Journalist Tool

Kineticist

  • HDashboard
  • IItems
  • ↓Ingest
  • SSources
  • KBeats
  • BBriefs
  • RIntel
  • QSearch
  • AActivity
  • +Health
  • ?Guide

v0.1.0

← Back to items

Episode 861: "Why Elton John Needs To Be On The Line"

Kaneda's Pinball Podcast (Patreon feed)·podcast_episode·24m 27s·analyzed·Oct 18, 2023
View original
Export .md

Analysis

claude-haiku-4-5-20251001 · $0.034

TL;DR

Host warns against pre-ordering JJP's Elton John if games aren't immediately available, citing industry FOMO cycle patterns.

Summary

The host discusses the imminent Pinball Expo reveal of Jersey Jack Pinball's Elton John game, expressing concern that it may not ship with machines on the line despite impressive design claims. He criticizes pre-ordering practices, analyzes how FOMO-driven purchasing leads to financial losses for collectors, and warns against the industry's pattern of oversupply and artificial scarcity tactics across multiple manufacturers.

Key Claims

  • Elton John is not currently on the line and may be delayed despite being revealed at Expo

    medium confidence · Host states 'I am hearing that this game is not on the line' and compares to Pirates of the Caribbean launch issues

  • Jersey Jack Pinball's last two games (Toy Story 4 and Godfather) have been sales flops with distributors holding unsold inventory

    medium confidence · Host claims 'the games have not moved' and doubts 1,000 CEs were made of each; references distributor conversations

  • Guns N' Roses had the greatest launch in pinball history but playfield quality issues emerged 3-4 months later

    high confidence · Host discusses 'greatest launch in the history of pinball' followed by 'playfields were falling apart'

  • Only 2 of roughly 8-9 Jersey Jack games have sold well: Wizard of Oz and Guns N' Roses

    medium confidence · Host states 'really only two Jersey Jack machines out of like eight or nine have actually sold well'

  • Barrels of Fun (Labyrinth) is launching with games on the line, better than Jersey Jack's current approach

    medium confidence · Host notes 'a company called Barrels of Fun has done it better than Jersey Jack Pinball' by launching with inventory

  • Labyrinth is producing 1,100 units, which is too many for the theme and price point

    medium confidence · Host states 'They're making 1100 of them. Trust me when I say this, that's way too many for a theme like this'

  • The Alien topper from Art of Pinball is limited to only 300 units despite Alien not being a limited edition game

    high confidence · Host references 'this alien topper from Art of Pinball, Lior, and he's only making 300' and criticizes the artificial scarcity

  • Scooby-Doo pricing dropped $1,000-$2,000 as FOMO wore off and people cancelled pre-orders to chase newer games

    medium confidence · Host predicts same pattern will occur with Labyrinth: 'people are going to get tired of waiting' and prices will fall

Notable Quotes

  • “If they don't have Elton John's in boxes when they reveal this game tomorrow, you're telling me a company called Barrels of Fun has done it better than Jersey Jack Pinball.”

    Host (Kaneda) @ ~08:00 — Core thesis of the episode—JJP's failure to have inventory at reveal is contrasted with Barrels of Fun's better execution

  • “Guns N' Roses had the greatest launch in the history of pinball. I mean this, no pinball machine has ever been launched in such a great way as Guns N' Roses was launched.”

    Host (Kaneda) @ ~04:30 — Establishes historical benchmark for what JJP used to achieve; sets context for current disappointment

  • “Only fools rush in with a deposit unless they're guaranteed they're going to have that game in a few weeks. Otherwise, you're being foolish.”

    Host (Kaneda) @ ~25:00 — Direct advice to listeners about pre-ordering risk; frames FOMO-driven purchasing as financially irrational

  • “Rarity is dead. FOMO isn't real. I'm telling you, the only game you might have to move quickly on is going to be this Jaws SLE.”

    Host (Kaneda) @ ~28:00 — Challenges collector mentality; asserts oversupply dynamics make most machines depreciating assets

  • “Much like Scooby-Doo, people are going to get tired of waiting on the line for the game and they're going to want to get something new.”

    Host (Kaneda) @ ~22:00 — Predicts Labyrinth will suffer same abandonment cycle as Scooby-Doo due to crowded release calendar

  • “I don't think every company has [fleeced its customer base]. I would say I don't think Spooky's done this to its customers. Barrel of Seagulls hasn't done it to its customers yet.”

