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Stock-based Compensation (Tables) | 9 Months Ended | 12 Months Ended
--- | --- | ---
Sep. 30, 2025 | Dec. 31, 2024
Share-Based Payment Arrangement [Abstract] |  |
Schedule of stock option activity under the Company's equity incentive plan | 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, 2024 |  |  | 49,157 |  |  | $ | 0.60 |  |  |  |  |  |  |  |  |
Granted |  |  | 11,308 |  |  |  | 7.10 |  |  |  |  |  |  |  |  |
Exercised |  |  | (2,130 | ) |  |  | 0.57 |  |  |  |  |  |  |  |  |
Forfeited |  |  | (1,902 | ) |  |  | 1.40 |  |  |  |  |  |  |  |  |
Expired |  |  | (443 | ) |  |  | 0.61 |  |  |  |  |  |  |  |  |
Outstanding as of September 30, 2025 |  |  | 55,990 |  |  | $ | 1.88 |  |  |  | 7.4 |  |  | $ | 553,256 |
Exercisable as of September 30, 2025 |  |  | 32,050 |  |  | $ | 0.62 |  |  |  | 6.3 |  |  | $ | 357,707 |
| 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, 2023 |  |  | 64,357 |  |  | $ | 0.42 |  |  |  |  |  |  |  |  |
Granted |  |  | 18,727 |  |  |  | 0.31 |  |  |  |  |  |  |  |  |
Exercised |  |  | (424 | ) |  |  | 0.41 |  |  |  |  |  |  |  |  |
Forfeited |  |  | (4,780 | ) |  |  | 0.42 |  |  |  |  |  |  |  |  |
Cancelled |  |  | (2,403 | ) |  |  | 0.45 |  |  |  |  |  |  |  |  |
Expired |  |  | (1,266 | ) |  |  | 0.39 |  |  |  |  |  |  |  |  |
Outstanding as of December 31, 2024 |  |  | 74,211 |  |  | $ | 0.39 |  |  |  | 7.6 |  |  | $ | 8,729 |
Exercisable as of December 31, 2024 |  |  | 39,510 |  |  | $ | 0.41 |  |  |  | 6.6 |  |  | $ | 4,146 |
Schedule of fair value of stock options granted was estimated at the grant-date using the Black-Scholes option-pricing model |  | Fair Value of Stock Options The fair value of stock options granted was estimated at the grant-date using the Black-Scholes option-pricing model using the following assumptions:
|  | Year Ended December 31, |
|  | 2024 |  | 2023 |
Expected volatility |  | 87.0% – 91.9% |  |  | 59.4 | %
Expected term (in years) |  | 5.1 – 6.1 |  |  | 6.0 |
Risk-free interest rate |  | 3.6% – 4.3% |  |  | 4.2 | %
Expected dividend yield |  | — |  |  | — |
Schedule of stock-based compensation recorded in the Company's statements of operations and comprehensive loss | Total stock-based compensation recorded in the Company’s condensed consolidated statements of operations and comprehensive loss was as follows (in thousands):
|  | Three Months Ended September 30, |  |  | Nine Months Ended September 30, |
|  | 2025 |  |  | 2024 |  |  | 2025 |  |  | 2024 |
Research and development |  | $ | 2,228 |  |  | $ | 1,029 |  |  | $ | 5,148 |  |  | $ | 2,518 |
General and administrative |  |  | 2,475 |  |  |  | 421 |  |  |  | 3,952 |  |  |  | 988 |
Truck and freight operations |  |  | 152 |  |  |  | 59 |  |  |  | 329 |  |  |  | 145 |
Sales and marketing |  |  | 390 |  |  |  | 209 |  |  |  | 707 |  |  |  | 338 |
Total stock-based compensation |  | $ | 5,245 |  |  | $ | 1,718 |  |  | $ | 10,136 |  |  | $ | 3,989 |
| Stock-based Compensation Total stock-based compensation recorded in the Company’s statements of operations and comprehensive loss was as follows (in thousands):
|  | Year Ended December 31, |
|  | 2024 |  |  | 2023 |
Research and development |  | $ | 3,482 |  |  | $ | 3,270 |
General and administrative |  |  | 1,405 |  |  |  | 1,658 |
Sales and marketing |  |  | 454 |  |  |  | 289 |
Truck and freight operations |  |  | 209 |  |  |  | 182 |
Total stock-based compensation |  | $ | 5,550 |  |  | $ | 5,399 |

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