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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 29,077 $ 45,776
Marketable securities 21,195 9,139
Accounts receivable, net 3,362 1,831
Prepaid expenses 4,182 3,458
Other current assets 7,174 5,544
Total current assets 64,990 65,748
Property and equipment, net 55,755 42,949
Operating lease right-of-use assets, net 24,929 15,873
Capitalized internal-use software, net 41,460 41,801
Other assets 4,396 2,187
Total assets 191,530 168,558
Current liabilities:    
Accounts payable, accrued expenses and other current liabilities 8,714 9,043
Finance lease liabilities and lease financing obligations, current 15,208 16,327
Operating lease liabilities, current 4,973 4,026
Deferred revenue, current 30,386 30,407
Total current liabilities 59,281 59,803
Finance lease liabilities and lease financing obligations, non-current 20,252 13,142
Operating lease liabilities, non-current 21,248 12,844
Deferred revenue, non-current and other liabilities, non-current 5,466 5,147
Debt facility, non-current 2,454 0
Total liabilities 108,701 90,936
Commitments and contingencies (Note 9)
Stockholders’ Equity    
Preferred Stock, $0.001 par value; 10,000,000 shares authorized as of September 30, 2025 and December 31, 2024; zero shares issued and outstanding as of September 30, 2025 and December 31, 2024 0 0
Treasury stock, at cost; 142,069 and zero shares as of September 30, 2025 and December 31, 2024, respectively (1,185) 0
Additional paid-in capital 300,192 273,602
Accumulated deficit (216,184) (195,985)
Total stockholders’ equity 82,829 77,622
Total liabilities and stockholders’ equity 191,530 168,558
Common Class A    
Stockholders’ Equity    
Common stock, value, issued 6 5
Common Class B    
Stockholders’ Equity    
Common stock, value, issued $ 0 $ 0