v3.24.3
Consolidated Statements of Convertible Preferred Stock and Stockholders' Equity (Deficit) - USD ($)
$ in Thousands
Total
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering
Additional Paid-in Capital
Additional Paid-in Capital
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Class A
Class A
Common Stock
Class A
Common Stock
Conversion of Class B common stock to Class A common stock
Class A
Common Stock
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering
Class A
Additional Paid-in Capital
Class B
Class B
Common Stock
Class B
Common Stock
Conversion of Class B common stock to Class A common stock
Class B
Common Stock
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering
Beginning balance (in shares) at Dec. 31, 2022 73,021,449                            
Beginning balance at Dec. 31, 2022 $ 1,853,492                            
Ending balance (in shares) at Sep. 30, 2023 73,021,449                            
Ending balance at Sep. 30, 2023 $ 1,853,492                            
Beginning balance (in shares) at Dec. 31, 2022               6,381,936         51,410,111    
Beginning balance at Dec. 31, 2022 (379,064)   $ 250,460   $ (3,792) $ (625,738)   $ 0         $ 6    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                              
Issuance of common stock upon exercise of stock options, net (in shares)               305,176         107,691    
Issuance of common stock upon exercise of stock options, net 2,585   2,585                        
Issuance of common stock upon settlement of restricted stock units, net (in shares)               221,612              
Issuance of common stock upon settlement of restricted stock units, net (4,229)   (4,229)                        
Stock-based compensation expense 31,975   31,975                        
Vesting of early exercised stock options 603   603                        
Net income (loss) (109,358)         (109,358)                  
Change in other comprehensive income (loss) 2,252       2,252                    
Ending balance (in shares) at Sep. 30, 2023               6,908,724         51,517,802    
Ending balance at Sep. 30, 2023 $ (455,236)   281,394   (1,540) (735,096)   $ 0         $ 6    
Beginning balance (in shares) at Jun. 30, 2023 73,021,449                            
Beginning balance at Jun. 30, 2023 $ 1,853,492                            
Ending balance (in shares) at Sep. 30, 2023 73,021,449                            
Ending balance at Sep. 30, 2023 $ 1,853,492                            
Beginning balance (in shares) at Jun. 30, 2023               6,813,418         51,494,951    
Beginning balance at Jun. 30, 2023 (458,426)   271,086   (1,805) (727,713)   $ 0         $ 6    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                              
Issuance of common stock upon exercise of stock options, net (in shares)               95,306         22,851    
Issuance of common stock upon exercise of stock options, net 794   794                        
Stock-based compensation expense 9,392   9,392                        
Vesting of early exercised stock options 122   122                        
Net income (loss) (7,383)         (7,383)                  
Change in other comprehensive income (loss) 265       265                    
Ending balance (in shares) at Sep. 30, 2023               6,908,724         51,517,802    
Ending balance at Sep. 30, 2023 $ (455,236)   281,394   (1,540) (735,096)   $ 0         $ 6    
Beginning balance (in shares) at Dec. 31, 2023 73,021,449                            
Beginning balance at Dec. 31, 2023 $ 1,853,492                            
Total Convertible Preferred Stock                              
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering (in shares) (73,021,449)                            
Conversion of redeemable convertible preferred stock to common stock in connection with initial public offering $ (1,853,492)                            
Beginning balance (in shares) at Dec. 31, 2023             7,099,700 7,099,700       53,904,204 53,904,204    
Beginning balance at Dec. 31, 2023 $ (412,922)   302,820   814 (716,562)   $ 0         $ 6    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                              
Issuance of common stock upon exercise of stock options, net (in shares) 11,047,254             7,978,918         3,068,105    
Issuance of common stock upon exercise of stock options, net $ 62,933   62,933                        
Issuance of common stock upon settlement of restricted stock units, net (in shares)               9,328,868         985,166    
Issuance of common stock upon settlement of restricted stock units, net (269,650)   (269,651)         $ 1              
Conversion of stock (in shares)                 68,633,644 5,104,017       (68,633,644) 67,917,432
Conversion of stock 0 $ 1,853,494   $ 1,853,486         $ 8 $ 1       $ (8) $ 7
Issuance of common stock in connection with initial public offering, net of underwriting discounts and commissions and other offering costs (in shares)               18,576,527              
Issuance of common stock in connection with initial public offering, net of underwriting discounts and commissions and other offering costs 576,268   576,266         $ 2              
Issuance of Class A common stock in connection with acquisitions (in shares)               191,821              
Issuance of Class A common stock in connection with acquisitions 2,786                   $ 2,786        
Stock-based compensation expense 716,532   716,532                        
Vesting of early exercised stock options 143   143                        
Net income (loss) (555,312)         (555,312)                  
Change in other comprehensive income (loss) 3,336       3,336                    
Ending balance (in shares) at Sep. 30, 2024             116,913,495 116,913,495       57,241,263 57,241,263    
Ending balance at Sep. 30, 2024 $ 1,977,608   3,245,315   4,150 (1,271,874)   $ 12         $ 5    
Beginning balance (in shares) at Jun. 30, 2024 0                            
Beginning balance at Jun. 30, 2024 $ 0                            
Beginning balance (in shares) at Jun. 30, 2024               62,479,462         103,154,629    
Beginning balance at Jun. 30, 2024 1,893,835   3,196,549   (1,004) (1,301,727)   $ 6         $ 11    
Increase (Decrease) in Stockholders' Equity [Roll Forward]                              
Issuance of common stock upon exercise of stock options, net (in shares)               4,584,780         2,254,457    
Issuance of common stock upon exercise of stock options, net 38,001   38,001                        
Issuance of common stock upon settlement of restricted stock units, net (in shares)               1,165,940         323,669    
Issuance of common stock upon settlement of restricted stock units, net (66,798)   (66,798)                        
Conversion of stock (in shares)                 48,491,492         (48,491,492)  
Conversion of stock 0               $ 6         $ (6)  
Issuance of Class A common stock in connection with acquisitions (in shares)               191,821              
Issuance of Class A common stock in connection with acquisitions 2,786                   $ 2,786        
Stock-based compensation expense 74,758   74,758                        
Vesting of early exercised stock options 19   19                        
Net income (loss) 29,853         29,853                  
Change in other comprehensive income (loss) 5,154       5,154                    
Ending balance (in shares) at Sep. 30, 2024             116,913,495 116,913,495       57,241,263 57,241,263    
Ending balance at Sep. 30, 2024 $ 1,977,608   $ 3,245,315   $ 4,150 $ (1,271,874)   $ 12         $ 5