claude-haiku-4-5-20251001 · $0.035
Podcast covers Stern customer service frustrations, Comic-Con game rumors, and secondary market pricing collapse.
Stern revealed they will announce new games in Q3 (August-September), not at Comic-Con
high confidence · Scott Larson stated Stern has said they wouldn't reveal until third quarter, which was basically August to September, and distributors confirmed nothing is scheduled until September
Ozzy Osbourne and Todd McFarlane's presence at Stern's Comic-Con booth suggests an unannounced comic book-related game
medium confidence · Co-host speculated on why these figures would be at Stern booth, suggesting Venom or Spawn connection; notes Todd McFarlane's comic art legacy and Spawn creation
Venom was rumored to release in April but has been delayed
medium confidence · Co-host stated 'I honestly think that Venom was supposed to be out in April' and notes Stern typically hits March-May window for releases
Jersey Jack Pinball had to flip the release order of Toy Story and Wonka due to licensing restrictions
high confidence · Scott Larson referenced interview with Jack Guarnieri of Jersey Jack on Saturday Morning Spectacular podcast, stating original order was Pirates, Toy Story, Guns N' Roses, then Wonka
Toy Story (JJP) is priced at $12,000, representing a significant increase from Guns N' Roses at $9,500
high confidence · Co-host stated 'Guns N' Roses was ninety-five hundred. Then they bumped it a thousand, but then to bump it again to twelve thousand?' and Scott observed it's not moving as fast as anticipated due to price
Secondary market prices for premium pinball machines have dropped significantly (approximately $1,000+ in many cases)
high confidence · Scott cited Pinside listings showing Kiss LE at $16,500, Attack from Mars LE at $15,000, Toy Story 4 at $11,300, Guns N' Roses at $9,900, Deadpool Premium at $8,700, Rush Premium at $8,200
American Pinball does not have the Sonic license
high confidence · Co-host referenced Saturday Morning Spectacular interview with David Fix and Ryan McQuaid of American Pinball confirming they don't have Sonic license, and notes Stern doesn't have it either
“You will just have to wait for the opto set to arrive and it can be replaced with a new suit.”
Stern customer support (quoted by Scott Larson) @ mid-episode — Illustrates customer service frustration — Scott perceives the phrasing 'you will just have to wait' as lacking empathy or transparency after 6 months of non-functional equipment on a $12,000+ purchase
“It's really how anything happens to support the customer to make them feel like they're a valued asset, right?”
Scott Larson @ mid-episode — Core thesis connecting customer service failures across industries (restaurant/Stern) to consumer sentiment and brand loyalty
“If Venom had been released by now, they would be touting it at San Diego Comic-Con. That's the problem.”
Co-host @ mid-episode — Core reasoning for speculation that an unannounced game is in development, inferred from presence of Ozzy Osbourne and Todd McFarlane at Stern booth
“This is the FOMO—the fear of missing out. And if there's that one game that is three years down the pipeline that you've been looking for, you're going to tunnel vision onto that and not buy the other ones.”
Scott Larson @ mid-episode — Industry business strategy explanation for why manufacturers don't pre-announce games far in advance
“We were in crazy town where you would buy a pin and you could immediately sell it for two thousand more if you could get it at sticker.”
Co-host @ late-episode — Characterizes the previous speculative bubble market for new pinball releases before 2023 correction
“I think they blew through the ceiling. And I think they're going to be selling less than they wanted to.”
Co-host — Assessment that Toy Story's $12,000 price point exceeded market tolerance, resulting in slower sales velocity
“He chose Sonic because Sega was basically free to let me do whatever I wanted as long as it was a fan project.”
