v3.26.1
NET INCOME (LOSS) PER SHARE - Schedule of Basic and Diluted Net Loss Per Share (Details) - USD ($)
$ / shares in Units, $ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Earnings Per Share, Diluted, by Common Class, Including Two Class Method [Line Items]        
Net Income (loss) attributable to common stockholders, basic $ 295,379 $ 20,505 $ 234,093 $ (35,459)
Denominator        
Weighted-average number of shares outstanding used to compute net Income (loss) per share attributable to common stockholders, basic (in shares) 11,062,716 9,557,137 10,599,919 9,486,896
Basic net income (loss) per share attributable to common shareholders, basic (in dollars per share) $ 26.70 $ 2.15 $ 22.08 $ (3.74)
Diluted net income (loss) per share        
Add: interest expense recognized for 2020 Notes $ 1,716 $ 1,759 $ 3,416  
Add: fair value adjustment recognized for 2021 Notes 240 0 25,239 $ 0
Net income (loss) attributable to common stockholders, diluted $ 297,335 $ 22,264 $ 262,748 $ (35,459)
Weighted-average effect of potentially dilutive securities:        
Stock Options (in shares) 4,178,546 2,334,001 4,375,578 0
Early Exercised Stock Options (in shares) 0 114,922 79,382 0
RSUs (in shares) 999,686 0 499,843 0
Warrants for Common Stock (in shares) 187,837 158,990 204,490 0
Convertible Preferred Stock (in shares) 6,916,489 6,916,489 6,916,489 0
Weighted-average number of shares outstanding used to compute net loss per share attributable to common stockholders, diluted (in shares) 62,881,519 31,348,696 48,056,431 9,486,896
Net loss per share attributable to common shareholders, diluted (in dollars per share) $ 4.73 $ 0.71 $ 5.47 $ (3.74)
2020 Notes        
Weighted-average effect of potentially dilutive securities:        
Notes (in shares) 12,509,591 12,267,157 11,867,403 0
2021 Notes        
Weighted-average effect of potentially dilutive securities:        
Notes (in shares) 27,026,654 0 13,513,327 0