Income taxes - Schedule of Deferred Tax Assets and Liabilities (Details) - USD ($) $ in Thousands	Dec. 31, 2025	Dec. 31, 2024	Dec. 31, 2023
Deferred tax assets:
Net operating loss carryforwards	$ 147,973	$ 80,541
Tax credits	10,929	10,178
Deferred revenue	6,322	2,412
Amortization	0	645
Stock-based compensation	4,539	3,808
Inventory	4,092	1,069
Capitalized R&D costs	16,784	13,753
Lease liabilities	8,802	9,093
Other deferred tax assets	653	497
Non deductible interest 163	3,839	0
Accrual and reserves	5,107	1,876
Gross deferred tax assets	209,040	123,872
Less: valuation allowances	(177,108)	(118,663)	$ (110,082)
Total deferred tax assets	31,932	5,209
Deferred tax liabilities:
Right-of-use assets	(3,927)	(3,970)
Depreciation	(1,474)	(1,137)
Amortization acquired intangibles	(26,702)	(831)
Other deferred tax liabilities	(273)	(71)
Total deferred tax liabilities	32,376	6,009
Net deferred tax liabilities	$ (444)	$ (800)