Consolidated Statements of Operations and Comprehensive Income (Loss) - USD ($) $ in Thousands	12 Months Ended
	Dec. 31, 2025	Dec. 31, 2024	Dec. 31, 2023
Income Statement [Abstract]
Revenue	$ 2,347,637	$ 1,476,514	$ 872,000
Cost of revenue	614,259	303,379	157,051
Gross profit	1,733,378	1,173,135	714,949
Operating expenses:
Marketing	919,296	678,844	446,435
Operations and support	286,444	185,802	119,857
Technology and development	149,301	78,819	48,227
General and administrative	272,724	167,767	129,883
Total operating expenses	1,627,765	1,111,232	744,402
Income (loss) from operations	105,613	61,903	(29,453)
Other income (expense):
Change in fair value of equity securities	4,437	0	0
Change in fair value of liabilities	(9,255)	0	(1,075)
Other income, net	23,129	9,808	8,957
Total other income, net	18,311	9,808	7,882
Income (loss) before income taxes	123,924	71,711	(21,571)
Benefit from (provision for) income taxes	4,441	54,327	(1,975)
Net income (loss)	128,365	126,038	(23,546)
Other comprehensive income (loss)	2,618	(200)	153
Total comprehensive income (loss)	$ 130,983	$ 125,838	$ (23,393)
Net income (loss) per share attributable to common stockholders, Class A and Class V:
Basic (in USD per share)	$ 0.57	$ 0.58	$ (0.11)
Diluted (in USD per share)	$ 0.51	$ 0.53	$ (0.11)
Weighted average shares outstanding, Class A and Class V:
Basic (in shares)	224,959,268	215,939,037	209,344,712
Diluted (in shares)	258,230,547	236,808,876	209,344,712

Consolidated Statements of Cash Flows - USD ($) $ in Thousands	12 Months Ended
	Dec. 31, 2025	Dec. 31, 2024	Dec. 31, 2023
Operating activities
Net income (loss)	$ 128,365	$ 126,038	$ (23,546)
Adjustments to reconcile net income (loss) to net cash provided by operating activities:
Depreciation and amortization	54,502	17,088	9,515
Stock-based compensation	135,244	92,322	66,080
Change in fair value of equity securities	(4,437)	0	0
Change in fair value of liabilities	9,255	0	1,075
Net accretion on securities	(2,032)	(4,355)	(5,686)
Benefit from deferred taxes	(12,961)	(61,649)	(13)
Impairment of long-lived assets	531	114	429
Amortization of debt discount and issuance costs	4,529	0	0
Non-cash operating lease cost	12,413	2,546	1,922
Non-cash acquisition-related costs	5,893	0	2,691
Non-cash other	(2,135)	357	195
Changes in operating assets and liabilities:
Inventory	(13,722)	(41,612)	(902)
Prepaid expenses and other current assets	(51,856)	(9,494)	(6,395)
Other long-term assets	(518)	(56)	(58)
Accounts payable	30,297	43,710	7,324
Accrued liabilities	(43,053)	23,791	16,524
Deferred revenue	51,604	67,552	6,261
Operating lease liabilities	(1,913)	(2,443)	(1,933)
Earn-out payable	0	(2,825)	0
Net cash provided by operating activities	300,006	251,084	73,483
Investing activities
Purchases of available-for-sale investments	(725,838)	(160,564)	(157,239)
Maturities of available-for-sale investments	108,698	208,940	170,051
Proceeds from sales of available-for-sale investments	0	725	1,574
Investment in website development and internal-use software	(16,546)	(11,095)	(9,272)
Purchases of property, equipment, and intangible assets	(226,045)	(41,655)	(17,220)
Acquisition of businesses, net of cash acquired	(145,227)	(15,399)	0
Purchase of equity securities	(20,000)	0	0
Net cash used in investing activities	(1,024,958)	(19,048)	(12,106)
Financing activities
Proceeds from issuance of convertible senior notes, net of debt discount	970,000	0	0
Purchases of capped calls related to convertible senior notes	(47,800)	0	0
Proceeds from exercise of vested stock options	11,033	26,651	2,322
