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Condensed Consolidated Statements of Cash Flows (unaudited) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Cash flows from operating activities    
Net loss $ (96,676) $ (60,093)
Adjustments to reconcile net loss to net cash used in operating activities:    
Depreciation and amortization 15,934 3,996
Stock-based compensation 12,512 431
Change in fair value of warrant liability 3,684 916
Non-cash interest expense 331 615
Non-cash interest income (637) 0
Changes in operating assets and liabilities:    
Accounts receivable 1,329 (13,900)
Advanced payments 704 41,660
Other assets (4,703) (2,766)
Accounts payable 6,596 (2,627)
Accrued expenses 4,279 5,653
Accounts payable and accrued expenses - related parties 251 213
Other liabilities 1,522 (7,889)
Right-of-use assets 932 422
Lease liabilities 1,333 (1,993)
Deferred revenue (9,936) (21,175)
Net cash used in operating activities (62,545) (56,537)
Cash Flows from investing activities:    
Purchases of property and equipment and internal-use software (16,345) (2,654)
Purchases of time deposits (125,000) 0
Proceeds from sale of short-term investments 8 0
Net cash used in investing activities (141,337) (2,654)
Cash Flows from financing activities    
Proceeds from issuance of Preferred Stock 0 115,304
Principal payments on finance leases (262) (443)
Proceeds from issuance of notes payable 0 468
Payments on Notes Payable (1,752) (2,170)
Proceeds from repayment of employee note 20 359
Repayment of Revolving Credit Facility (260,000) 0
Proceeds from exercise of stock options 452 389
Payments for taxes related to net share settlement of equity awards (1,363) 0
Net cash (used in) provided by financing activities (262,905) 113,907
Net (decrease) increase in cash and cash equivalents and restricted cash (466,787) 54,716
Balance, beginning of period 792,966 137,558
Balance, end of period 326,179 192,274
Cash and cash equivalents 326,179 176,879
Restricted cash, current 0 829
Restricted cash, non-current 0 14,566
Total cash and cash equivalents and restricted cash at the end of the period 326,179 192,274
Supplemental disclosures of cash flow information    
Cash paid for interest 4,177 5,565
Non-cash investing and financing activities    
Property and equipment additions in accounts payable 1,943 1,576
Capitalized interest (paid-in-kind) 0 800
Acquisition of internal-use software licenses and obligations 431 0
Right-of-use asset acquired in exchange for operating lease liabilities 5,066 0
Right-of-use asset acquired in exchange for finance lease liabilities 0 1,432
Net working capital adjustment from business combinations $ 3,321 $ 0