    Host (Kaneda) @ ~32:00 — Explicitly praises Spooky and Barrels of Fun while criticizing Stern, JJP, Chicago Gaming, and others for greed

  • “Every time Seth Davis re-releases a game or throws a new LE out into the Stern world he is absolutely destroying all of the goodwill that Gary and George built with the community over the years.”

    Host (Kaneda) — Personalizes criticism of Stern's strategy to Seth Davis; suggests historical equity being squandered

Entities

Jersey Jack PinballcompanyStern PinballcompanyBarrels of FuncompanySpooky PinballcompanyChicago Gaming CompanycompanyPinball BrotherscompanyDutch PinballcompanyArt of Pinballcompany

Signals

  • ?

    product_launch: Host reports hearing that Jersey Jack Pinball's Elton John game will be revealed at Pinball Expo but is not currently on the line (not in production/shipping), representing a major deviation from JJP's past launch practices.

    medium · Host states 'I am hearing that this game is not on the line' and contrasts with Guns N' Roses (100 machines in boxes at reveal) and Toy Story/Godfather (both on the line when revealed)

  • ?

    business_signal: Jersey Jack Pinball faces distributor pressure with unsold Toy Story 4 and Godfather inventory; may be rushing Elton John reveal to lock in deposits and fund distributor relief before Stern's December Jaws release.

    medium · Host notes distributors 'sitting on Jersey Jack inventory unsold' and suggests company is 'going to have to move quickly' before Jaws launches; frames Elton reveal as desperate deposit-lock tactic

  • $

    market_signal: Oversupply and FOMO collapse patterns predicted to devalue multiple upcoming games (Labyrinth, Elvira rereleases, Jurassic Park 30th) as distributor inventory piles up post-Expo.

    high · Host predicts Labyrinth will lose $1,000-$2,000 like Scooby-Doo did; references current ability to buy Jurassic Park LE 30th Anniversary 'for less than MSRP right now'; forecasts distro inventory will 'pile up' forcing dealer discounts

  • ~

    sentiment_shift: Host articulates broader community sentiment that manufacturers have collectively fleeced customers through greed, artificial scarcity, and oversupply tactics; trust in pre-ordering eroding industry-wide.

    high · Host states 'almost every single company has fleeced its own consumer base. Everyone's been greedy' and warns collectors against FOMO: 'Only fools rush in with a deposit unless they're guaranteed they're going to have that game in a few weeks'

Topics

Jersey Jack Pinball's Elton John machine and inventory status at Expo revealprimaryFOMO-driven pre-ordering and its financial consequences for collectorsprimaryManufacturer pricing strategy, artificial scarcity, and oversupply dynamicsprimaryDistributor inventory glut and secondary market price depreciation patternsprimaryComparison of manufacturer business ethics and customer treatment (Stern vs. JJP vs. Spooky vs. Barrels of Fun)primaryPinball Expo reveals and launch coordination timingsecondaryHistorical context: Guns N' Roses launch success and subsequent quality failuressecondaryLimited edition toppers and artificial scarcity in aftermarket partssecondary

Sentiment

negative(-0.72)— Host expresses frustration with industry-wide greed, manufacturer mishandling, and collector exploitation through FOMO. Critical tone toward JJP, Stern, Chicago Gaming; selective praise for Spooky and Barrels of Fun. Underlying concern for distributor welfare and honest customer treatment, but pessimistic about industry direction.

