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Has anyone seen this yet? What punch in the nuggets. If they reclassify the Ar receiver to be the upper (or both) then, potentially, all your uppers would have to be serialized. Switching calibers would become much more difficult, and Ar pistols would be a lot easier to regulate. One of my thoughts is that they are also trying to get rid of the possibility of 3d printing. The lower is a relatively low stress component compared to the upper, and plastic technology has a ways to go before getting to those strength levels.
https://www.gunsamerica.com/digest/judge-disconnect-atf-classification-lower-receivers-firearms/
https://www.gunsamerica.com/digest/judge-disconnect-atf-classification-lower-receivers-firearms/