  The idea behind M2 is that the only way our word ‘cloud’ could pick out a property that oj has and ok does not is if either we intend it to pick out such a property, or some such property is a natural kind. But it seems that oj instantiates no natural kinds that ok does not, and that we have no intentional attitudes towards oj as opposed to ok, so we could not have intended the word ‘cloud’ to pick out a property satisfied by oj as opposed to ok.