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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Cash flows from operating activities    
Net income (loss) $ 234,093 $ (35,459)
Adjustments to reconcile net loss to net cash provided by operating activities:    
Depreciation and amortization 60,357 56,854
Stock-based compensation 40,721 6,121
Amortization of debt discount and debt issuance costs 878 873
Non-cash interest expense on convertible notes 3,416 3,400
Unrealized foreign currency (gains) losses, net (1,474) (26,823)
Deferred income taxes (294,878) (1,335)
Cumulative loss of instrument-specific credit risk related to settlement of the 2021 Notes 19,868 0
Loss on vehicle asset disposals 542 415
Loss on change in fair value of the 2021 Notes 25,239 57,554
Other, net 1,011 1,815
Changes in operating assets and liabilities:    
Accounts receivable, net (18,292) (12,339)
Prepaid expenses and other assets (47,306) 2,384
Accounts payable 985 (1,031)
Accrued and other liabilities 24,131 14,223
Net cash provided by operating activities 49,291 66,652
Cash flows from investing activities    
Purchases of vehicle assets (122,562) (80,180)
Tariff refund for vehicle assets 535 0
Purchases of non-vehicle assets (10,589) (6,355)
Net cash used in investing activities (132,616) (86,535)
Cash flows from financing activities    
Proceeds from exercises of stock options and other common stock issuances 3,989 2,741
Settlement of promissory notes issued in exchange for the early exercise of stock options 9,100 0
Deferred offering costs paid (5,585) 0
Net cash provided by financing activities 7,895 2,796
Effect of exchange rate changes on cash and cash equivalents, and restricted cash (678) 11,050
Net decrease in cash and cash equivalents, and restricted cash (76,108) (6,037)
Cash and cash equivalents, and restricted cash, beginning of period 415,301 300,332
Cash and cash equivalents, and restricted cash, end of period 339,193 294,295
Reconciliation of cash, cash equivalents, and restricted cash to the unaudited condensed consolidated balance sheets    
Cash and cash equivalents 278,065 251,421
Restricted cash 61,128 42,874
Total cash, cash equivalents, and restricted cash 339,193 294,295
Supplemental disclosures of cash flow information    
Income taxes, net of refunds 2,417 4,349
Interest 5,703 5,703
Non-cash investing and financing activities:    
Property and equipment financed by accounts payable and accrued expenses 16,206 10,526
Deferred offering costs not yet paid 3,058 0
Consideration for promissory note settlement in the form of common stock 890 0
Conversion of 2020 Notes to common stock    
Non-cash investing and financing activities:    
Conversion of Notes to common stock 211,423 0
Conversion of 2021 Notes to common stock    
Non-cash investing and financing activities:    
Conversion of Notes to common stock 683,174 0
Preferred Stock Warrants    
Cash flows from financing activities    
Proceeds from exercises of stock warrants 0 55
Common Stock Warrants    
Cash flows from financing activities    
Proceeds from exercises of stock warrants $ 391 $ 0