claude-haiku-4-5-20251001 · $0.035
Pokémon LE sells out instantly; Don captures emotional rollercoaster and game analysis.
Pokémon LE had only 750 units produced, possibly 300-500 in US, with allocation going to Mad Pinball falling just short of including Don on the list
medium confidence · Don's calculation based on reported allotments: '750 of these. I'm thinking 500 for the US, 200 for EU, and then 50 for Australia. Australia only got 30.'
Pokémon LE sold out within hours, with people unable to complete purchases even when items reached checkout on Stern's direct sales
high confidence · Don witnessed PS5-like checkout failures: 'I saw somebody posting that had one of these LEs from Stern's direct sales in his cart, got to check out, and then found out it was gone.'
Stern is planning a Spike 3 conversion of Godzilla, based on NDA conversation about Spike 2 to Spike 3 transitions
medium confidence · Don recounts Stern disclosure: 'So they said, "You'll probably see this." Oh, no, they said, "You will see this for those games."' Applied to Godzilla as likely candidate.
Pokémon LE MSRP is $13,999 in US, higher overseas and in Canada
high confidence · Don states: '$13,999, $13,000, $12,999 is the MSRP for this game in the US. More overseas, more in Canada.'
The game uses full-screen anime footage from the Pokémon series rather than dot-matrix recreations, a deliberate design choice
high confidence · Don praises: 'Looking at the full-screen assets like from the anime series—like, that's what I want to see, man. I don't want to see dot matrix displays redone like on The Walking Dead.'
Betson distributor approached Don asking for full $13k wire transfer with no deposit structure or guaranteed allocation
high confidence · Don details the interaction: 'They told me, "This game's going to be in very limited demand...send us all of the money right now, wire it to us, and then we'll go ahead and try to get you one."'
The layout was originally a Jack Danger concept with wacky wire forms, then George Gomez added Bond-inspired elements on top
medium confidence · Don analyzes: 'This was probably a Jack Danger concept with some wacky wire forms or something. And then it looks like George Gomez came in and put Bond down right on top of it.'
“I'm not getting suckered into this NFT, bro. I'm not getting into this meme coin and throwing all my money in it just to see it pump and evaporate”
Don @ Early segment — Expresses initial skepticism about hype cycle before changing position; uses crypto/trading metaphor for FOMO dynamic
“I felt like my dog had died. I was just like super down and depressed...this is probably all FOMO. I'm drinking the FOMO.”
Don @ Mid-episode — Acknowledges psychological impact of FOMO and exclusion from LE purchase; raw emotional honesty about collector psychology
“Can you imagine playing this game with those Pikachu callouts over and over again? People are going to rage and like refuse to play this game because of that.”
Don @ Game analysis section — Identifies potential divisive element of Pokémon theming; contrast with Bond appeal to different demographics
“This is probably another Godzilla—not because of its complexity or gameplay, but because they're probably going to build a billion of them.”
Don @ Production speculation — Predicts long production run and mass appeal; positions Pokémon as mass-market title like Godzilla
“No distributor that I know outside of a scammer runs something like that. Can you imagine? Can you imagine sending $13,000 just to a website you found that you only know through leaking content?”
Don @ Betson distributor segment — Calls out questionable sales practices and identifies legitimate scam concerns in secondary distribution
“Godzilla is probably going to get a Spike 3 version...I think that's fine. I think that's fine.”
Don @ Late episode speculation — Confirms rumor of Spike 3 Godzilla conversion based on NDA-era Stern comments; cautiously optimistic about plan
“If you've got a location, get one of these games on it, absolutely soon...if I had a location operating right now, I would have a Pro or two ordered just to go in there.”