Transcript

groq_whisper · $0.073

Will things ever be the same again? It's the final countdown! The final countdown! Welcome to Gannettis Pinball Podcast, everybody. We are on the eve of Pinball Expo. What will happen? Will we see Elton John games on the line when they reveal the game? Will Canada show up to Pinball Expo? Will the Pinball Brothers, will they give this new Ellen Ripley code to the original highway owners? Are we going to see clips of Ripley in the game? And will Turner Pinball bring back the pin bar? And hey, are a bunch of grown men going to wake up and say, hey, honey, a few months from now, we're going to get a pinball machine with goblins in it from barrels of unicorns. what's going to happen in the pinball world. And look, everybody, I'm so excited. You can see it's the eve of a major pinball show. It's like a few times a year, all these manufacturers decide to make the biggest marketing mistake and reveal all of their things on top of each other. Everyone's plans just colliding all at once. It's impossible to have hype for more than like two weeks. I mean, trust me when I say this, like three weeks from now, how are they going to maintain hype for the labyrinth? How's that going to happen? It's not going to happen. And what I'm going to do on this episode is we're going to talk a lot about Elton John and if this game doesn't make the line right now when they reveal the game. I'm hearing the game is delayed. I want to talk about the significance of this if this game is shown to the world tomorrow and those games are not ready to go out the door. Huge, huge implications if that's the case. I'm going to give my predictions for this barrel of monkey game labyrinth. I know I keep making fun of the name and until they change I'm going to keep making fun of it. And then we're going to talk a little bit about what else is going to go on at the show. We've got this alien topper that not everybody can have. I'm not a fan of that move. And then we're just going to give a really big shout out to start this show to the new Raise the Roof members of Canada's Pinball Podcast. And you know who you are. I want to give a huge, huge shout out to Mr. Justin Collins, who didn't just raise the roof. He also joined the Omo Kase Club and is donating $30 a month to the show. Justin, thank you so much. I want to thank Mr. Pete Rosen, who didn't just raise the roof. He smashed through it. Mr. Pete Rosen giving $50 a month to Canadas Pinball Podcast. And I want to thank Darren W. for raising the roof. Now, Darren didn't go so high. He didn't go so high. But trust me, all you got to do is make a little bit of an increase, and you become part of the Raise the Roof Club. Now, Justin and Peter are also now part of the Omokase Club. And I also want to give a huge shout out to Cody, who I always pronounce his name wrong. It's 904-Pinball-Zine, like magazine. I always say Zine. Cody, thank you so much for joining the Omokase Club. All right, and I also have to do this. We are now at 633 club members. I want to go down real quick and thank all of our new members. CP, Ron L, Keith, Will B, Jones T3, Walter S, Gabriel GBR, Adam G, Gianluca B, Ryan S, and Damian W. Everybody, welcome to the show. There's probably more of you. If I have not given you a shout out for joining Canada's Pinball Podcast Club, let me know and I will give you a shout out on the show. I'm happy each and every one of you are here. All right, So let's talk about the big news. Jersey Jack Pinball's Elton John. I've been predicting it's going to win over Pinball Expo. It absolutely is going to win over Pinball Expo. I think we've all been sleeping on Jersey Jack reveals because the last two have been so mediocre. It's been almost three years since Guns N' Roses was revealed to the world, or maybe it was three years ago. And I think everybody is just really, really waiting for Jersey Jack to come out of the gates with the game that blows us away again on day one. the way Guns N' Roses did. Now look, Guns N' Roses blew us away because we had never seen a light show like that in pinball before. We had never seen a music pin implement assets quite like Guns N' Roses. We also remember this, we had never seen a Jersey Jack game with illustrated artwork as beautiful as Guns N' Roses. All things considered, Guns N' Roses had the greatest launch in the history of pinball. I mean this, no pinball machine has ever been launched in such a great way as Guns N' Roses was launched. And we all felt it, and we all were excited. And then we realized the game had too much multiball again. We realized that the playfields were falling apart. And about three to four months into the Guns N' Roses lifespan, all of the excitement died. And we were told they're going to fix the playfields for the collector's editions. And then they didn't. And it was really a bad period for Jersey Jack Pinball. and then they followed it up with two terrible launches, Toy Story 4 and The Godfather. Both of those machines have been sales flops. If you ask distributors, the games have not moved. And I highly doubt that they made 1,000 Toy Story CEs. I also doubt that they made 1,000 Godfather collector's editions. I think Jersey Jack has been selling more games directly, and we don't know, right? We don't know how many they're selling directly and how many they're allocating to distributors. But I find it hard to believe that there are 2,000 Toy Story and Godfather CE machines out in the world. I find that really hard to believe. Now we are here at the moment of truth. The moment in which Steve Ritchie's departure from Stern Pinball, Steve Ritchie who has not said nice things about his colleagues over at Stern Pinball, Steve Ritchie who has been labeled the king of pinball. He is at the crossroads now. It is his turn to put up or shut up It really is that dramatic It really is Like he either going to come out with an epic game which Jersey Jack is