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CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
 12 Months Ended
Dec. 31, 2022
Dec. 31, 2021
Dec. 31, 2020
Cash flows from operating activities:      
Net income $ 397,362,000 $ 145,449,000 $ 133,995,000
Adjustments to reconcile net income to net cash provided by operating activities:      
Depreciation and amortization 58,775,000 30,846,000 18,103,000
Amortization of marketable securities premiums, net of accretion of purchase discounts (2,632,000) 1,593,000 0
Provision for doubtful accounts 119,000 477,000 425,000
Asset impairments 1,200,000 0 0
Non-cash interest expense 8,167,000 44,387,000 18,825,000
Loss on partial settlement of convertibles notes 0 56,497,000 3,037,000
Deemed repayment of convertible notes attributable to accreted debt discount 0 (15,718,000) (3,132,000)
Gain on settlement of debt securities 0 (6,569,000) 0
Change in fair value of debt securities (735,000) (3,042,000) 0
Stock-based compensation 216,802,000 114,286,000 42,503,000
Change in fair value of derivatives 0 0 44,348,000
Deferred income taxes 3,633,000 (31,241,000) (17,117,000)
Changes in operating assets and liabilities:      
Accounts receivable (107,556,000) (151,160,000) (34,321,000)
Inventory (75,273,000) (29,258,000) (9,708,000)
Prepaid expenses and other assets (68,423,000) (26,885,000) (14,636,000)
Accounts payable, accrued and other liabilities 133,416,000 117,183,000 35,695,000
Warranty obligations 57,773,000 27,016,000 8,815,000
Deferred revenues 122,189,000 78,167,000 (10,498,000)
Net cash provided by operating activities 744,817,000 352,028,000 216,334,000
Cash flows from investing activities:      
Purchases of property and equipment (46,443,000) (52,258,000) (20,558,000)
Purchase of intangible asset 0 (250,000) 0
Investments in private companies (16,000,000) (58,000,000) (5,010,000)
Redemption of investment in private companies 0 26,569,000 0
Business acquisitions, net of cash acquired (62,162,000) (235,652,000) 0
Purchases of marketable securities (907,430,000) (934,956,000) 0
Maturities of marketable securities 660,129,000 35,000,000 0
Net cash used in investing activities (371,906,000) (1,219,547,000) (25,568,000)
Cash flows from financing activities:      
Issuance of convertible notes, net of issuance costs 0 1,188,439,000 312,420,000
Purchase of convertible note hedges 0 (286,235,000) (89,056,000)
Sale of warrants 0 220,800,000 71,552,000
Principal payments and financing fees on debt 0 (1,694,000) (2,575,000)
Partial repurchase of convertible notes 0 (290,247,000) (40,728,000)
Proceeds from exercise of equity awards and employee stock purchase plan 10,370,000 7,484,000 8,395,000
Repurchase of common stock 0 (500,000,000) 0
Payment of withholding taxes related to net share settlement of equity awards (27,496,000) (29,136,000) (68,330,000)
Net cash provided by (used in) financing activities (17,126,000) 309,411,000 191,678,000
Effect of exchange rate changes on cash and cash equivalents (1,857,000) (1,955,000) 826,000
Net increase (decrease) in cash and cash equivalents 353,928,000 (560,063,000) 383,270,000
Cash and cash equivalents—Beginning of period 119,316,000 679,379,000 296,109,000
Cash and cash equivalents—End of period 473,244,000 119,316,000 679,379,000
Supplemental cash flow disclosure:      
Cash paid for interest 455,000 733,000 1,875,000
Cash paid for income taxes 33,168,000 4,823,000 3,452,000
Supplemental disclosures of non-cash investing and financing activities:      
Purchases of property and equipment included in accounts payable 17,396,000 7,498,000 3,630,000
Purchases of property and equipment through tenant improvement allowance 748,000 0 0
Contingent consideration in connection with the acquisition $ 0 $ 3,500,000 $ 0