CONDENSED STATEMENT OF CASH FLOWS (Unaudited) - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2022	Mar. 31, 2021
Cash flows from operating activities
Net income	$ 2,803	$ 13,031
Adjustments to reconcile net income to net cash, cash equivalents and restricted cash used in operations
Depreciation and amortization	10,606	4,884
Stock-based compensation expense	16,035	3,021
Non-cash lease expense	1,996	625
Deferred income taxes	0	318
Non-cash interest expense	65	65
Changes in operating assets and liabilities:
Accounts receivable	28,759	(9,410)
Inventory	(44,179)	(14,759)
Prepaid expenses and other current assets	1,618	(1,710)
Prepaid rent	0	983
Other non-current assets	(1,876)	(1,143)
Operating lease right-of-use assets	(4,073)	(2,024)
Accounts payable, accrued liabilities and other current liabilities	18,305	(13,082)
Income taxes payable	(51)	0
Deferred revenue	2,464	(15,989)
Operating lease liabilities	(1,002)	28
Interest on finance leases	51	49
Net cash, cash equivalents and restricted cash provided by (used in) operating activities	31,521	(35,113)
Cash flows from investing activities
Purchase of property and equipment	(12,782)	(30,491)
Expenditures for software development	(1,273)	(1,350)
Net cash, cash equivalents and restricted cash used in investing activities	(14,055)	(31,841)
Cash flows from financing activities
Proceeds from exercise of common stock options	270	32
Proceeds from debt	0	82,250
Tax withholding on exercise of stock options	(720)	0
Proceeds from employee stock purchase plan activity	273	0
Debt issuance and prepayment costs	0	(781)
Repayment of debt	0	(24,478)
Payments for finance leases	(696)	(382)
Net cash, cash equivalents and restricted cash (used in) provided by financing activities	(873)	56,641
Net change in cash, cash equivalents and restricted cash	16,593	(10,313)
Cash, cash equivalents and restricted cash, beginning balance	423,710	129,255
Cash, cash equivalents and restricted cash, ending balance	440,303	118,942
Reconciliation of cash, cash equivalents, and restricted cash
Cash and cash equivalents	426,465	38,942
Restricted cash, current	13,838	0
Restricted cash, non-current	0	80,000
Total cash, cash equivalents and restricted cash	440,303	118,942
Supplemental disclosure for cash flow information
Cash paid for interest	0	267
Supplemental disclosure for non-cash investing and financing matters
Early exercised stock options liability	0	46
Right-of-use assets obtained in exchange for lease obligations	2,611	18,621
Prepaid rent reclassified to right-of-use assets	50	0
Purchase of property and equipment included in accounts payable	9,235	8,623
Initial public offering costs included in accounts payable	0	547
Software development costs included in accounts payable	$ 897	$ 0