claude-haiku-4-5-20251001 · $0.035
Stern revives Rush; Haggis Pinball in critical condition with 3-person crew, no Centaur builds.
Stern has renewed the Rush license and will produce Pro and Premium versions later in 2024
high confidence · Dennis: 'they have apparently renewed the license at least long enough to go ahead and do a run of pros and premiums ostensibly later this year'
Haggis Pinball is operating with approximately 3 people (skeleton crew)
high confidence · Dennis: 'Skeleton crew, we're talking approximately three people' citing local Australian resident near Haggis factory per NAP Arcade article
Haggis is producing Fathom Revisited at roughly 2 games per week
high confidence · Dennis: 'a production speed which I think they've been still trying to make Fathom revisited of roughly two games per week'
No Centaur Revisited units have been built yet despite taking pre-orders
high confidence · Dennis: 'not a single one, to my knowledge, has been built yet because they're struggling to finish Fathom'
Haggis still has supply chain issues, which is uncommon among modern pinball manufacturers
high confidence · Dennis: 'they still have supply chain issues, which is not a common problem that most pinball companies are pointing to in any way as being a barrier anymore'
Fathom Revisited was supposed to be completed by end of 2023
high confidence · Tony: 'Fathom was supposed to be done by the end of 2023'
Jersey Jack Pinball has developed a new connectivity feature to replace Scorebit
medium confidence · Dennis references Slam Tilt podcast: 'JJP...they've got pinball connect now they used to use scorebit'
Haggis was previously the most transparent pinball company but is now the most opaque
medium confidence · Tony: 'the company that was arguably the most transparent pinball company ever...has now clouded itself in so much shadow that they may be the most opaque player at this point'
“They weren't consecutive. they were two different four month stretches”
Tony (describing Ultimate Animals Dreadnought gameplay) @ early in episode — Minor—illustrates extent of ongoing warfare in game; used as comedic segue
“Skeleton crew, we're talking approximately three people”
Dennis @ pinball segment — High—confirms critical operational status of Haggis Pinball
“not a single one, to my knowledge, has been built yet because they're struggling to finish Fathom”
Tony @ Haggis discussion — Critical—states no Centaur Revisited units produced despite pre-orders
“I completely understand the consumers being petrified who have $1,000 deposits down on a game”
Tony @ Haggis discussion — High—expresses customer anxiety about deposits
“I view Dutch as an incredible story of willpower to avoid bankruptcy without considering the emotional and financial stress that they tore a whole bunch of people through for a decade”
Tony @ Haggis discussion, near end — High—reframes Dutch Pinball 'success' as cautionary tale rather than positive outcome
“Do not preorder. Do not. It's not worth it. If you're not talking about a Stern or a Jersey Jack, you're risking yourself too much”
Tony @ Haggis discussion — High—explicit consumer warning; states only Stern/JJP safe for pre-orders
“Having a company based in Australia does not make sense. That is not where the supply chain is”
Tony @ Haggis analysis — High—identifies structural problem with Haggis manufacturing location vs. sales geography
“this is a very different market now. I think it was a very different market by the time that Centaur Revisited was announced”
Tony @ Haggis discussion — High—suggests market conditions worsened between Centaur announcement and 2024
business_signal: Haggis investor search appears unsuccessful; no evidence of capital injection despite restructuring claims
medium · Dennis: 'doesn't look like they've been infused with cash'; company 'ostensibly' still looking for investor but market conditions worse since Centaur announcement
business_signal: Haggis Pinball operating at critically unsustainable level (3-person crew, 2 games/week, no Centaur builds despite pre-orders)
high · Local Australian resident observation per NAP Arcade; Zach Minney's refund acceleration; unfulfilled 2024 delivery estimates
community_signal: Pre-order ecosystem broken for all boutique manufacturers except Stern/JJP; hosts recommend avoiding pre-orders outside these two
high · Tony: 'Do not preorder. Do not...If you're not talking about a Stern or a Jersey Jack, you're risking yourself too much'; Dennis: 'Nobody ethically, in my opinion, should be taking money on any of these games at this point'
community_signal: Jersey Jack implementing achievement-based engagement (seasonal challenges, location events) leveraging Xbox 360-era game mechanics
medium · Dennis: JJP doing '12 days of kaiju' and location-based Jaws challenges; Tony confirms 'power of achievements' drives engagement
market_signal: Dutch Pinball reframed as negative precedent rather than success story; decade-long customer pain not worth celebrating
high · Tony: 'I do not view Dutch as a success story...I view it as an incredible story of willpower...without considering the emotional and financial stress that they tore a whole bunch of people through for a decade'
groq_whisper · $0.228
“Nobody ethically, in my opinion, should be taking money on any of these games at this point”
Dennis @ near end of Haggis segment — High—calls for halt to new Haggis pre-orders on ethical grounds
“I do not view Dutch as a success story...I view it as an interesting outcome. But your mileage may vary”
Tony @ end of Haggis discussion — High—clarifies stance that Dutch outcome, while positive for customers, shouldn't be celebrated as industry model
market_signal: Stern using Rush re-release as calendar filler; suggests confidence issues with upcoming cornerstone title and slower-than-expected Jaws sales legs
medium · Dennis: production calendar blank in certain months; Rush production fits October slot originally planned; Jaws 'doesn't have as long of legs as Jurassic Park and Godzilla'
community_signal: Haggis transition from most-transparent to most-opaque pinball company; communication breakdown with customers and distributors
high · Tony: 'the company that was arguably the most transparent pinball company ever...has now clouded itself in so much shadow that they may be the most opaque player at this point'; tight-lipped with distributor network
market_signal: Centaur Revisited pricing perceived as excessive for market conditions; significantly marked up over Fathom
medium · Tony: 'I thought it was way too expensive. Because it was a significant markup over Fathom for maybe as interesting of an art package'
product_strategy: Haggis Fathom Revisited dramatically behind schedule (was due end 2023, still unfinished mid-2024)
high · Dennis: 'Fathom was supposed to be done by the end of 2023'; skeleton crew production rate of ~2/week insufficient to clear backlog
product_concern: Mixed reports on Haggis build quality; parts availability issues and fulfillment delays more problematic than failure rates
medium · Dennis: 'I've heard some people say they've had parts issues'; 'you can't get parts out of them either'; 'frustrations is this whole thing about not getting games built'
business_signal: Boutique pinball manufacturers unable to compete with Stern/JJP on delivery, support, or pre-order safety; industry consolidation risk
medium · Dennis/Tony discussion implying only Stern and JJP safe for pre-orders; Haggis/Dutch crises illustrate structural disadvantage of smaller manufacturers
supply_chain_signal: Haggis experiencing ongoing supply chain issues while other manufacturers have resolved similar problems
high · Dennis: 'they still have supply chain issues, which is not a common problem that most pinball companies are pointing to'; Australian location structural disadvantage