried to sort of go back to the J-pop well, and they haven't had much success. But, there's a huge but and caveat. That was Deep Root Pinball. The biggest joke in the history of pinball companies, and nobody had any confidence in Robert Mueller's ability to make those games German So, we will see. It's going to be an interesting test to see are there enough people, 500 of them they need because if this game comes out and it doesn't sell out almost instantly, then you know how much the pinball market has changed. And I don't think they know. I mean, how do you sit in a boardroom if you're Melvin and Barry and how do you say we're going to make this many at this price? Like, what do you even point at as a dueswa abstain nenhuma roubles or I would have made it more like 200 to 250 because the games I be looking at as like what the only ones that are worth collecting now is a 200 edition of Pirates CE, an 80 version edition of Batman. And I get that there's like other versions of the game, but man, 500 Alice's at like 14K a pop. It sounds like a lot. So we're going to see. So I would have done just 200 to 250. I would have kept it much more limited and I would have gauged the market and hey, I might be wrong here. They might sell out all 500 instantly. There might just be enough people in Europe to absorb these games. I think the one thing they're underestimating is how reluctant people are in this hobby to truly support anything that came from John Papadiuk Jr. And I think there is such a thing as karma. And I think there is such a thing as like all those people that got burned, they were not made whole. If you think all those people that Jay Pop burned were made whole, you're wrong. And the thing they'll never get back, it's not just the money. Where he burned people was their time and their effort. And time is something you can never get back. And you could see it in the way Zombietti responds to this thing coming back again. It's like can't this just die? Like why can't this just go away? This guy's creations should never live to see another day. And the other thing too is like they didn't just register this Alice game, they went and got like Magic Girl and Raza. So I'm curious when I talk to Melvin what this is all about. Other than these things which is already enough, I haven't even mentioned like half of the other boutique companies. Pinball Brothers and Abba, that's not gonna sell. Do they have something after that that's gonna come out this year? Then we've got this Funhaus remake from Pedretti Gaming. I don't think that's gonna sell. I think Haggis is done. You know how I feel about that. And this Centaur, those are never gonna get made. We've got Turner Pinball. We've got Pinball Adventures. It's just stupid. Like, right? It's like, it's even hard for me after I just cover like All of these legitimate companies and when they're all making games, it's way too many games already and then we've got all these other companies. So everybody, trust me, wait, wait, wait and get in shape, shape, shape. What I haven't heard from any of you, I haven't heard anybody email me and said, Chris, I'm gonna take you up on the six month challenge. I am not going to buy a game, I'm gonna spend the next six months getting into shape. Can you email me if you're going to do this? I want to give you a shout out and I want to create a list of people amongst the Canadians that are going to do this challenge and I would love it six months from now to have before and after photos of all of you and then we can all look better as we march into these pinball shows in Q4 and then buy whatever we want because everything's lost value. Here's a good thing. The games will lose value and you will lose weight. Those are the two greatest things that could have losses in 2024. What I don't want to see is you gain weight and then you buy these new games and they lose value. Cause that's what I'm seeing happen in this space. Everybody happy Monday. We're going to have a lot to talk about in the months coming up. A little bit of a low period right now, but I'm here and we're going to make it entertaining every single week. Kaneda out. Captain Andrew Coffey Captain iy T Conclusion, an end
  • American Pinball's marketing is 'the worst' because they pose with Jersey Jack games instead of promoting Cuphead; company needs leadership change

    low confidence · Kaneda, critical opinion

  • Kaneda @ ~25:00 — Calls for industry-wide price correction as survival necessity

    Steve Ritchie
    person
    Mark Ritchieperson
    John Papadiuk Jr.person
    Zombie Yetiperson
    Lukeperson
    John Youssianperson
    Tim Elliotperson
    Bill Brandiceperson
    Ed Robertsonperson
    Melvinperson
    Stern Pinballcompany
    Jersey Jack Pinballcompany
    Spooky Pinballcompany
    Dutch Pinballcompany
    Barrels of Funcompany
    American Pinballcompany
    Multimorphiccompany
    Deep Root Pinballcompany

    medium · Kaneda: 'I don't want games that are empty... Foo Fighters is pretty much empty... I think we're all waiting for the next Stern machine that feels as loaded as Godzilla was'

  • ?

    industry_signal: Kaneda argues major manufacturers over-hire designers; only 2 needed per company; software teams are bottleneck, not design capacity

    medium · Kaneda: 'you really only need two designers at most to keep your pinball company going at a large volume... they could design in their sleep these guys. It doesn't take them an entire year to design one game'

  • ?

    licensing_signal: Spooky's decision to delay Beetlejuice past Beetlejuice 2 theatrical window represents failure to capitalize on cultural moment; pattern of industry-wide IP/release timing misalignment

    high · Kaneda: 'if they have the Beetlejuice license and the movie is about to come out, why wouldn't you release Beetlejuice in the very year where the sequel to this iconic movie is coming out... What a missed opportunity'

  • ?

    leak_detection: Spooky's next game confirmed NOT Beetlejuice (via direct contact) but identity remains unconfirmed; multiple rumors (Evil Dead, Goonies, Sonic) still circulating

    high · Kaneda: 'we know that they're getting ready for their next new game by the end of the year. We also know because they hit me up and told me so, it's not going to be Beetlejuice'

  • ?

    machine_intel: Godzilla 60th (black and white edition) code-complete, releasing within weeks; George Gomez confirms multi-year production run planned

    high · Kaneda: 'George Gomez told me they're going to be making this game for years... it basically is code complete'

  • ?

    community_signal: Kaneda conducted community poll on Jersey Jack Mark Ritchie's next game (Avatar rumors); 90%+ opposition to Avatar theme indicates strong community pushback

    high · Kaneda: 'I put up a poll over 90% of people hope it's not Avatar. And if it is Avatar I'm really, I feel bad for Jersey Jack because... clearly the people don't want this'

  • ?

    business_signal: Industry oversupply of game titles across all tiers (major + boutique + micro manufacturers) competing for limited collector capital in single window; unsustainable for majority of makers

    high · Kaneda comprehensive pipeline survey concluding: 'it's way too many games already and then we've got all these other companies' plus Funhaus remake, Centaur (never shipping), Turner Pinball, Pinball Adventures

  • ?

    rumor_hype: Community skepticism toward John Papadiuk Jr. legacy projects (Alice in Wonderland revival); Kaneda notes 'karma' concerns and collector trust damage from past burned buyers

    medium · Kaneda: 'They'll never get back... it's not just the money. Where he burned people was their time and their effort' + Zombie Yeti's apparent frustration with Alice revival