CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) - USD ($) $ in Thousands	Sep. 30, 2025	Dec. 31, 2024
Current assets:
Cash, cash equivalents, and restricted cash	$ 754,739	$ 65,442
Short-term marketable securities	2,272	2,201
Accounts receivable	26,697	88,244
Supplies	49,303	39,572
Prepaid expenses and other current assets	21,234	20,270
Total current assets	854,245	215,729
Property and equipment, net	63,997	67,817
Goodwill	19,344	19,344
Other assets	46,985	40,844
Total assets	984,571	343,734
Current liabilities:
Accounts payable	28,999	27,791
Accrued expenses and other current liabilities	56,867	77,542
Current portion of indebtedness	164	60,090
Total current liabilities	86,030	165,423
Long-term indebtedness, net of debt discounts	376,296	319,438
Warrant liabilities	0	91,642
Other long-term liabilities	43,881	44,418
Total liabilities	506,207	620,921
Commitments and contingencies (see note 9)
Redeemable convertible preferred stock:
Redeemable convertible preferred stock	0	2,221,651
Shareholders' equity (deficit):
Preferred stock, $0.001 par value per share; 100,000,000 and no shares authorized as of September 30, 2025 and December 31, 2024, respectively; no shares issued and outstanding as of September 30, 2025 and December 31, 2024	0	0
Common stock $0.001 par value; 2,800,000,000 and 1,150,000,000 shares authorized as of September 30, 2025 and December 31, 2024, respectively; 283,723,897 and 36,686,819 shares issued as of September 30, 2025 and December 31, 2024, respectively; 282,103,259 and 36,504,319 shares outstanding as of September 30, 2025 and December 31, 2024, respectively; shares issued and outstanding include 23,446 and 662,000 unvested shares subject to repurchase as of September 30, 2025 and December 31, 2024, respectively	283	38
Treasury stock at cost, 1,620,638 and 182,500 shares of common stock as of September 30, 2025 and December 31, 2024, respectively	(16,917)	(330)
Additional paid-in capital	3,124,943	0
Related party promissory note receivable (see note 7)	0	(26,456)
Accumulated deficit	(2,630,693)	(2,472,300)
Accumulated other comprehensive income	748	210
Total shareholders' equity (deficit)	478,364	(2,498,838)
Total liabilities, redeemable convertible preferred stock, and shareholders' equity (deficit)	984,571	343,734
Series A Preferred Stock
Redeemable convertible preferred stock:
Redeemable convertible preferred stock	0	709,261
Series B Preferred Stock
Redeemable convertible preferred stock:
Redeemable convertible preferred stock	0	42,963
Series C Preferred Stock
Redeemable convertible preferred stock:
Redeemable convertible preferred stock	0	408,715
Series D Preferred Stock
Redeemable convertible preferred stock:
Redeemable convertible preferred stock	$ 0	$ 1,060,712