Intuitive Surgical's da Vinci establishes the market (2000)
The FDA cleared da Vinci for general laparoscopic surgery in July 2000, and Intuitive built a near-monopoly in soft-tissue robotic surgery. Its locked-in instrument ecosystem made recurring revenue as important as system sales.
da Vinci became the default platform for robotic prostatectomy and other soft-tissue procedures.
The instrument-ecosystem model became the template every challenger, including Medtronic, must break.
Hugo's strategy of pairing trusted instruments with a new robot is a direct attempt to crack the moat da Vinci built in the 2000s.
