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CONSOLIDATED BALANCE SHEETS (Parenthetical)
$ in Thousands
Dec. 31, 2025
USD ($)
$ / shares
shares
Dec. 31, 2024
USD ($)
$ / shares
shares
Accounts receivable | $ [1] $ 5,747 $ 2,152
Prepaid expenses and other current assets | $ [1] 23,494 23,791
Deferred revenue | $ [2] 3,704 6,401
Deferred revenue, non-current | $ [2] 12,550 6,360
Notes payable, non-current | $ [3] $ 179,799 $ 149,231
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.0001  
Preferred stock, shares authorized (in shares) 50,000,000 109,223,404
Preferred stock, shares issued (in shares) 0 99,565,570
Preferred stock, shares outstanding (in shares) 0 99,565,570
Related Party    
Accounts receivable | $ $ 2,202 $ 1,473
Prepaid expenses and other current assets | $ 2,802 9,897
Deferred revenue | $ 1,011 400
Deferred revenue, non-current | $ 8,290 3,497
Notes payable, non-current | $ $ 32,626 $ 0
Convertible Preferred Stock (Series A, B, C and C-1)    
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.0001 $ 0.0001
Preferred stock, shares authorized (in shares) 50,000,000 50,000,000
Preferred stock, shares issued (in shares) 0 0
Preferred stock, shares outstanding (in shares) 0 0
Series A    
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Preferred stock, shares authorized (in shares) 0 56,088,617
Preferred stock, shares issued (in shares) 0 56,088,617
Preferred stock, shares outstanding (in shares) 0 56,088,617
Preferred stock, liquidation preference | $ $ 0 $ 640,005
Series B    
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Preferred stock, shares authorized (in shares) 0 30,925,502
Preferred stock, shares issued (in shares) 0 25,416,180
Preferred stock, shares outstanding (in shares) 0 25,416,180
Preferred stock, liquidation preference | $ $ 0 $ 483,190
Series C    
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Preferred stock, shares authorized (in shares) 0 22,209,285
Preferred stock, shares issued (in shares) 0 18,060,773
Preferred stock, shares outstanding (in shares) 0 18,060,773
Preferred stock, liquidation preference | $ $ 0 $ 327,561
Series C-1    
Convertible preferred stock and stockholders’ equity:    
Preferred stock, par value (in dollars per share) | $ / shares $ 0.00002 $ 0.00002
Preferred stock, shares authorized (in shares) 0 0
Preferred stock, shares issued (in shares) 0 0
Preferred stock, shares outstanding (in shares) 0 0
Preferred stock, liquidation preference | $ $ 0 $ 0
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) 0 223,340,884
Common stock, shares issued (in shares) 0 53,678,329
Common stock, shares outstanding (in shares) 0 37,040,639
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) 0 8,501,484
Common stock, shares issued (in shares) 0 8,501,484
Common stock, shares outstanding (in shares) 0 8,501,484
Class A common stock    
Convertible preferred stock and stockholders’ equity:    
Common stock, par value (in dollars per share) | $ / shares $ 0.0001 $ 0.0001
Common stock, shares authorized (in shares) 1,250,000,000 1,250,000,000
Common stock, shares issued (in shares) 220,726,547 0
Common stock, shares outstanding (in shares) 220,726,547 0
Class B common stock    
Convertible preferred stock and stockholders’ equity:    
Common stock, par value (in dollars per share) | $ / shares $ 0.0001 $ 0.0001
Common stock, shares authorized (in shares) 10,000,000 10,000,000
Common stock, shares issued (in shares) 8,501,484 0
Common stock, shares outstanding (in shares) 8,501,484 0
[1] Includes related party amounts of $2,202 and $1,473 (accounts receivable) and $2,802 and $9,897 (prepaid expenses and other current assets) as of December 31, 2025 and 2024, respectively (see Note 14).
[2] Includes related party amounts of $1,011 and $400 (deferred revenue) and $8,290 and $3,497 (deferred revenue, non-current) as of December 31, 2025 and 2024, respectively (see Note 14).
[3] Includes related party amounts of $32,626 and $0 as of December 31, 2025 and 2024, respectively (see Note 14).