I hesitate to tell people that I’m interested in quantum mechanics, which stems in part from the fact that it sounds pretentious and in part from the fact that even after a respectable amount of time and brain power devoted to the topic, my actual grasp of the subject (and ability to articulate the underlying concepts) is embarrassingly thin and/or in many cases, incorrect. I think there are two main factors to blame here: first, we view our world through the lens of classical (Newtonian) mechanics, where everything is deterministic and causes precede effects in an orderly way. Never in my day-to-day have I really encountered entanglement or wave-particle duality in an obvious way, which makes those topics difficult to conceptualize. Second, and maybe more importantly, I simply cannot do the math that underlies quantum mechanics. A mathematical formalism underlies QM and its various concepts, and I’m of the belief that at a certain point, unless you can engage with QM via its equations, you’ve gone as far as you can go.
Fortunately, I do not think I’ve yet reached that point, and despite my pessimism and misgivings about my autodidactic foray into QM, I think I’ve gained a lot of valuable insights and can go deeper into the topic still.
This lengthy prelude is all to say that the purpose of this blog post, which will explore the work done on the foundations of QM by Scottish physicist John Bell, is really to force myself to organize my own thoughts about QM in a coherent way and prove that I have come away with some understanding of the theory (and maybe in the process provide a somewhat useful, if extremely surface level, discussion of an important development in QM). I chose Bell’s Theorem because I was reading about it recently and I really try not to think too deeply about what I’m going to write about here.
By the time John Bell started thinking deeply about QM in the mid 20th century, QM had firmly been established as our most accurate description of the physical world. However, questions remained around whether we should take QM seriously as a description of the world, and if so, what is QM actually saying about reality. The dominant camp answered the first question in the negative, and insisted that QM is just a tool that allows us to make and test predictions, which is the entire function of science, and we shouldn’t try to extrapolate metaphysical claims about the world based from the mathematical formalism of QM.
Others, including Albert Einstein, disagreed, and believed that our scientific theories should be telling us about reality, and we need to spend time and energy thinking about how QM maps onto our world. This approach, while noble, unfortunately forces one to confront a whole host of issues. For example, QM’s equations seem to tell us that, say, an electron exists as a wavelike state whose location (and other properties) can only be described as a set of probabilities, until the electron is measured or observed, at which point it exists in its better known particle-like state at a specific point in space. QM therefore introduces that idea that an observer actually has a bearing on the outcome of measurements of systems. Contrast this with classical mechanics, where we could have equations describing a ball rolling down a hill and be perfectly capable of describing the ball’s position with precision at any given point in time, regardless of whether there is an observation or measurement made on the ball. QM turns this nice and familiar notion on its head, purportedly saying that not only can be we not say for certain where a particle is located until we observe/measure it, but makes the further claim that the particle is not in any one place at all, instead existing as a superposition of different possibilities. Many questions naturally follow, including: what is an “observer”? Does it need to be human? Does it need to be conscious? Does the particle even exist until we observe it? Is it really a wave in one moment and then a particle in the next? Does that vocabulary even make sense?
Some people took the apparent absurdities of QM to mean that the theory must be incomplete, and developed their own variations. One such person was David Bohm, who created what is called a “hidden variables theory” of QM, which propose that the concepts of superpositions and probabilities are a result of our incomplete knowledge of the quantum state. Specifically, there are hidden variables within a quantum state which, if known to us, would give us the information needed to do away with superpositions and observer-dependent measurement outcomes. Bohm’s own “Pilot Wave Theory” posited that particles exist in definite positions at all times and are guided by a “pilot wave”.
The scientific community did not take Bohm’s Pilot Wave Theory seriously, in large part because of a supposed proof by John Von Nuemann showing that all hidden variable theories (not just Bohm’s Pilot Wave Theory) are not viable.
This, at long last, takes us to John Bell, who read Bohm’s Pilot Wave Theory and could find no inconsistencies in it, despite Von Nuemann’s proof (which Bell was aware of). So he looked for flaws in Von Nuemann’s proof, and found one key error – Von Nuemann had failed to appreciate contextuality as a key feature of the quantum world, and therefore of hidden variable theories. “Contextuality” just means (and I’m stealing very hard from Adam Becker’s wonderful book “What Is Real” for this explanation) that the outcome of a measurement performed on a quantum system will depend on what else was measured. For example, if you measure both the spin and momentum of a particle, the value you get for the spin will be different than if you measured both the spin and the momentum of the particle. This all stems from the idea that in QM, you can’t really separate what’s being measured from the measuring device – by observing or measuring a system you necessarily alter the outcome of the measurement, therefor the “context” of the measurement (i.e., what features of the system you are measuring) will determine the values.
Having established that hidden variable theories are possible, Bell remained troubled by the fact that they were inherently non-local. “Locality” is the idea that objects can only be effected by other objects in their immediate vicinity. In order for one object to assert an influence over another, that influence must travel between the space between the two objects. If they are next to each other, the cause/effect can be simultaneous (that’s locality). If they are far away, a simultaneous cause/effect means the influence is traveling faster than the speed of light, which is non-locality and is what people like Einstein feared QM implied, given the principle of quantum entanglement.
Ok, so, Bell decided to test this by coming up with an inequality – a mathematical condition – that any local theory of nature has to satisfy. He then demonstrated that the predictions of QM violated that inequality, which left the physics world with two possibilities; either (1) the predictions of QM are wrong, and nature can be local, or (2) the predictions of QM are right, and nature is non-local. Eventually, people did experiments that showed that the predictions of QM are correct, and nature is non-local.
That said, there are still interpretations of QM that save locality and can be consistent with Bell’s Theorem. Specifically, Hugh Everett’s Many Worlds Interpretation allows us to keep locality, since Bell’s Theorem assumed that there was really only one outcome for any given measurement, where as Many Worlds says that each measurement creates a “branch” – basically, another world – where the opposite outcome occurred.
There’s a whole lot more to say on this, but this is all I’ve got in me. I’m sure I’ll be back to QM in a later post.