Condensed Consolidated Statements of Cash Flows - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024
Operating activities:
Net loss	$ (255,418)	$ (136,655)
Adjustments to reconcile net loss to net cash provided by operating activities:
Depreciation and amortization	29,388	23,178
Amortization of premiums and accretion of purchase discounts on investment securities	32	(633)
Stock-based compensation	261,822	202,502
Non-cash lease expense	14,751	11,169
Non-cash expense recovery	(1,084)	(80)
Amortization of debt discount and issuance cost		991
Change in fair value of warrants and preferred stock of related party equity investment	(3,235)
Foreign exchange adjustment	49	356
Non-cash interest expense	(20)	2,680
Changes in operating assets and liabilities:
Accounts receivable	27,786	(28,587)
Inventory	(19,900)	(7,965)
Operating lease right-of-use assets	88
Prepaid expenses and other assets	(8,982)	13,663
Accounts payable	12,346	10,841
Accrued compensation	48,200	27,265
Operating lease liabilities	(14,245)	(12,484)
Other accrued liabilities	48,197	(22,526)
Deferred revenue	1,638	(938)
Cash provided by operating activities	141,413	82,777
Investing activities:
Purchases of investments		(122,010)
Proceeds from sale of investments		24,822
Proceeds from maturity of investments	22,000	307,400
Purchases of property and equipment, net	(70,117)	(48,305)
Investment in related party		(2,670)
Cash paid for acquisition of intangible assets	(12,500)	(10,495)
Cash (used in) provided by investing activities	(60,617)	148,742
Financing activities:
Proceeds from exercise of stock options	2,819	10,368
Proceeds from issuance of common stock under employee stock purchase plan	12,236	8,862
Cash provided by financing activities	15,055	19,230
Net change in cash, cash equivalents and restricted cash	95,851	250,749
Cash, cash equivalents and restricted cash, beginning of period	945,587	642,095
Cash, cash equivalents and restricted cash, end of period	1,041,438	892,844
Supplemental disclosure of cash flow information:
Cash paid for interest	3,078	6,785
Non-cash investing and financing activities:
Purchases of property and equipment in accounts payable and accruals	(1,789)	854
Acquisition of warrants and warrants receivable		9,424
Amounts accrued for acquisition of intangible assets	17,500	1,400
Issuance of common stock for bonuses	32,875	24,071
Stock-based compensation included in capitalized software development costs	$ 2,275	$ 1,729