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Condensed Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
9 Months Ended
Sep. 30, 2021
Sep. 30, 2020
Cash flows from operating activities:    
Net loss $ (356,223) $ (197,154)
Adjustments to reconcile net loss including noncontrolling interests to net cash provided by operations:    
Depreciation and amortization 53,439 30,232
Stock-based compensation expense 221,722 62,962
Change in fair value of warrants 0 1,890
Operating lease non-cash expense 31,936  
Other non-cash charges/(credits) 1,137 1,271
Changes in operating assets and liabilities:    
Accounts receivable 77,086 (67,184)
Accounts payable (230) 6,163
Prepaid expenses and other current assets (19,501) (3,549)
Other assets (4,188) 1,359
Developer exchange liability 36,844 21,623
Accrued expenses and other current liabilities 38,098 10,430
Other long-term liability (1,022) 2,221
Operating lease liabilities (24,055) 0
Deferred revenue 616,375 630,870
Deferred cost of revenue (134,532) (155,798)
Net cash provided by operating activities 536,886 345,336
Cash flows from investing activities:    
Acquisition of property and equipment (48,331) (52,262)
Payments related to business combination, net of cash acquired (45,692) 0
Purchases of short-term investments 0 (5,991)
Maturities of short-term investments 0 54,000
Purchases of intangible assets (7,856) (451)
Net cash used in investing activities (101,879) (4,704)
Cash flows from financing activities:    
Proceeds from issuance of preferred stock for warrant exercises 0 147
Proceeds from issuance of common stock 62,278 9,654
Net proceeds from issuance of preferred stock 534,286 149,669
Net cash provided by financing activities 596,564 159,470
Effect of exchange rate changes on cash and cash equivalents 45 51
Net increase in cash and cash equivalents 1,031,616 500,153
Cash and cash equivalents    
Beginning balance 893,943 301,493
Ending balance 1,925,559 801,646
Supplemental disclosure of cash flow information:    
Cash paid for interest 0 0
Cash paid for income taxes 0 0
Supplemental disclosure of noncash investing and financing activities:    
Fair value of common stock and unregistered restricted stock units issued as consideration for business combination 31,274 0
Property and equipment additions in accounts payable and accrued expenses 32,935 23,482
Conversion of convertible preferred stock to common stock upon direct listing $ 879,113 $ 0