Condensed Consolidated Balance Sheets - USD ($) $ in Thousands	Mar. 31, 2025	Dec. 31, 2024
Current assets:
Cash and cash equivalents	$ 273,736	$ 220,584
Short-term investments	48,935	79,667
Inventory	76,096	64,427
Prepaid expenses and other current assets	48,197	31,153
Total current assets	446,964	395,831
Restricted cash	1,223	856
Goodwill	117,753	112,728
Property, equipment, and software, net	155,707	82,083
Intangible assets, net	43,431	43,410
Operating lease right-of-use assets	62,198	10,881
Deferred tax assets, net	62,493	61,603
Other long-term assets	1,942	147
Total assets	891,711	707,539
Current liabilities:
Accounts payable	108,919	91,180
Accrued liabilities	56,942	53,013
Deferred revenue	110,765	75,285
Operating lease liabilities	3,736	1,889
Total current liabilities	280,362	221,367
Operating lease liabilities	59,648	9,456
Other long-term liabilities	2,440	0
Total liabilities	342,450	230,823
Commitments and contingencies
Stockholders' equity:
Common stock – Class A shares, par value $0.0001, 2,750,000,000 shares authorized and 215,206,274 and 212,459,586 shares issued and outstanding as of March 31, 2025 and December 31, 2024, respectively; Class V shares, par value $0.0001, 10,000,000 shares authorized and 8,377,623 shares issued and outstanding as of March 31, 2025 and December 31, 2024	22	22
Additional paid-in capital	742,055	719,155
Accumulated other comprehensive loss	(164)	(324)
Accumulated deficit	(192,652)	(242,137)
Total stockholders' equity	549,261	476,716
Total liabilities and stockholders' equity	$ 891,711	$ 707,539