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axel

T3 · host / generalist

Academic surgical roboticist publishing in Science Robotics (2022, 2024). Founded Semor Surgical to commercialize autonomous soft tissue surgery. Built largest open surgical robotics dataset (150k trajectories). Collaborates with NVIDIA on Groot fine-tuning and Cosmos world models.

4 calls·2 names·100% bull·last heard 2 months ago·NVIDIA
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$MOON-SURGICALMoon Surgical

Moon Surgical's camera control feature validated as near-term autonomous surgical win

Axel (Johns Hopkins professor, Semor Surgical founder) calls Moon's camera control 'super exciting' and a 'lower hanging fruit' for autonomous laparoscopic functions. Moon CEO Yossi presents dual-arm humanoid architecture for hard tissue surgery with instrument-agnostic design and path to supervised autonomy.

NVIDIA2026-08episode →
2ndhigh conviction
$SEMOR-SURGICALSemor Surgical

Semor Surgical publishes largest surgical robotics dataset (150k trajectories) and shows Groot fine-tuning beats SOTA with 33% data

Axel (founder/CRO) presents hierarchical policy achieving 100% success on suturing subtasks, then autonomous cholecystectomy phase in vivo porcine model. Open-sourced 150k trajectory dataset (1TB) with 1000 downloads in days. Groot fine-tuned on Open H + SutureBot outperforms state-of-the-art in suturing using only 33% of data.

NVIDIA2026-08episode →

most discussed · click a bar to filter

  • $MOON-SURGICAL
  • $SEMOR-SURGICAL

recurring themes

  • Robotics & Physical AI1
  • AI in Healthcare1
4 total
$MOON-SURGICAL
Moon Surgical
HIGHaxel·NVIDIA·2 months ago·GTC SJ 2026: Physical AI for Healthcare Robotics - Simulation-First Design & Accelerated Development
Moon Surgical's camera control feature validated as near-term autonomous surgical win
Axel (Johns Hopkins professor, Semor Surgical founder) calls Moon's camera control 'super exciting' and a 'lower hanging fruit' for autonomous laparoscopic functions. Moon CEO Yossi presents dual-arm humanoid architecture for hard tissue surgery with instrument-agnostic design and path to supervised autonomy.
"super exciting that Moon Surgical already has uh the you know uh camera control uh you know other uh lowerhanging fruits that are a little less risky would be suction holding and…"
21:34
$SEMOR-SURGICAL
Semor Surgical
HIGHaxel·NVIDIA·2 months ago·GTC SJ 2026: Physical AI for Healthcare Robotics - Simulation-First Design & Accelerated Development
Semor Surgical publishes largest surgical robotics dataset (150k trajectories) and shows Groot fine-tuning beats SOTA with 33% data
Axel (founder/CRO) presents hierarchical policy achieving 100% success on suturing subtasks, then autonomous cholecystectomy phase in vivo porcine model. Open-sourced 150k trajectory dataset (1TB) with 1000 downloads in days. Groot fine-tuned on Open H + SutureBot outperforms state-of-the-art in suturing using only 33% of data.
"we collected uh over 150,000 uh you know uh trajectories with kinematics. That's the largest um surgical robotic data set uh published uh put it out on on on on Monday and already…"
19:47
$MOON-SURGICAL
Moon Surgical
MEDaxel·NVIDIA·2 months ago·GTC SJ 2026: Physical AI for Healthcare Robotics - Simulation-First Design & Accelerated Development
Moon Surgical has deployed autonomous camera control in laparoscopic surgery
Moon Surgical has already commercialized a lower-risk autonomous function (camera control) for laparoscopic surgery, representing a stepping stone toward higher autonomy in surgical robotics.
"super exciting that Moon Surgical already has the you know camera control you know other lowerhanging fruits that are a little less risky would be suction holding and tissue tract…"
21:34
$SEMOR-SURGICAL
Semor Surgical
HIGHaxel·NVIDIA·2 months ago·GTC SJ 2026: Physical AI for Healthcare Robotics - Simulation-First Design & Accelerated Development
Semor Surgical publishes largest open surgical robotics dataset (150k trajectories) and achieves SOTA in autonomous suturing
Semor Surgical's Open H dataset (150k trajectories, 1TB) and hierarchical policy framework achieve 100% success rates on fundamental surgical tasks and outperform state-of-the-art in suturing with 67% less data, demonstrating scalable imitation learning for autonomous surgery.
"we collected over 150,000 trajectories with kinematics. That's the largest surgical robotic data set published... we showed that we can outperform the state-of-the-art in suturing…"
13:07
8
Robotics & Physical AItailwind
Simulation-first pipeline unlocks autonomous surgical robotics via synthetic data and foundation models
Healthcare robotics faces a data gap (rare events, annotation scarcity, no ontologies). NVIDIA's Cosmos, Isaac SIM, and Groot enable synthetic data generation, photorealistic simulation, and foundation model fine-tuning. Semor's 150k trajectory dataset and Groot fine-tuning (33% data for SOTA performance) prove the flywheel. Moon and Lamb use same stack for hard tissue.
7
AI in Healthcaretailwind
Autonomous surgical functions (camera control, suction, traction) arriving in 2-3 years; procedure-level autonomy follows
Axel predicts autonomous laparoscopic functions (camera control, suction, tissue traction, port placement) within few years as 'lower hanging fruit.' Hierarchical vision-language-action models (Groot) enable procedure-phase autonomy (cholecystectomy clipping/cutting demonstrated). Regulatory 'crawl-walk-run' means assistive features monetize first.