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Autonomous surgeries
Healthcare

Autonomous surgeries

Scaling safe and effective procedures

Concept

Surgeries by humans are limited by our motor skills and number of doctors.

Longer Description

Autonomous science is an inevitability and so is autonomy in other settings like surgery. Tracking of general robotics progress shows a breakneck pace with RT-2 vision-language-action, Octo which performs similarly to RT-2, pi-0 trained on the largest robot interaction dataset, GeRM which mixture of experts and off-line reinforcement learning, and even diffusion models for bimanual manipulation of robots. We’ve tracked companies like Matic which bring intelligence to vacuums (and consumers).

While things such as the Da Vinci Robot have been in hospitals for years, the number of new entrants is relatively low. In some ways, this makes sense because hospitals are hard to sell to, doctors hard to replace, and too overloaded to change the status quo. However, there have been some fairly large breakthroughs and efforts we should be aware of and keep tracking. There are surgeries that surgeons really struggle with but could be valuable if we employ medical robotics. Companies building likely need to be general purpose and generally trained, while initially focusing on intractable or difficult surgical procedures. Some examples here:

  • Microsuturing of ultra-fine vessels or nerves (<1 mm diameter) - suturing capillaries in retinal surgery or in nerve grafting
  • Replacing robotics with non-invasive tumor ablation in deep or sensitive tissue (e.g., brainstem, pancreas) - Insightec proposing focused ultrasound here
  • Laparoscopic surgery inside ultra-confined spaces (e.g., fetal surgery, heart valves)
  • Surgery with real-time adaptation to deformable tissue (e.g., moving lungs, beating heart)
  • Robots could scan while they’re operating whereas human surgeons might have to switch

Other Thoughts

  • A place with increasing surgeries with less regulatory burden is in the pet/vet space. Margins and throughput also matter a lot more here because the gross profit for each patient is smaller.
  • Companies need to focus on human inaccessible but crucial surgeries - like microsuturing as a wedge

Comparable Companies

  • https://virtuososurgical.net/about/ - endoscopic surgical system delivers two robotically controlled, needle-sized manipulators
  • https://www.4dsurgical.com/
  • Endia
  • Insightec
  • Bionaut Labs (portfolio company)

Related Reading

  • https://www.science.org/doi/10.1126/scirobotics.abj2908
  • https://www.forbes.com/sites/forbestechcouncil/2024/10/01/the-worlds-first-autonomous-robot-dentist/?sh=729123c15824

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2026 Compound