Condensed Consolidated Balance Sheets - USD ($) $ in Thousands	Sep. 30, 2024	Dec. 31, 2023
Current assets:
Cash and cash equivalents	$ 165,518	$ 96,663
Short-term investments	88,553	124,318
Inventory	49,110	22,464
Prepaid expenses and other current assets	23,194	21,608
Total current assets	326,375	265,053
Restricted cash	856	856
Goodwill	112,728	110,881
Property, equipment, and software, net	52,144	36,143
Intangible assets, net	44,818	18,574
Operating lease right-of-use assets	10,884	9,588
Deferred tax assets, net	54,318	0
Other long-term assets	138	91
Total assets	602,261	441,186
Current liabilities:
Accounts payable	75,444	43,070
Accrued liabilities	43,224	28,972
Deferred revenue	32,184	7,733
Earn-out payable	0	7,412
Operating lease liabilities	1,793	1,281
Total current liabilities	152,645	88,468
Operating lease liabilities	9,565	8,667
Other long-term liabilities	0	22
Total liabilities	162,210	97,157
Commitments and contingencies
Stockholders' equity:
Common stock – Class A shares, par value $0.0001, 2,750,000,000 shares authorized and 209,438,554 and 205,104,120 shares issued and outstanding as of September 30, 2024 and December 31, 2023, respectively; Class V shares, par value $0.0001, 10,000,000 shares authorized and 8,377,623 shares issued and outstanding as of September 30, 2024 and December 31, 2023	22	21
Additional paid-in capital	707,962	712,307
Accumulated other comprehensive income (loss)	229	(124)
Accumulated deficit	(268,162)	(368,175)
Total stockholders' equity	440,051	344,029
Total liabilities and stockholders' equity	$ 602,261	$ 441,186