Don @ Location operator section — Unusual positioning: recommends game for location operators, suggesting mass-market appeal beyond collector base
business_signal: Secondary distributor (Betson) attempting predatory sales practices: full wire transfer demand with no allocation guarantee or deposit structure; positions as scam-adjacent
high · Don rejects Betson's model: 'No distributor that I know outside of a scammer runs something like that...Can you imagine sending $13,000 just to a website you found?'
community_signal: Stern's three-tier Pro/Premium/LE model continues with Pokémon; Pro positioned with near-equivalent feature set to Premium/LE, reducing margin differentiation and supporting location operator access
high · Don states: 'They're continuing the tradition of making a Pro that's just about as loaded as the Premium LE layout' and recommends Pros for location operators
design_philosophy: Pokémon adopts full-screen anime footage strategy (vs. dot-matrix recreations) as deliberate rejection of Walking Dead's design; leverages Spike 3 display capabilities
high · Don praises: 'Looking at the full-screen assets like from the anime series—that's what I want to see, man...not dot matrix displays redone like on The Walking Dead'
event_signal: Texas Pinball Festival (2-3 weeks out) expected to feature double-digit Beetlejuice Midnight Madness releases and announcements from Play Mechanix (Halo), American Pinball, Barrels of Fun, others
medium · Don anticipates: 'double-digit Beetlejuices there' and 'Is Play Mechanix going to have Halo for us?...Barrels of Fun, what are they doing?'
licensing_signal: Pokémon Company provided licensed artwork directly to Stern; Zombie Yeti arranged assets; full-screen anime footage indicates negotiated IP rights for video/audio from series
groq_whisper · $0.085
Pokémon is generating comparable hype to Godzilla and could potentially be built for 10+ years as a long-running title
medium confidence · Don speculates: 'If you're getting a Premium, there's no real urgency...This game has the potential to have some legs of being built for the next 10 years, man, like another Godzilla.'
“I don't think it will be a Limited Edition. Although Godzilla deserves like another LE, okay? Godzilla deserves a game to come out of the factory with all the Spike 3 flourishes.”
Don @ Godzilla speculation — Suggests Stern may avoid new LEs after prior backlash, but could release Spike 3 Premium with accessory kits instead
high · Don credits: 'The art came from the Pokémon Company. It was arranged by Zombie Yeti and friends' and notes full anime footage implementation
market_signal: Pokémon LE sold out in hours with PS5-era checkout failures; highest demand observed across recent Stern LE releases (John Wick, Venom, X-Men all had excess inventory)
high · Don: 'I saw somebody posting that had one of these LEs from Stern's direct sales in his cart, got to check out, and then found out it was gone' and prior LEs are 'probably buy one get one half off'
community_signal: Pokémon layout appears to be hybrid design: Jack Danger concept with wacky wire forms + George Gomez Bond-inspired revisions; unclear division of design credit
medium · Don analyzes: 'This was probably a Jack Danger concept...And then it looks like George Gomez came in and put Bond down right on top of it'
product_strategy: Pokémon LE features integrated armor, lights, foil art blades (totaling ~$2k in aftermarket equivalent value); Premium achieves 80%+ feature parity through accessory kits
high · Don calculates: 'I added up the armor, what it would cost me...all this stuff...about $2,000...given that it's about $3,000, $3,500 more, at least that is more baked-in value'
rumor_hype: Kineticist/Back to the Future Stern partnership rumor surfaced and retracted; minimal community attention despite being potential major announcement
medium · Don notes: 'I heard Kineticist was talking about that they're for sure working with Stern Pinball on building Back to the Future...they printed a retraction, and then that kind of went away'
sentiment_shift: Community narrative shift on LE scarcity: prior releases (John Wick, Venom, X-Men) over-produced leading to surplus; Pokémon LE now positioned as genuinely scarce after demand inversion
high · Don's observation of prior market: X-Men/John Wick/Venom 'are all available...buy one get one half off' vs. Pokémon selling out within hours
business_signal: Pokémon LE production artificially constrained to ~750 units (possibly 300-500 US) to drive FOMO/scarcity narrative after prior LE demand failures (John Wick, Venom saturation)
high · Don's market analysis: 'X-Men and John Wick, Venom—they're all available. Walk down to the store and grab yourself a couple of them. They're probably buy one get one half off.' Pokémon sold out within hours.
technology_signal: Stern planning systematic Spike 2-to-Spike 3 conversion of long-running titles (Godzilla, Jaws) requiring full architecture rework; not simple drop-in replacement
medium · Don recounts NDA conversation: 'the code has to all be kind of redone into the Spike 3 architecture...the wiring needs to be redone or something like that'