claude-haiku-4-5-20251001 · $0.036
Don announces three simultaneous game arrivals and discusses pricing, code support, and community engagement in pinball.
About 700 Evil Dead machines have sold with ongoing distributor orders for tens at a time
high confidence · Don reports recent conversation with Spooky team: 'at last check about 700 of these machines uh have sold and the talk that i've been having with the spooky guys they're still getting you know orders for tens at a time from distributors'
Evil Dead is expected to reach 888 unit sellout in 2025
medium confidence · Don's prediction based on sales momentum: 'i think this game going to an 888 sellout in 2025 a foregone conclusion at this point'
Spooky Pinball is the only major manufacturer doing consistent weekly community engagement streams with creators
high confidence · Don compares engagement: 'these are the only guys that are doing a weekly engagement on twitch... between uh stern pinball jersey jack american pinball uh dutch pinball turner pinball... but these are the only guys that are consistently like every week yeah here we are interact with us'
Creating wizard modes and in-game currency features costs approximately $100,000+ per feature
medium confidence · Don reports from conversation with Dwight Sullivan: 'it's basically six figures of cash to invest to create those modes that are in there you're with all the bug testing and everything and the coding... like to end to have it like be a non-buggy process to go out like you know a hundred thousand dollars or something'
Avatar CE production playfields were showing reduced color richness compared to prototypes at Expo
medium confidence · Don's observation: 'when I saw the ones at Expo, it wasn't as impressive anymore... those at Expo were probably still not the final production versions... I wanted some of that richness back'
Stern Pinball achievement system on first play generates ~70 achievements due to beginner-friendly triggers
high confidence · Don explains Spike 2 mechanics: 'even if you're playing just like moderately okay you're gonna get like 70 achievements right away... you get achievement for plunging the ball you get achievement for like the easiest skill shot'
Dungeons & Dragons distributors had limited access (morning for distributors, afternoon for media)
“these are the only guys that are doing a weekly engagement on twitch and i think it's simulcast on youtube as well with a chat where you can just talk to the creators from the company themselves like do you have a problem with their flippers do you not like their art... you could just ask them directly”
Don @ ~07:00 — Highlights Spooky Pinball's exceptional community engagement strategy compared to competitors
“i think this game going to an 888 sellout in 2025 a foregone conclusion at this point i know the guys are overjoyed”
Don @ ~05:30 — Prediction of Evil Dead commercial success based on current sales trajectory
“when i get this thing in my home and i get this thing in my game room with that awesome topper and you turn the lights down low a little bit and you get the glow from the under cabinet lightings... and the UV mode and I turn the crank the sound up I think this is really going to be something special”
Don @ ~25:00 — Explains premium home collector experience priorities and expectations for Avatar CE
“Jaws has just been killing it. Like, that should be the measure that every Stern release is trying to get to, man. Bring in those extra modes.”
Don @ ~38:00 — Establishes Jaws as benchmark for post-launch code support and content quality
“i know from talking to Dwight Sullivan, rules and code designer at Stern Pinball, working on Dungeons & Dragons, you know we were impressing him pressing upon him that we like things like midnight madness modes”
Don @ ~36:00 — Provides insider perspective on D&D development and community feedback to designers
“for every dollar we put into this in-game currency that you can then cash in for prizes and things you know we're seeing you know $1.25 back in revenue... What they do is they build customer confidence in their games. Um, they get people playing on location.”
Don @ ~40:00 — Analyzes economic rationale behind code investment decisions and ROI challenges
“X-Men seem to have a lot of hype on the front end and then the hype quickly fell off and we're all just kind of waiting on code”
business_signal: Code update economics showing $100K+ per feature development cost without direct ROI; manufacturers hesitant to invest in free content updates
medium · Don's report from Dwight Sullivan discussion on D&D development costs; acknowledgment that intangible customer confidence benefits don't translate to dollar ROI
community_signal: Spooky Pinball's weekly Bug Scream and Stream on Twitch with creator participation contrasted as exceptional vs. other manufacturers' limited engagement
high · Don's direct observation of consistent weekly engagement; comparison with Stern, JJP, American Pinball, Dutch, Turner noted as lacking similar frequency
competitive_signal: Jaws 50th Anniversary established as benchmark for post-launch code support; John Wick and X-Men criticized for stalled development compared to Jaws standard
high · Don explicitly: 'Jaws has just been killing it. Like, that should be the measure that every Stern release is trying to get to'; X-Men and John Wick critiques of code delays
design_philosophy: Dungeons & Dragons receiving community preference feedback (midnight madness, wizard modes, currency systems); Dwight Sullivan engaged with feedback from players via Don
medium · Don reports direct conversation with Dwight about feature requests; D&D in active design phase responding to community input
market_signal: Evil Dead at ~700 units sold with ongoing distributor orders indicates strong early adoption; Don predicts 888 unit total for 2025
high · Conversation with Spooky team; pattern of distributor resupply orders described as continuous
groq_whisper · $0.137
high confidence · Don describes limited demo access: 'Distributors were invited for a few hours in the morning. Uh, media folks were invited for a couple hours in the afternoon and then like, that's it.'
Avatar CE is expected to hold value better than Toy Story 4, Godfather, and Guns & Roses CEs
medium confidence · Don's secondary market analysis: 'Guns & Roses... there's 5000 of them out there... so i think there'll be a little bit of price insulation when it comes to avatar ce on the secondary market'
Don @ ~44:00 — Reflects on X-Men's disappointing trajectory and code support delays
market_signal: Avatar CE at $15,000 raising secondary market value concerns; Don analyzing resale price floors based on recent JJP CE secondary market trends
high · Don compares Avatar CE to Elton John, Toy Story 4, Godfather, Guns & Roses CE pricing; predicts $12-12.5K floor possible but uncertain
announcement: Don confirming Evil Dead pickup this weekend (Jan 31) and Avatar CE shipping domestically; D&D expected within one week after Pinball at the Beach
high · Direct communication from Spooky and Mad Pinball; invoices received; specific dates and logistics discussed
product_concern: Avatar CE playfield color richness degraded from prototype to Expo versions; Don uncertain if production units recovered the quality
medium · Don's observation comparing Expo units to prototype he saw at factory tour; waiting to evaluate production units upon delivery
product_strategy: Dungeons & Dragons topper confirmed to include motion element (revealed by George Gomez on Don's podcast); third-party D&D topper with LCD screen and beholder projection appeared on Facebook
high · George Gomez official confirmation; unconfirmed third-party topper at $1,700 with AI-generated appearance concerns
sentiment_shift: X-Men experiencing hype decay: initial strong community enthusiasm followed by rapid decline due to delayed code content
high · Don: 'X-Men seem to have a lot of hype on the front end and then the hype quickly fell off and we're all just kind of waiting on code'