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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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Tabular disclosure of allocation of amount expensed and capitalized for award under share-based payment arrangement to statement of income or comprehensive income and statement of financial position. Includes, but is not limited to, corresponding line item in financial statement.

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Tabular disclosure for stock option plans. Includes, but is not limited to, outstanding awards at beginning and end of year, grants, exercises, forfeitures, and weighted-average grant date fair value.

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Tabular disclosure of the significant assumptions used during the year to estimate the fair value of stock options, including, but not limited to: (a) expected term of share options and similar instruments, (b) expected volatility of the entity's shares, (c) expected dividends, (d) risk-free rate(s), and (e) discount for post-vesting restrictions.

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