calling this an epic game that is going to be one of their best selling games ever which is not really a flex because their last few games haven sold very well at all. And really only two Jersey Jack machines out of like eight or nine have actually sold well. And that's Wizard of Oz and freaking Guns and Roses. Everything else has been sort of like a mediocre sales experience. And so here we are. Is this going to be the game that puts Jersey Jack back on the map? Now, I have not seen the game, but we all know it's Elton John. We saw the photo yesterday. You can see Elton John's reflection in the silver ball. And so what we get tomorrow, here is what I'm hearing. I'm hearing this game is going to be loaded with toys, but we heard that before. We heard that on Toy Story 4. Somebody told me Toy Story 4 was packed, and then we got it and it was empty. So is this game going to be loaded with toys? Jack's gone on interviews recently and said they let Steve loose. Steve's been saying he didn't have any restrictions in this game. He was happy to finally put everything he wanted into the game. So this game is going to be loaded with toys. It is based on Elton John. Is it going to be a concert-going experience like Guns N' Roses? Or is it going to be more of a story-driven game like Foo Fighters? We don't know yet. We do know that this game is going to be unveiled to the world tomorrow at noon at Chicago Expo. But here's the other part I'm hearing that I think is going to be the major story of this game. Even if this game wows you, even if this game excites you, what I am hearing, and I hope this rumor is wrong, I am hearing that this game is not on the line. And if that is the case, this is a major problem for Jersey Jack Pinball. If this game is not on the line, and I hear the reason it's not on the line, and they're going to spin this, They're going to say because we put so much into this game and there's so many unique parts and interesting toys and mechanical magic in this game and so many new devices that there's going to be a delay on getting these highly customized parts from our suppliers. And they're not wrong in this. But then the question is this. If they don't have all those parts to make the game right now, then why would they reveal the game right now? They didn't do that with Guns N' Roses. There were a hundred GNR machines in boxes when they revealed the game. Toy Story was on the line when they revealed the game. Godfather was on the line when they revealed the game. If they don't have Elton John's in boxes when they reveal this game tomorrow, you're telling me a company called Barrels of Fun has done it better than Jersey Jack Pinball. Now, I'm not saying Labyrinth is a better machine, but they at least launched the game while the game's on the line. And I'm worried that Jersey Jack is going to show this game tomorrow and it's going to be impressive and it's going to win a lot of us over. But then the real question is, well, when are they going to make it? And is this going to be another Pirates of the Caribbean moment? For those of you new to pinball podcasting and you know who you are, who steal my episodes, if you don't remember what happened with Pirates, here's what happened. They ushered the game out and the game wasn't on the line. And then they started removing stuff from the game. Now, I'm not saying they're going to remove stuff from the game, but you know why they revealed Pirates of the Caribbean to the world so early? This was in my episode 500 because Jack Guarnieri had approved to the Abbess family that there was demand for the next game because the game before Pirates of the Caribbean didn't do so well. And now it looks like we have the same exact thing happening again. Toy Story 4 is not doing well. Distributors are sitting on games unsold. The Godfather didn't do well at all. Distributors are sitting on those games unsold. And so now you have all of these distributors sitting on Jersey Jack inventory unsold at their factories. And what is happening right now? They know that Keith Elwin's Jaws is about to come out in December. So there's only like six to eight weeks before an entire another Stern juggernaut game is going to be revealed. They've got this Labyrinth game. They've got another Elvira, another run of Stranger Things. And so if Jersey Jack Pinball wants any of its distributors to buy any of their new inventory, they're going to have to move quickly. So I think they're showing the game at Expo without any games on the line because they're going to try to desperately lock in non-refundable deposits. And that money is going to go to distributors because they need to put some money into the distributor pockets who have all lost so much money sitting on inventory of games that will not sell in the form of Godfather and Toy Story. But I am just telling each and every one of you, if history repeats itself and this Elton John machine is $12,000 for an LE and $15,000 for a collector's edition and they say they're going to make a thousand CEs, why would you in a million years, order one this week if the game is not on the line. If the game is on the line and you can take that game home in like a few weeks, by all means, order the game. But if they're going to show this game and try to lock in pre-order money on a game where you have no idea when the ETA is, you're going to get it. I think you need to go back and listen to 860 episodes of Canada's Pinball Podcast and learn why that's a bad idea. I really want my distro friends who sell Jersey Jack Pinball, and you know who they are, Joe Newhart at Pinball Star. You know who they are. You know who they are. I really want them to have a hit JJP game on their hands, but I really want Jersey Jack Pinball to reveal it the right way to the world. If they reveal it and games are not on a line, I'm telling you, I would not order it. I would just wait because here's what's going to happen If