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JD CEO Warns 700,000 Delivery Workers Will Be Replaced By Robots "Sooner Or Later"
The founder of China's largest e-commerce and logistics companies fired off a warning shot to hundreds of thousands of delivery workers that the rise of automation and AI adoption in the last-mile will result in hundreds of thousands of job losses "sooner or later."
Richard Liu, founder and chair of JD.com, told the audience at the Asia-Pacific Economic Cooperation CEO Forum in Beijing on Sunday, according to the Financial Times, that 700,000 delivery workers will be replaced by robots "sooner or later."
"In the future, when robots are delivering parcels, sooner or later, there will be a day when couriers are basically no longer needed," Liu said, adding, "It will definitely be robots delivering parcels. But I really do not want our 700,000 brothers to go without meals, without jobs."
Liu's timeline for the robotic takeover of last-mile delivery was vague and uncertain, but a number of robot delivery companies are already in pilot programs or commercialization across major Chinese cities.
He said JD has signed deals with 120 schools to retrain couriers for roles such as robot maintenance and repair, noting that the rise of robots will require new technical jobs.
Liu elaborated on the shift of some couriers into robot repair jobs, saying "robots are machinery . . . they will always, at some point, have faults."
His comments come as China's gig economy continues to expand, with temporary and blue-collar platform workers expected to reach 320 million this year, or about 40% of urban employment. At the same time, youth unemployment remains elevated, raising concerns that robotics and AI could squeeze both blue-collar and white-collar workers.
The pace at which China adopts automation across its economy should outpace the U.S., given that development is happening at hyperspeed and many of the world's robotics supply chains are based in the world's second-largest economy.
You were promised robots that take the night shift.
The pitch writes itself. Machines that never tire, never quit, never ask for a raise. The end of human labor as we know it.
Here's what the money actually bought.
Figure is worth $39 billion. It has 40 robots loading parts at… pic.twitter.com/eeLXjHKp82
Earlier this month, Barclays internet equity analyst Ross Sandler published a note titled "Autonomous Food Delivery Likely Hits Critical Mass By 2030," outlining how automation in last-mile delivery could push delivery costs down to as little as $1 per order in the US.
"The promise of autonomous food delivery is still a few years out, but showing very positive signals in markets that have been quick to embrace it. AVs should reduce the cost of delivery for both marketplaces (currently $8-$10 per order) and for consumers (tipping, $5 per order) down to as low as $1 per order," Sandler wrote in the note.
He continued, "As witnessed already in select APAC geos with low delivery costs, when this kind of improvement happens to the cost curve, consumer adoption should go through the roof. China's online food delivery penetration is 40% of orders in tier one cities, well ahead of the US, with cost being the biggest delta."
"UBER and DASH have a number of strategies in place in both SDR (sidewalk delivery robotics) and drones, but claim that these efforts are not likely to hit a material percentage of orders until 2030 and beyond."
The analyst sees "sidewalk delivery robots as the nearer-term opportunity. Current costs are around $5 to $7 per drop, but could fall toward $1 over time as utilization improves. Drones offer faster delivery and a larger "wow" factor, but regulatory hurdles, battery limitations and airspace approvals make the path more complicated."
A recent UBS note on forecasts for global shipments of humanoid robots suggests the surge will begin later this year or next and really erupt in the 2030s.
There was also news earlier that Nvidia is pushing to develop software and chips to improve humanoid robot safety and enable closer human interaction, including physical collaboration in workplaces.
First signs:
The next evolution of AI is robotics, displacing blue-collar jobs in the physical world. We suspect the adoption rate will be much slower in the U.S. than in China because supply chains are not as robust in the West. But for workers in jobs that can be easily replaced by robots, such as last-mile delivery or production-line work, it may be time to find a construction job as the historic data center buildout progresses.
Blue-collar or white-collar, no one is safe from the AI revolution, as Goldman analysts revealed the top 20 college degrees most exposed to AI job disruption (read here).
We suspect that, just like data center buildouts and localized resistance, there will be public uproar when jobs are eliminated by robots later this decade.
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"F**k Around And Find Out": Philly DA's Campaign Slogan Comes Back To Bite Him
District Attorney Larry Krasner is something of a bargain for Philadelphia. According to the Pennsylvania Supreme Court, he has not only been serving as the city’s prosecutor but effectively as its top public defender.
Krasner’s record is the subject of a scathing new opinion, which accuses him of leading a dishonest effort to undermine major criminal cases to engineer new trials for defendants.
Krasner has long cultivated a reputation as the champion of the left. We were both liberal students in the same class at the University of Chicago. While I moved to the political center, Krasner moved even more dramatically to the far left. Funded by George Soros as part of his campaign to elect social justice warriors as prosecutors, Krasner has used his office to threaten to arrest FBI agents and to “hunt down” ICE officers, to the delight of the far left.
