Rebecca M. Henderson, Joel Conkling and Scott Roberts It was December 2006. Tom Werner, CEO of SunPower, glanced down at his watch and shook his head in dismay. His run was not going well, despite the sounds of John Lee Hooker's "Boogie Chillen" coming through his earphones. He blamed the board meeting later that afternoon. Given SunPower's position as the producer of the world's most efficient solar cells, also known as photovoltaics or PV, and recent forecasts that solar power might be on the edge of explosive growth, he knew that he'd be asked some tough questions. Werner wondered how fast the solar power industry was likely to grow and how long SunPower's advantage was likely to last. How could SunPower compete with much larger companies like Sharp and Q-Cells? Or with the niche "technology play" firms that were springing up? How could SunPower's current advantage be turned into an enduring competitive edge? As the sun began to rise, Werner picked up the pace again, and began jogging home.