Payments for taxes related to net share settlement of equity awards	(116,669)	(52,501)	(14,096)
Repurchases of common stock	(89,960)	(83,039)	(1,999)
Proceeds from employee stock purchase plan	6,440	3,901	2,298
Payments for debt issuance costs	(3,424)	0	0
Payments for acquisition-related earn-out consideration	0	(3,190)	0
Proceeds from exercise of Class A common stock warrants	0	333	0
Net cash provided by (used in) financing activities	729,620	(107,845)	(11,475)
Foreign currency effect on cash and cash equivalents	2,508	(270)	(11)
Increase in cash, cash equivalents, and restricted cash	7,176	123,921	49,891
Cash, cash equivalents, and restricted cash at beginning of period	221,440	97,519	47,628
Cash, cash equivalents, and restricted cash at end of period	228,616	221,440	97,519
Reconciliation of cash, cash equivalents, and restricted cash
Cash and cash equivalents	228,616	220,584	96,663
Restricted cash	0	856	856
Total cash, cash equivalents, and restricted cash	228,616	221,440	97,519
Supplemental disclosures of cash flow information
Cash paid for taxes	23,162	7,916	1,109
Non-cash investing and financing activities
Purchases of property and equipment included in accounts payable and accrued liabilities	25,244	7,781	3,383
Right-of-use asset obtained in exchange for lease liability	132,837	2,593	6,270
Issuance of common stock in connection with asset acquisition	12,760	0	0
Common stock to be issued for asset acquisition indemnification holdback	6,380	0	0
Common stock issued, contingent consideration, additional consideration payable, and liabilities assumed in connection with acquisition of businesses	200,267	16,000	0
Issuance of common stock for acquisition-related earn-out consideration	$ 0	$ 1,396	$ 0

Consolidated Balance Sheets - USD ($) $ in Thousands	Dec. 31, 2025	Dec. 31, 2024
Current assets:
Cash and cash equivalents	$ 228,616	$ 220,584
Short-term available-for-sale investments	348,876	79,667
Inventory	80,128	64,427
Prepaid expenses and other current assets	110,018	31,153
Total current assets	767,638	395,831
Restricted cash	0	856
Long-term available-for-sale investments	351,263	0
Goodwill	278,325	112,728
Property, equipment, and software, net	311,930	82,083
Intangible assets, net	196,116	43,410
Operating lease right-of-use assets	137,046	10,881
Deferred tax assets, net	82,707	61,603
Other long-term assets	29,680	147
Total assets	2,154,705	707,539
Current liabilities:
Accounts payable	143,278	91,180
Accrued liabilities	78,518	53,013
Deferred revenue	127,160	75,285
Earn-out payable	46,986	0
Earn-out liabilities	3,646	0
Operating lease liabilities	4,843	1,889
Total current liabilities	404,431	221,367
Convertible senior notes, net	972,580	0
Operating lease liabilities	143,167	9,456
Earn-out liabilities	53,009	0
Deferred tax liabilities, net	28,856	0
Other long-term liabilities	11,734	0
Total liabilities	1,613,777	230,823
Commitments and contingencies (Note $14)
Stockholders' equity:
Common stock – Class A shares, par value $0.0001, 2,750,000,000 shares authorized and 218,867,898 and 212,459,586 shares issued and outstanding as of December 31, 2025 and 2024, respectively; Class V shares, par value $0.0001, 10,000,000 shares authorized and 8,377,623 shares issued and outstanding as of December 31, 2025 and 2024	23	22
Additional paid-in capital	652,383	719,155
Accumulated other comprehensive income (loss)	2,294	(324)
Accumulated deficit	(113,772)	(242,137)
Total stockholders' equity attributable to the Company	540,928	476,716
Total liabilities and stockholders' equity	$ 2,154,705	$ 707,539