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Consolidated Statements of Operations and Comprehensive Loss - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Revenues     $ 3,797 $ 14,933 $ 16,946
Operating expenses:          
Research and development     50,157 43,436 39,469
General and administrative     36,741 20,999 20,305
Truck and freight operations     24,771 9,013 7,662
Sales and marketing     4,753 3,204 3,359
Total operating expenses     116,422 76,652 70,795
Loss from operations $ (38,710) $ (9,460) (112,625) (61,719) (53,849)
Other (expenses) income:          
Interest expense     (4,096) (4,951) (5,407)
Interest income and other, net     (1,327) 895 2,194
Loss on issuance of equity instruments     (210,722) 0 0
Change in fair value of second lien loans     (24,387) 0 0
Change in fair value of simple agreements for future equity     (190,075) (4,109) 0
Total other expenses, net     (472,897) (7,739) (3,087)
Net loss before income taxes     (585,522) (69,458) (56,936)
Income taxes     (3) (1) (9)
Net loss     (585,525) (69,459) (56,945)
Unrealized gains (losses) on marketable securities, net of tax     22 0 (10)
Comprehensive loss     $ (585,503) $ (69,459) $ (56,955)
Net loss per common share, basic (in dollars per share)     $ (6.42) $ (1.19) $ (0.98)
Net loss per common share, diluted (in dollars per share)     $ (6.42) $ (1.19) $ (0.98)
Weighted-average common shares outstanding, basic (in shares)     91,225 58,410 57,932
Weighted-average common shares outstanding, diluted (in shares)     91,225 58,410 57,932
Common stock warrants          
Other (expenses) income:          
Change in fair value of warrants     $ (35,018) $ 0 $ 0
Redeemable convertible preferred stock warrants          
Other (expenses) income:          
Change in fair value of warrants     $ (7,272) $ 426 $ 126