Stock-based Compensation (Tables)

6 Months Ended

Jun. 30, 2026

Share-Based Payment Arrangement [Abstract]

Schedule of Stock Option Activity

Stock option activity under the Company’s equity incentive plan was as follows:

	Options Outstanding
	Number of Options (in thousands)	Weighted–Average Exercise Price		Weighted-Average Remaining Contractual Life (in years)	Aggregate Intrinsic Value (in thousands)
Outstanding as of December 31, 2025	55,438	$	1.90
Granted	—	—
Exercised	(2,368)	0.61
Forfeited	(891)	3.08
Expired	(44)	1.37
Outstanding as of June 30, 2026	52,135	$	1.94	6.5	$	186,069
Exercisable as of June 30, 2026	37,261	$	0.98	5.8	$	155,862

Schedule of Nonvested Restricted Stock Units Activity

RSUs activity under the Company's equity incentive plan was as follows:

	Unvested RSUs Outstanding
	Number of RSUs (in thousands)	Weighted–Average Grant-Date Fair Value
Outstanding as of December 31, 2025	2,622	$	5.91
Granted	1,932	7.82
Vested	—	—
Forfeited	(411)	6.40
Outstanding as of June 30, 2026	4,143	$	6.75

Schedule of Total Stock-Based Compensation

Total stock-based compensation recorded in the Company’s condensed consolidated statements of operations and comprehensive (loss) income was as follows (in thousands):

	Three Months Ended June 30,				Six Months Ended June 30,
	2026		2025		2026		2025
Research and development	$	2,754	$	1,735	$	5,196	$	2,920

General and administrative	3,075		995		6,114		1,477
Truck and freight operations	192		109		360		177
Sales and marketing	358		174		733		317
Total stock-based compensation	$	6,379	$	3,013	$	12,403	$	4,891