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CONDENSED CONSOLIDATED BALANCE SHEETS (Parenthetical)
$ in Thousands
Sep. 30, 2025
USD ($)
$ / shares
shares
Dec. 31, 2024
USD ($)
$ / shares
shares
Accounts receivable | $ [1] $ 7,683 $ 2,152
Prepaid expenses and other current assets | $ [1] 17,196 23,791
Deferred revenue, current(2) | $ [2] 3,616 6,401
Deferred revenue, non-current | $ [2] $ 12,430 $ 6,360
Convertible preferred stock and stockholders’ equity:    
Preferred stock, shares authorized (in shares) 141,365,814  
Common stock, shares authorized (in shares) 239,813,390 223,340,884
Common stock, shares issued (in shares) 37,578,571 37,040,639
Common stock, shares outstanding (in shares) 37,578,571 37,040,639
Related Party    
Accounts receivable | $ $ 2,226 $ 1,473
Prepaid expenses and other current assets | $ 0 9,897
Deferred revenue, current(2) | $ 1,011 400
Deferred revenue, non-current | $ $ 8,545 $ 3,497
Convertible Series A preferred stock    
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Preferred stock, shares issued (in shares) 56,088,617 56,088,617
Preferred stock, shares outstanding (in shares) 56,088,617 56,088,617
Preferred stock, shares authorized (in shares) 56,088,617 56,088,617
Preferred stock, liquidation preference | $ $ 640,005 $ 640,005
Series B Preferred Stock    
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Preferred stock, shares issued (in shares) 25,416,180 25,416,180
Preferred stock, shares outstanding (in shares) 25,416,180 25,416,180
Preferred stock, shares authorized (in shares) 30,925,502 30,925,502
Preferred stock, liquidation preference | $ $ 505,263 $ 483,190
Series C Preferred Stock    
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Preferred stock, shares issued (in shares) 26,445,232 18,060,773
Preferred stock, shares outstanding (in shares) 26,445,232 18,060,773
Preferred stock, shares authorized (in shares) 26,479,034 26,479,034
Preferred stock, liquidation preference | $ $ 494,564 $ 327,561
Series C-1 Preferred Stock    
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Preferred stock, shares issued (in shares) 23,545,451 0
Preferred stock, shares outstanding (in shares) 23,545,451 0
Preferred stock, shares authorized (in shares) 27,872,661 27,872,661
Preferred stock, liquidation preference | $ $ 422,843 $ 0
Common stock, super voting    
Convertible preferred stock and stockholders’ equity:    
Common stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Common stock, shares authorized (in shares) 8,501,484 8,501,484
Common stock, shares issued (in shares) 8,501,484 8,501,484
Common stock, shares outstanding (in shares) 8,501,484 8,501,484
Common stock, excluding super voting    
Convertible preferred stock and stockholders’ equity:    
Common stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Common stock, shares authorized (in shares) 239,813,390 223,340,884
Common stock, shares issued (in shares) 37,578,571 37,040,639
Common stock, shares outstanding (in shares) 37,578,571 37,040,639
[1] Includes related party amounts of $2,226 and $1,473 (accounts receivable) and $0 and $9,897 (prepaid expenses and other current assets) as of September 30, 2025, and December 31, 2024, respectively (see Note 14).
[2] Includes related party amounts of $1,011 and $400 (deferred revenue, current) and $8,545 and $3,497 (deferred revenue, non-current) as of September 30, 2025, and December 31, 2024, respectively (see Note 14).