Group 1 - Robotic-assisted surgery has become a reality, with Intuitive Surgical (NASDAQ: ISRG) being a leader in this rapidly growing field, supported by a large global installed base of advanced surgical systems [1] - The company is positioned in a structurally growing industry, focusing on durable companies with economic resilience and pricing power [1] - Intuitive Surgical's business model is characterized by high capital efficiency and the ability to create long-term value, making it a compelling investment opportunity [1] Group 2 - The analysis emphasizes the importance of capital allocation strategies, margin trajectories, and unit economics in assessing the sustainability of growth and returns for companies in this sector [1] - The focus on scalable business models and network effects highlights the competitive advantages that Intuitive Surgical possesses in the market [1]