I think it's the latter. But, in either case, you're right in that you get the same result.
Now, let's assume that if it is the latter (it's spam related), and Google were to accept the message, but then internally bin the message, it would be worse. At least in this case, they are bouncing the message. Because of this, the sender is at least aware that the message wasn't delivered.
Also, the author was able to get their mail delivered to a personal gmail.com address. The issue was with a Google Workspace custom email domain. This further makes me think of this as a security/spam related issue. Google is clearly capable of processing the message without a Message-id, they are just refusing for business customers.
My takeaway is that I think that Google is doing the least-wrong thing. And by being explicit in how they are handling it, it at least made the debugging for the author possible.
Also note: in a quick reading of RFC5321 (SMTP), rejecting messages for "policy reasons" is an acceptable outcome. I'm not sure if it applies completely here. The author should probably also be taking into account RFC5321 (SMTP) instead of just 5322 (message format).