Scott Larson (quoting Sonic Spinball designer) @ late-episode — Explains licensing flexibility for homebrew vs. commercial production, relevant to American Pinball Sonic situation
product_concern: Stern Rush has non-functional side scoop since delivery in January; opto sensor appears defective; customer attempted troubleshooting with drill modification, consulted designer John Borg, worked with distributor for warranty resolution
high · Scott Larson detailed multi-month troubleshooting process including opto testing, micro switch inspection, and confirmed Stern acknowledgment of defective opto requiring replacement
customer_service_signal: Stern customer support perceived as unresponsive and lacking transparency; email communication delayed, customer had to follow up multiple times over week; tone interpreted as dismissive ('you will just have to wait') despite $12,000+ purchase price
high · Scott Larson cited specific email language and contrasted it with ideal service communication; acknowledged potential for projection but expressed consumer perspective on adequacy of support
market_signal: Pinball secondary market showing significant price drops ($1,000+ across multiple titles) from previous highs; listings stalling on marketplace (e.g., Shadow at $6,900 sitting for months, Iron Maiden at $14,500 not moving)
high · Scott cited Pinside listings: Kiss LE $16,500, Toy Story 4 $11,300, Guns N' Roses $9,900 (down from $10,400 LE), Deadpool Premium $8,700, Rush Premium $8,200; noted machines 'aren't selling what they're supposed to be selling for'
sentiment_shift: Community recognizing transition from speculative bubble ('we were in crazy town') to realistic pricing; attributed to inflation and economic pressure on consumers
high · Co-host noted people were buying pins at sticker and immediately flipping for $2,000 profit; now seeing normalization. Scott attributed to 'over nine-percent inflation reported in July' and market stabilization expected 'hardest at beginning of year'
groq_whisper · $0.155
Rush (Stern) has had a non-functional side scoop since January delivery
high confidence · Scott Larson stated 'when I got Rush, the side scoop never worked' and 'it's never worked. The side scoop has never worked' since January purchase
Cactus Canyon (Jersey Jack) has significant distributor inventory that is not selling (only ~20% of allocations sold)
medium confidence · Co-host stated 'they've only sold twenty percent of that allotment, if that' and 'the standard editions are sitting in stock at distributors'
Whitewater received quality-of-life code updates to the most recent chip, including bonus hold feature and new light show
medium confidence · Scott Larson stated someone had 'done some quality-of-life updates essentially for the chip' and mentioned bonus hold and new countdown light show were additions not in original version
“Why in the world would Ozzy be at the Stern booth? Why in the world would Todd McFarlane be at the Stern booth?”
Co-host @ mid-episode — Core deductive reasoning for unannounced game speculation based on visible evidence at Comic-Con
rumor_hype: Community speculation about unannounced Stern game at San Diego Comic-Con; Ozzy Osbourne and Todd McFarlane spotted at Stern booth fueling rumors of Venom or comic book-themed title
medium · Co-host speculated on 'Why in the world would Ozzy be at the Stern booth?' and noted Todd McFarlane's comic art legacy; acknowledged this is inference from visible evidence rather than confirmation
announcement: Stern officially stated Q3 (August-September) announcement timeline for new games, not Comic-Con; distributors confirmed no releases scheduled until September
high · Scott Larson stated 'Stern has said for a while now that they weren't going to reveal until third quarter' and 'distributors have agreed that the schedule says there's nothing on the line until really September'
licensing_signal: American Pinball confirmed to have lost Sonic license; neither American Pinball nor Stern currently holds license
high · Co-host cited Saturday Morning Spectacular interview with David Fix and Ryan McQuaid of American Pinball confirming Sonic license is gone, and noted Stern doesn't have it either
product_strategy: Jersey Jack Pinball significantly raised Toy Story price to $12,000 (up from Guns N' Roses at $9,500); business model explanation: high-end boutique strategy accepting lower volume for higher margin (Ferrari/McLaren analogy)
high · Scott and co-host discussed JJP as 'boutique company' with limited releases to collectors; Scott noted this aligns with business model where 'you know you're not going to be moving as much because of the price tag' but higher margin covers volume loss
product_concern: Jersey Jack Cactus Canyon experiencing significant inventory challenges; distributors report only ~20% of allocated stock sold; machines sitting at distributors waiting on topper availability
medium · Co-host stated distributors were 'forced to take stock' and 'they've only sold twenty percent of that allotment, if that' which 'hurt you, especially going into a recession'
business_signal: Jersey Jack had to reorder release pipeline (flip Toy Story and Wonka) due to licensing restrictions and timing; early announcement would have limited flexibility for similar changes
high · Scott cited Saturday Morning Spectacular interview where Jack Guarnieri revealed original order was Pirates, Toy Story, Guns N' Roses, Wonka; had to restructure due to licensing, causing 3+ year delay for Toy Story
industry_signal: Manufacturers (Stern, JJP) avoid announcing games far in advance to maintain flexibility (FOMO, licensing changes, reordering). Information only leaks through distributor/insider channels
high · Scott explained FOMO strategy: 'if there's that one game that is three years down the pipeline that you've been looking for, you're going to tunnel vision onto that and not buy the other ones.' Co-host noted 'the only way something actually gets out is if a distributor or someone with distributor access leaks it'