Condensed Consolidated Balance Sheets - USD ($) $ in Thousands	Jun. 30, 2025	Dec. 31, 2024
Current assets:
Cash and cash equivalents	$ 1,124,582	$ 220,584
Short-term investments	20,033	79,667
Inventory	141,800	64,427
Prepaid expenses and other current assets	69,151	31,153
Total current assets	1,355,566	395,831
Restricted cash	368	856
Goodwill	117,753	112,728
Property, equipment, and software, net	205,480	82,083
Intangible assets, net	40,657	43,410
Operating lease right-of-use assets	71,661	10,881
Deferred tax assets, net	84,229	61,603
Other long-term assets	1,868	147
Total assets	1,877,582	707,539
Current liabilities:
Accounts payable	105,009	91,180
Accrued liabilities	65,671	53,013
Deferred revenue	98,417	75,285
Operating lease liabilities	3,135	1,889
Total current liabilities	272,232	221,367
Convertible senior notes, net	969,467	0
Operating lease liabilities	71,786	9,456
Other long-term liabilities	1,401	0
Total liabilities	1,314,886	230,823
Commitments and contingencies
Stockholders' equity:
Common stock – Class A shares, par value $0.0001, 2,750,000,000 shares authorized and 217,381,434 and 212,459,586 shares issued and outstanding as of June 30, 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 June 30, 2025 and December 31, 2024	23	22
Additional paid-in capital	711,998	719,155
Accumulated other comprehensive income (loss)	822	(324)
Accumulated deficit	(150,147)	(242,137)
Total stockholders' equity	562,696	476,716
Total liabilities and stockholders' equity	$ 1,877,582	$ 707,539