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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2024
Dec. 31, 2023
Current assets:    
Cash and cash equivalents $ 93,758 $ 134,437
Accounts receivable, net 20,621 13,418
Inventories 73,271 73,022
Current portion of vendor advances 4,351 2,815
Prepaid expenses and other current assets 7,492 7,571
Total current assets 199,493 231,263
Property and equipment, net 21,176 25,321
Intangible assets, net 9,266 10,317
Non-current portion of vendor advances 15,082 15,276
Operating lease assets 14,606 15,675
Other non-current assets 5,649 6,422
Total assets 265,272 304,274
Current liabilities:    
Accounts payable 3,651 5,090
Deferred revenue, current 16,425 15,625
Accrued purchase commitments, current 131 131
Accrued expenses and other current liabilities 22,585 23,425
Total current liabilities 42,792 44,271
Deferred revenue, non-current 7,035 7,394
Warrant liabilities 1,652 826
Operating lease liabilities 21,030 22,835
Other non-current liabilities 10,931 8,895
Total liabilities 83,440 84,221
Commitments and contingencies (Note 12)
Stockholders' equity:    
Additional paid-in capital 965,839 949,670
Accumulated deficit (784,029) (729,638)
Total stockholders' equity 181,832 220,053
Total liabilities and stockholders' equity 265,272 304,274
Class A Common Stock    
Stockholders' equity:    
Common stock 19 18
Class B Common Stock    
Stockholders' equity:    
Common stock $ 3 $ 3