You can't have one rule for companies you like and another for companies you don't.
I like many HN'ers am a startup founder, I'd be horrified if someone baselessly accused my company of advocating criminal activities. I don't care if the company being wrongly accused is Goldman, Microsoft, AOL or some tiny startup. Wrong is wrong.
While such behaviour might be tolerated in other online communities, it should have absolutely no-place on HN.
And yes. You most certainly can have one rule for companies who are multi-billion-dollar bad actors, and other rules for companies which, well, aren't.
This isn't complex.
If I keep acting inappropriately, I can't blame anyone but myself for rumors that pass around about other inappropriate behavior. It's life.