MrMind comments on Mixed Reference: The Great Reductionist Project - Less Wrong
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This.
EY's made a kind of argument that you should have two kinds of stuff (although I still think the logical pinpointing stuff is a bit weak), but he seems to be proceeding as if he'd shown that that was exhaustive. For all the arguments he's given so far, this third post could have been entitled "Experiences: the Third Kind of Stuff", and it would be consistent with what he's already said.
So yeah, we need an argument for; "You're only supposed to have two kinds of stuff."
I think the whole point of "the great reductionist project" is that we don't really have a sufficiency theorem, so we should treat "no more than two" as an empirical hypothesis and proceed to discover its truth by the methods of science.