I disagree with the Intuitive partnership. Verb wants to disrupt and revolutionize.
ISRG's footprint is large but their tech is stale and hospitals are tired of cost, process, and size around their offerings. They breed a monopolistic framework. The SP is a potential solution to the natural progression of industry demands (single port, better patient and hospital outcomes), but for some reason they have had it on the shelf for years. Now that's stale too. ISRG also doesn't have a malleable software solution in its current form.
Alternatively, Verb wants to own the digital framework and be platform-agnostic so they can actually enhance the surgeon experience, share data, and benefit patients. They will have certain strategic partners that will likely have a place on each platform (Ethicon, advanced instrumentation), but I think they push for an open network.
I'm still 50/50 whether Titan will align with Verb, but Titan's tech will likely be adopted by a big box player or a strategic given its advantages.
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