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The Workhorse — Industrial & Warehouse Robotics · The Embodied Stack — Robotics

ISRG

Intuitive Surgical
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da Vinci surgical robotics — the platform monopoly with razor-blade economics

What they do

The da Vinci robotic surgery platform — sold to hospitals at ~$2M per system, then bills $1,500+ of recurring "instruments & accessories" revenue every single time a surgeon uses it. ~9,500 systems installed globally; ~3M procedures per year and growing 15-20%. Razor-and-blades economics with no real competitor . The 2024 da Vinci 5 launch refreshes the platform.