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CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS (UNAUDITED) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended 12 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Dec. 31, 2024
Dec. 31, 2023
Revenues $ 770 $ 400 $ 2,744 $ 1,227 $ 14,933 $ 16,946
Research and development 13,452 10,431 35,804 29,293 43,436 39,469
General and administrative 9,177 5,149 21,463 15,677 20,999 20,305
Truck and freight operations 6,627 2,094 16,102 5,996 9,013 7,662
Sales and marketing 1,483 934 3,290 2,520 3,204 3,359
Total operating expenses 30,739 18,608 76,659 53,486 76,652 70,795
Loss from operations (29,969) (18,208) (73,915) (52,259) (61,719) (53,849)
Interest expense (941) (1,219) (3,365) (3,760) (4,951) (5,407)
Interest income and other, net         895 2,194
Interest income and other, net (3,018) 176 (2,555) 595    
Loss on issuance of Series A cumulative redeemable convertible preferred stock (84,174) 0 (84,174) 0    
Loss on issuance of common stock (3,220) 0 (3,220) 0    
Loss on issuance of common stock warrants (123,328) 0 (123,328) 0    
Change in fair value of second lien loans (21,784) 0 (23,938) 0    
Change in fair value of simple agreements for future equity 2,473 0 (190,075) 0 (4,109) 0
Change in fair value of redeemable convertible preferred stock warrant liabilities (5,974) 107 (7,272) 321 426 126
Total other expenses, net (239,966) (936) (437,927) (2,844) (7,739) (3,087)
Net loss before income taxes (269,935) (19,144) (511,842) (55,103) (69,458) (56,936)
Income taxes 0 0 (4) (4) (1) (9)
Net loss and comprehensive loss $ (269,935) $ (19,144) $ (511,846) $ (55,107) (69,459) (56,945)
Unrealized loss on marketable securities         0 (10)
Comprehensive loss         $ (69,459) $ (56,955)
Weighted average shares outstanding, basic (in shares) 69,405 58,398 62,978 58,338 88,181 87,459
Weighted average shares outstanding, diluted (in shares) 69,405 58,398 62,978 58,338 88,181 87,459
Basic net loss per share (in USD per share) $ (3.89) $ (0.33) $ (8.13) $ (0.94) $ (0.79) $ (0.65)
Diluted net loss per share (in USD per share) $ (3.89) $ (0.33) $ (8.13) $ (0.94) $ (0.79) $ (0.65)