Upcoming posts (in no particular order): Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Fortive, and Veralto. Intuitive Surgical is an improbable success. The founding vision of SRI International (Stanford Research Institute, Intuitive’s spin-off parent) – a remote controlled robotic surgeon that could operate on wounded soldiers in distant battlefields – was nothing short of […]
Category Archives: [ISRG] Intuitive Surgical
[ISRG] Intuitive Surgical
[ISRG – Intuitive Surgical] the robot is the easy part
October 22, 2026
Upcoming posts (in no particular order): Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Fortive, [...]
Continue reading →scuttleslops
[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models
October 20, 2026
Agents are less disruptive to commerce than you think; how Match is trying to find [...]
Continue reading →scuttleslops
[scuttleslops] MRVL, APP, AMZN, Chips
October 15, 2026
Marvell connects the dots; AppLovin has most of the auctions; AWS is not worried about [...]
Continue reading →[FICO] Fair Isaac
some thoughts on FICO
October 12, 2026
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →scuttleslops
[scuttleslops] META, MU, NVDA, LW, open web advertising
October 8, 2026
strategy and challenges at Meta’s Reality Labs; the bull and bear case for memory; Europe [...]
Continue reading →