Condensed Consolidated Balance Sheets - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Current assets:
Cash and cash equivalents	$ 345,778	$ 220,584
Short-term investments	283,966	79,667
Inventory	105,989	64,427
Prepaid expenses and other current assets	109,527	31,153
Total current assets	845,260	395,831
Restricted cash	0	856
Long-term investments	438,340	0
Goodwill	259,236	112,728
Property, equipment, and software, net	267,438	82,083
Intangible assets, net	194,931	43,410
Operating lease right-of-use assets	139,297	10,881
Deferred tax assets, net	84,925	61,603
Other long-term assets	3,877	147
Total assets	2,233,304	707,539
Current liabilities:
Accounts payable	198,413	91,180
Accrued liabilities	80,131	53,013
Deferred revenue	118,458	75,285
Operating lease liabilities	3,422	1,889
Earn-out liabilities	50,361	0
Total current liabilities	450,785	221,367
Convertible senior notes, net	971,023	0
Operating lease liabilities	143,578	9,456
Earn-out liabilities	49,623	0
Deferred tax liabilities, net	31,208	0
Other long-term liabilities	6,105	0
Total liabilities	1,652,322	230,823
Commitments and contingencies
Stockholders' equity:
Common stock – Class A shares, par value $0.0001, 2,750,000,000 shares authorized and 219,121,219 and 212,459,586 shares issued and outstanding as of September 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 September 30, 2025 and December 31, 2024	23	22
Additional paid-in capital	714,411	719,155
Accumulated other comprehensive income (loss)	921	(324)
Accumulated deficit	(134,373)	(242,137)
Total stockholders' equity	580,982	476,716
Total liabilities and stockholders' equity	$ 2,233,304	$ 707,539