Context matters. In a vacuum, the 85% rule is fine. In reality, it excludes a single company whose CEO not only holds a position in the administration making the rules, but who clearly holds enough influence that the president himself shot a Tesla ad in front of the white house.

Given such visible conflicts of interest, the administration should be bending over backwards to dispel perceptions of impropriety. The fact that they aren't, and that these coincidences keep occurring, should be telling.