I watched the whole thing, then I watched the entire Gary Stern video from same expo.

A couple of things I got from it.  JJP is still in the learning process, and are a very long way off knowing what they are doing yet.
It will take more than 2, possibly 3 games before they even come close to being in a rythym like Stern. It will be good for pinball, but its ages away yet. If he is paying over $500 per machine for RGB Leds, he is getting taken for a ride.

Gary basically said having other companies doing well with Pinball is great for his business and for pinball in general. (I guess its llike having a Kentucky built next to a McDonalds, extra traffic for one equates to extra traffic for the other).
He also acknowledges that JJP have done well cause many others have failed.

JJP also talks about building 15 machines a day with apx 60 people on the line, whereas Gary talks about building a minimum of 25 or 26 games a day at Stern to be successful, and i counted about 80 people for the whole company.
All interesting stuff.