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BHVR's problem with what they choose to balance
I'm not going to tell you that the billy nerf, bubba buff, and perk changes were awful. BUT, I do think this shows that BHVR only work on what they want to and not what needs to be changed. I'll split this up into sections..
Section 1: The Billy Nerf
After having played the new Billy a few times, I can safely say that the overheat mechanic is not really that big of a nerf. It never really affects you unless you miss like 8 saws or something. In fact, you can still easily 4 man slug with IF without overheating. This shows that the overheat feature was completely unnecessary as it does basically nothing anyway, and it seems like a huge waste of time. I'm not even gonna go into the add-ons here.
Section 2: The Bubba Buff
I think the buff to Bubba was actually OK, so not as much to say here. However, the main problem they said they wanted to fix was the opportunity for Bubba to facecamp. Again, after playing Bubba I can say that it is still very much possible to facecamp with him as you can rev your chainsaw in time to kill the unhooked an unhooker.
Section 3: The Perk Changes
I think the changes to these perks were all OK, aside from knock-out which i think actually got nerfed. The real problem I have here is that all these perks they buffed, aside from tinkerer, didn't really need a buff. Lightborn, for instance, basically got nothing as the perks core function remains the same and the aura reading thing is useless. Franklins was a perk which I didn't think was a high priority for a buff but it's alright, I guess.
I think BHVR really needs to look at things that actually need buffs/nerfs instead of developing an overheat mechanic which does basically nothing in most situations and buffing/nerfing perks which didn't really need it. There are so many perks that could easily have their numbers tweaked which would become more viable, but for some reason BHVR never does it. I don't know why it takes them so long to change things which could easily be changed with practiacally no effort.