you lock in your orders now right Just think about this If you lock in a deposit now and the game takes four months to get onto the line you have no other options now There nothing you can do with that money Your money is locked in and you are also now contractually obligated to pay the other $12,500 to get the CE or the other $10,000 to get the LE. Why would you do that if the game's nowhere close to making its way into your home? And if you just wait two months, you'll be able to see Jaws. If you wait a few more months, there's another crazy collector game coming out that nobody knows about that I know about. And then the end of next year is going to be capped off by Back to the Future. And there's all this other stuff coming out too. Like if Jersey Jack is coming out with Elton John now, you know, there's other stuff happening. It almost feels like everyone's forgotten that a lot of you also owe money for a little game called Pulp Fiction, which nobody talks about, right? And I know for a lot of you out there, you're making these commitments, you're doing these deposits, and you're not really thinking through the totality of what you're going to owe if you keep running at all of these reveals. And again, history has shown us that anyone who pre-orders right now that falls victim to the FOMO, you're going to lose money. And so that's my thing is like if they show this game and it's not on the line, it's a major red flag and I would not order. Here's when you should order a game. When a distributor has it in a box and you say, hey, I will buy it, ship it, and I want it in a few days. You can go get Godfather CE like that. You can go get Toy Story CE like that. You can go get every single pinball machine other than what? Name me a machine you can't go get. I could go get right now Jurassic Park LE 30th anniversary for less than MSRP right now. Anyone who fell victim to the FOMO, you're losing out. And that brings me to this like labyrinth game. It's like if you order labyrinth right now, how many a week are they going to make? Here's what's going to happen with the labyrinth people. And for those of you who listen to Canada, trust me, what's going to happen. What's going to go down with labyrinth is the same thing that went down with Scooby-Doo. The exact same thing. They're making 1100 of them. Trust me when I say this, that's way too many for a theme like this at this much money. I get that there's some of you out there that have Goblin Love Affairs. Some of you have been angry with me for making fun of this theme. Some of you have shown me that you have the Labyrinth movie poster in your home. That's cool. I just don't relate. It's just not one of the movies that came through with me through the 80s. Like when I was watching Star Wars and Ghostbusters and Back to the Future, I wasn't really telling my twin brother, screw all those movies. Let's watch the Labyrinth again. Like, have you ever heard a grown man say, hey, let's watch Labyrinth? I haven't heard a grown man say that. And I'm 47 years old. So anyway, but here's what's going to happen. They're going to get their orders, right? They'll get their few hundred orders. Nobody will really know what number they are in the lineup. I don't think they're going to build them in numerical order like Spooky or they haven't said they are. But here's what's going to happen. Imagine you order Labyrinth and your order number 417, okay? and you've given $1,000 non-refundable deposit on a game that's $10,600, right? Okay, so that means there's 416 people in front of you that also gave the deposit. Now, how long do you think it's going to take them to make 400 games? Let's say it takes them six months to make that many games, okay? So what do you think is going to happen in three months when Jaws comes out? What do you think is going to happen in five months when the next Stern Cornerstone comes out after Jaws, when another game comes out from Pinball Brothers, when the mystery game I've been talking about comes out. What do you think is going to happen when all these new titles come out? I'll tell you what's going to happen. Much like Scooby-Doo, people are going to get tired of waiting on the line for the game and they're going to want to get something new. And they're not going to have like $25,000 to buy two pinball machines or $20,000. And they're going to say to themselves, okay, well, I'm willing to let go of my labyrinth deposit to get this newer title. We saw that with Scooby-Doo. People ran right in, they gave the deposit, and then they realized that the wait was really long. And then here's what's going to happen. Just like Scooby-Doo, people are not going to be able to sell their deposits dollar to dollar. They're not going to find someone to take over their spot with no loss. So you're going to start to see people easily, easily be able to get a labyrinth and save money on that $1,000 deposit. And then the other thing that's going to happen is this, is that dealers will order Labyrinth without those games being sold yet to a customer. And we saw this with Scooby-Doo. They're going to start to bring the games to shows and sell them right off the show floor. You're easily going to be able to cut the line and get a Labyrinth for less than $10,600. And that's why it's like the guy who's order number 800 and 900, that guy, if he just waited, I guarantee you Labyrinth is not going to stay a $10,600 game for very long. This game will absolutely be losing $1,000 to $2,000 over the course of the year. And the people at the end of the line could have saved so much money. And they also could have cut the line if they just listened to Kaneda and waited. And this is not me picking on barrel of monkeys. This is just me trying to remind everybody what history has shown us. This is what the data shows us. You think that the Labyrinth has more enthusiasm around it than Scooby-Doo? It does not. And even though there's twice