I can see how multiple mutable references is fine in a single-threaded context, but surely this would cause UB in the multi-thread context?
In particular, Java allows aggressive multithreaded access, and the memory model has some pretty strong guarantees. Informally stated, if a read and a write race, then the read is guaranteed to observe either the old or new value.
Go is something of a middle ground [1]. Races on simple scalar values are not UB, but "fat pointers" (slices and interfaces) can tear and can lead to "arbitrary memory corruption."
When I was reading about "stable shape" I was wondering if it might be something similar. You easily get the same UB problems when dealing with sum types, as a tear across tag and variant payload can cause all kinds of things to go wrong.