There are few corners of medtech that capture the imagination quite like surgical robotics.
It is one of the rare areas in medicine where technology visibly bends our perception of what is possible. It combines hardware, software, imaging, artificial intelligence, and human expertise into systems that would have sounded like science fiction only a generation ago. In a world where surgeons sit at a robotic console, navigate a catheter through the beating heart, or perform a procedure from hundreds of miles away, we are reminded that medicine is ultimately limited only by our ability to imagine a better way.
That is why all of us at LSI, from Scott and me to the broader team, have always loved this market.
A decade ago, I walked into Intuitive Surgical and truly fell in love with medtech. Over the years that followed, I had the privilege of working alongside many of the pioneers who helped create this category. I saw robotics from multiple vantage points: in research environments exploring what might be possible ten years from now, inside ambitious startups trying to redefine standards of care, and at organizations like Auris Health and Johnson & Johnson working to scale transformative technologies across healthcare systems.
What struck me then, and continues to strike me today, is that surgical robotics has never really been about robots. It is about enabling physicians to do things they could not do before. To see more clearly. To move more accurately. To reach places that were previously inaccessible. To deliver care more consistently. And increasingly, to extend expertise beyond the physical limitations of geography itself.
The companies featured throughout this issue are carrying that vision forward.
Our cover story features Maggie Nixon, CEO of Capstan Medical, a leader whose career mirrors the evolution of the robotics industry itself. After spending more than two decades helping build one of the most successful robotic surgery companies in history at Intuitive Surgical, Nixon is now leading Capstan Medical's effort to bring robotic precision to one of the most complex frontiers in medicine: structural heart intervention.
What makes Capstan particularly compelling is not simply the technology itself, but what it represents. Many of the most important innovations in medtech emerge when expertise developed in one specialty is applied to another. The robotic principles that transformed minimally invasive surgery are now being adapted to catheter-based cardiovascular procedures, potentially expanding treatment options for patients who previously had few. Nixon's story is ultimately a story about how innovation compounds, how experience transfers, and how each generation of technology becomes the foundation for the next.
That same theme appears throughout the rest of this issue.
At THINK Surgical, Stuart Simpson is helping shape what he calls the "second wave" of orthopedic robotics. Rather than focusing solely on precision, THINK is rethinking the relationship between robotics, workflow, and surgeon choice through an open-platform approach that challenges many of the assumptions that have defined the category to date.
In parallel, XCath Robotics is pursuing a vision that may have seemed impossible only a few years ago. Following the completion of the world's first clinical telerobotic stroke procedure, Eduardo Fonseca and his team are working toward a future in which life-saving neurovascular expertise can be delivered regardless of where a patient happens to live.
Even with these exceptional innovations, the opportunity remains enormous.
In this issue, we map many more notable surgical robotics companies spanning the full company lifecycle, from emerging innovators to commercial-stage leaders. The landscape demonstrates both the maturity of the category and the remarkable amount of innovation still ahead. Despite decades of progress, it still feels as though we are in the early innings of what robotics can ultimately become and the impact they can have on human health.
For readers who want to explore the market beyond the pages of this magazine, much of our ongoing robotics coverage now lives inside Compass AI. Through proprietary company profiles, funding data, market research, executive interviews, startup presentations, and AI-powered research tools, Compass allows subscribers to track companies and act on trends across surgical robotics and the broader medtech ecosystem. The landscape is evolving quickly, and our goal is to provide the intelligence needed to understand not only where the market stands today, but where it is headed next.
When I first entered this industry, robotic surgery felt like a glimpse into the future. Today, many of those once-radical ideas are routine clinical practice. And now, a new wave of bold innovators featured in this issue is taking up the mantle and building what comes next.
Alongside Scott and our team, I am honored to share their stories.
All the best,
Scott Pantel & Henry Peck
Editors-in-Chief, The Lens
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