as many Scooby-Doo games being made, I'm just looking at what's happened to Scooby-Doo after only a thousand have been made. The hype falls off pretty quickly. The FOMO dies down almost instantly. And for a lot of you out there, if you just wait a few weeks after Expo, Do you know what's going to happen? The hype around all of these games is going to die down and then the real battle begins Then all of these distros that ordered all of these games they now have to go find buyers for these games Do you think Elvira is going to sell out when they make 500 new versions of an LE for $13,000? Those games are not going to sell out. But distros have to buy every single one. Distros had to buy all of the Jurassic Park 30th anniversaries. The distro inventory is going to pile up, people. It's going to pile higher than Kaneda's ego. And when that happens, guess what's going to happen? You're going to be able to get a deal on every single one of these games. Rarity is dead. FOMO isn't real. I'm telling you, the only game you might have to move quickly on is going to be this Jaws SLE. All right, so that's my word of advice to you. Go to these shows and enjoy the games. Go to these shows, jump on the labyrinth, jump on Elton John, jump on everything new, jump on Elvira. And if the game's available and you can have it in a short time window and you really want it, by all means, buy it. But putting a deposit down to wait for months is a sucker's game. Only fools rush in with a deposit unless they're guaranteed they're going to have that game in a few weeks. Otherwise, you're being foolish. And that's just my advice as you guys head towards Expo. All right, so the final point I want to make on this episode of Canadian Spinball Podcast, we've got this alien topper from Art of Pinball, Lior, and he's only making 300. And I don't like it. I don't like it. I saw this thing. I don't know how much it is. It's like 1300 bucks, 1400 bucks. And all of a sudden, right? Anytime anything's revealed, have you noticed this in the pinball world now? Anything that gets revealed, we get spammed immediately by every single distro that's covering this thing I got this. I got this. I got that. Who wants to get it now? Bye, bye, bye. And it's so annoying. But the most annoying part about this topper that doesn't make any sense, they marketed this topper as an optional thing for the Ellen Ripley edition of the game, which is not limited. And then they're saying this topper is limited to only 300 units. So why would you do this if you're pinball brothers? It's almost like they're acting as a conduit for Lior's normal, like fake scarcity mod strategy, right? He's always like, I'm only making 200 of these. I'm only making 500 of those. If you want to make all of your customers happy, why wouldn't you just sell to every single alien owner who wants the topper? Why do you want to tell some of your customers who spent thousands with you that they're not going to be able to make their machine the way they want to make their machine? It makes no sense. The only person this helps out is Lior and the people who will scalp these things who don't even own Alien Machines. So I don't like that they're only making 300. And if you want to make a topper limited, it should be connected to a very specific LE version of the game. So if they really wanted to make the Ellen Ripley version special, then it should have an exclusive Ellen Ripley topper. But that's not what they did. And again, I just think all these pinball companies need to be very careful. We're in a period now where almost every single company has fleeced its own consumer base. Everyone's been greedy. Everyone's been treating their customers a little unfairly. I don't think every company has. I would say I don't think Spooky's done this to its customers. Barrel of Seagulls hasn't done it to its customers yet. But Stern Pinball has been fleecing everybody this year. Jersey Jack Pinball has been handing their owners nothing but huge financial losses. They got greedy with how much they asked for their last two games that were like barren games. You know, Chicago Gaming Company once again has screwed over everybody that pre-ordered Pulp Fiction. There's absolutely no conversation or momentum about Pulp Fiction. You know, it's a real dicey game, pinball. Dutch Pinball has been good to its customers. You know, they're finally getting all the EAs made. But we're at a very interesting point in pinball right now. And I hear from a lot of you, a lot of us at these prices. we want to be treated fairly we almost want to be treated like royalty for how much money these games are costing and every time Seth Davis re-releases a game or throws a new LE out into the Stern world he is absolutely destroying all of the goodwill that Gary and George built with the community over the years Stern Pinball has the most to lose because they're absolutely going to flood their distributors with so much product they can't move. It's like Venom came out two years ago. Did we forget all of the inventory of Venom they're sitting on? Now they got to sit on these Jurassic Parks. Then they're going to sit on these Elviras. We can see through these cheap tricks. It's a cheap trick to change the artwork and turn a premium into an LE and try to charge us three, four, $5,000 more than we used to have to spend on the game. I'm not falling for it. Are you falling for it? Everybody have a great time at Expo. Look to the entrance door. Maybe Kanae is going to walk through it. Maybe he's not. Everyone's going to be paranoid. I really want to go to that media mixer. I heard something good about it. I think I might have to hop on a plane tomorrow and get through that door for the media mixer. Everybody have a great day. We'll talk to you soon. The final count you
  • Stern Pinball is flooding distributors with oversupply via rerelease strategies (changing artwork on Premiums to create new LEs)

