According to the story, Apple have stopped Google employees running Google's "Gbus app for transportation". So yes, it's about what Apple allows people to run on their own devices.
Or stop abusing the terms of the enterprise certificates.
XX% of Google employees are non-technical
XX% of Google employees don't use Mac as their laptop platform
XX% of Google employees have a locked-down Mac that isn't allowed to run XCode or locally-compiled binaries because their job role isn't in Engineering