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Condensed Consolidated Statements Of Cash Flows - USD ($)
$ in Thousands
9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Cash flows from operating activities:    
Net loss $ (52,070) $ (74,788)
Adjustments to reconcile net loss to net cash provided by operating activities    
Depreciation and amortization expense 28,758 21,432
Stock-based compensation expense 79,128 67,431
Net change in unrealized interest on held to maturity securities (3,191) (2,007)
Change in fair value of sales-based earnout liability 2,492 4,947
Accretion of acquisition consideration payable 1,068 3,323
Inventory write-down 3,882 3,481
Changes in assets and liabilities:    
Accounts receivable, net 15,705 (8,314)
Inventories (14,305) (8,751)
Prepaid expenses and other assets (3,371) (983)
Accounts payable 1,850 2,996
Accrued expenses and other liabilities 1,832 931
Net cash provided by operating activities 61,778 9,698
Cash flows from investing activities    
Purchase of held to maturity securities (929,421) (516,505)
Proceeds from maturity of held to maturity securities 562,874 610,938
Purchase of property and equipment (39,639) (20,327)
Cash paid for intangibles (208) (353)
Net cash provided by (used in) investing activities (406,394) 73,753
Cash flows from financing activities    
Tax withholding paid on behalf of employees for net share settlement (41,269) (32,566)
Proceeds from issuance of common stock 433,091 29,512
Payments for offering costs (16,059) (1,137)
Payment of contingent consideration towards earnouts (9,143) (8,551)
Payment of deferred acquisition consideration payable (1,000) (71,688)
Net cash provided by (used in) financing activities 365,620 (84,430)
Net increase (decrease) in cash and cash equivalents 21,004 (979)
Cash and cash equivalents    
Beginning of period 6,106 9,468
End of period 27,110 8,489
Supplemental disclosure of cash flow information    
Income taxes paid 177 65
Supplemental disclosure of noncash investing and financing activities    
Unpaid property and equipment 3,076 7,124
Right-of-use assets acquired under operating leases $ 405 $ 698