Unless you’ve needed surgery in the past few years, Intuitive Surgical may not be a familiar name, but they're the global leader in robotic surgery, and a pioneer in the field since 1995. Robotic surgery has been steadily improving over the last two decades and is becoming the gold standard for some types of surgeries.

Adu Subramanian recently published a thorough deep dive into Intuitive Surgical on his substack, covering its history, business, and competitive advantages. This week, we sit down with Adu to talk about his extensive research in this exciting growth area and what he thinks is in store for Intuitive and the robotic surgery space.

The following companies are mentioned in this episode: ISRG, ABNB, SYK.

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