Matthew Critchley
Matthew CritchleyI’ve spent my career chasing the idea of value — how it’s created, lost, and rediscovered. I explore how strategy, data, and AI can turn complexity into clarity, and share what I’m learning along the way.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | matthewcritchley.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Market suddenly believes in improved Customer Lifetime Value
Marston’s PLC surprised the market last week with stronger-than-expected results, triggering a meaningful share-price rise and renewed confidence in the business.
Who Are OpenAI’s Real Customers?
When Morgan Stanley published its now-viral chart of AI capital flows, it was intended to help investors understand the sector. Instead, it revealed something else entirely — a circular economy of capital, compute, and conviction.
The Martech S-Curve Revolution:
This all started by reading an old book on a plane. It's an excellent textbook, “Innovation Management” by Allan Afuah, and it got me thinking about the vast amount of innovation we are seeing in marketing right now. I so often have convers...
Customer Lifetime Value: Why Acquisition Still Matters More Than Ever
It still amazes me that when discussing customer lifetime value, there is an assumption that we are only considering customer loyalty, rather than a broader view of value, including acquisition, retention, and cash generation. This misstep ...
Authors
The writers behind this newsletter.
I’ve spent my career chasing the idea of value — how it’s created, lost, and rediscovered. I explore how strategy, data, and AI can turn complexity into clarity, and share what I’m learning along the way.
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