The chest-pounding has not resulted in any such roundups, but the press remains good for Krasner in cultivating his image as the avenging angel of the perpetually enraged.
That is why the recent opinion from Pennsylvania’s Democratic-controlled Supreme Court was so surprising. It appears that even these liberal justices have had enough.
In Commonwealth v. Brown, Justice Kevin Dougherty (joined by Justices Sallie Updyke Mundy, Kevin Brobson, and Daniel McCaffery) denounced Krasner and his office for a pattern of misleading and mendacious filings to undermine the criminal cases of murderers and other convicts.
These defendants filed for relief under Pennsylvania’s Post Conviction Relief Act.
The Act allowed for an adversarial process to determine whether defendants should receive new trials. However, the district attorney’s office routinely abandoned the field, leaving defendants essentially unopposed in their demands.
The Supreme Court wrote that such concessions robbed the public of “the benefits of opposing advocacy.”
It went even further in alluding to Krasner’s possible political and ideological motivations in pandering to the far left.
“When relief is not dictated by the record and law but merely advocated for personal, political, ideological, policy, or other non-legal reasons, a prosecutor’s concession does not minister justice,” the opinion states.
“It facilitates injustice.”
Then came the haymaker — a finding that Krasner’s concession was “not reliable” and that Krasner’s office had “violated its duty of candor,” “withheld material evidence from the court, opposed efforts by amici to gain access to this evidence, submitted a false stipulation of fact, misstated facts in its pleadings, failed to conduct a reasonable investigation, and opposed a required evidentiary hearing.” In this case, the justices wrote, the “predictable result was the erroneous grant of a new trial.”
The justices cited a pattern by which, since 2018, his office has conceded relief in roughly 100 murder cases like the one at issue. It found that his office engaged in “numerous instances of untrustworthy concessions, lack of candor, misrepresentations of fact, lack of adequate investigation, and avoidance of hearings. And the problems are poised to continue.”
The justices were clearly alarmed because there are more than a thousand cases still in the pipeline, and Krasner’s office is expected to continue what they called “its checkered concession program.”
To give you an idea of the cases where Krasner’s office struggled to undo the conviction of murderers, consider the facts of the 1984 case of Robert Wharton. Wharton was convicted of first-degree murder and sentenced to death for the 1984 strangulation and drowning deaths of Bradley and Ferne Hart. Wharton was upset about a debt, so he broke into their home, killed the Harts, and then turned off the heat, leaving their seven-month-old baby, Lisa, to freeze to death. The baby miraculously survived.
The court expressly cited Krasner’s prosecutors for making misrepresentations to the court. That included the claim by Krasner’s office that the family of the victims had bizarrely favored undoing the conviction. It was later discovered that Krasner’s staff had consulted only one relative, who was not the couple’s surviving daughter. The daughter, in fact, vehemently and understandably opposed the move. Krasner was ordered to write apology letters to the family.
Ultimately, the actions of Krasner’s office were so outrageous in this case that a panel of judges disbarred his supervisor for repeatedly lying in an effort to overturn the conviction. Krasner’s subordinate, Nancy Winkelman, was also barred from handling cases before the court for three years.
In response, Krasner did what he always does: He suggested that the criticism furthered racism and threatened democracy. He declared that the criticism of his office “undermines the value of a vote in Philadelphia” and defended his staff as merely furthering the work of racial justice: “On the eve of Juneteenth, we should all remember that reform is necessary in every era. And that those who bring needed reform sometimes are made to pay a price.”
This is vintage Krasner. His office was found to be both dishonest and negligent, but the district attorney cites his own misconduct as proof that his office is fighting hard for racial justice.
It did not matter that in 2021 a court admonished Krasner for creating what amounted to an unconstitutional blacklist of police officers whom he would not call as witnesses, even if their testimony was required to convict a criminal.
It did not matter that Krasner was admonished by a state Supreme Court justice in 2022 for abusing the grand jury process in an unhinged effort to charge a police officer with a crime.
Krasner feeds a rage addiction with uncut, pure criminal justice crack. It is a formula that has served him well with the media and the voters. Like Atlanta’s Fani Willis, he actually turns court sanctions into a badge of honor with voters who distrust the police and the criminal justice system.
In fact, the more the courts condemn him, the more he suggests that the criticism is just evidence of a prejudiced, unjust legal system.
None of this comes as a surprise for a candidate who expressly adopted “F— around and find out:” as his 2025 reelection slogan. But courts are finding out a bit too much about how Krasner himself has been … well … messing around with the legal system.
Jonathan Turley is a law professor and the New York Times best-selling author of “Rage and the Republic: The Unfinished Story of the American Revolution.“
Tyler Durden Mon, 06/22/2026 - 17:40