Personally I think it's a grey area. At what point do you go from "it's a bunch of metal, screws, and springs" to "firearm". It's the sand hill paradox. And if you want to stay out of jail, stay away from these. All it takes is a zealous DA who decides it's a violation of federal fireams law and suddenly your life is hell.
If you stick to an 80% where the fire control pocket has not been started and you select a lower that requires a separate jig to mill, you'll be fine.
Are you talking about the CNC shop that was trying to act like just starting or touching the machine was enough to count as their customers manufacturing the lower instead of the company? That's a whole other issue with just what does it mean for a person to have manufactured the weapon and I'm pretty comfortable saying that company was well on the wrong side of that line.
For most 80%s they're pretty clearly not a gun because there's absolutely no way to use this [1] without modification and assemble it into a gun. This basic design has been around for a looong time.
[1] https://cdn.shopify.com/s/files/1/0218/5770/products/DSC0545...
Edit: found a pretty in depth Q&A with the ATF about 80% lowers that defines and clears up a lot of things like exactly what would make an incomplete lower count as a firearm: https://www.ammoland.com/2014/11/atf-answers-questions-on-80...
The issue is that you need a federal firearms manufacturing license to be in the business of manufacturing firearms. The occasional sale of homemade firearms you no longer want is legal as long as it's infrequent and you're not manufacturing the weapons to make money.