    medium confidence · Host criticizes Seth Davis's releases as 'cheap trick to change the artwork and turn a premium into an LE'

  • Jaws (Keith Elwin/Stern) launching in December is the only machine worth rushing on; others will devalue quickly

    low confidence · Host singles out 'Jaws SLE' as the only game to move quickly on, implying scarcity relative to others

  • @ ~33:00
  • “It's a cheap trick to change the artwork and turn a premium into an LE and try to charge us three, four, $5,000 more than we used to have to spend on the game. I'm not falling for it.”

    Host (Kaneda) @ ~34:00 — Frames Stern's rerelease strategy as deceptive and calls for collector resistance

  • Steve Ritchie
    person
    Seth Davisperson
    Keith Elwinperson
    Liorperson
    Jack Guarneriperson
    Elton Johngame
    Labyrinthgame
    Jawsgame
    Guns N' Rosesgame
    Toy Story 4game
    The Godfathergame
    Aliengame
    Scooby-Doogame
    Pulp Fictiongame
    Pinball Expoevent
    Kanedaperson
  • ?

    product_strategy: Stern Pinball strategy of converting Premiums into new LEs by changing artwork to justify $3,000-$5,000 price increases criticized as artificial segmentation.

    high · Host characterizes this as 'cheap trick to change the artwork and turn a premium into an LE and try to charge us three, four, $5,000 more than we used to have to spend on the game'

  • ?

    product_concern: Art of Pinball Alien Ripley topper limited to 300 units despite Alien being unlimited edition, creating artificial scarcity that only benefits secondary market scalpers, not customers.

    high · Host criticizes 'The only person this helps out is Lior and the people who will scalp these things who don't even own Alien Machines' and questions why Pinball Brothers would tell customers they can't customize their machines

  • ?

    industry_signal: Host ranks manufacturers by customer treatment: Spooky and Barrels of Fun praised; Stern, JJP, Chicago Gaming, and others criticized for greed and exploitation.

    medium · Host explicitly states 'I don't think Spooky's done this to its customers. Barrel of Seagulls hasn't done it to its customers yet' while naming Stern, JJP, Chicago Gaming, and others as having fleeced consumers

  • $

    market_signal: Pinball Expo concentrated reveal of multiple major titles (Elton John, Labyrinth, etc.) followed by December Jaws launch creates unsustainable hype cycle and forces collectors to choose between deposits.

    high · Host notes 'It's like a few times a year, all these manufacturers decide to make the biggest marketing mistake and reveal all of their things on top of each other' and asks 'how are they going to maintain hype for the labyrinth? How's that going to happen? It's not going to happen'

  • ?

    rumor_hype: Host hints at an unannounced 'mystery game' coming before Back to the Future that the community doesn't know about yet.

    low · Host states 'there's another crazy collector game coming out that nobody knows about that I know about' without revealing details

  • ?

    product_launch: Host observes Barrels of Fun successfully launching Labyrinth with 1,100 units on the line, proving manufacturer can meet production commitments if properly planned.

    high · Host contrasts JJP's no-inventory reveal with Barrels of Fun 'at least launched the game while the game's on the line,' implying successful execution relative to JJP's approach

  • ?

    historical_signal: Steve Ritchie's departure from Stern to Jersey Jack framed as critical inflection point; Elton John positioned as career-defining test after lukewarm Toy Story 4 and Godfather receptions.

    high · Host describes Ritchie as 'king of pinball' at 'moment of truth' and 'crossroads' where he must 'put up or shut up'; stakes explicitly tied to JJP's recent sales performance