Sunday, August 07, 2022

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aeon  |  Calling these numbers imaginary came later, in the 1600s, when the philosopher RenĂ© Descartes argued that, in geometry, any structure corresponding to imaginary numbers must be impossible to visualise or draw. By the 1800s, thinkers such as Carl Friedrich Gauss and Leonhard Euler included imaginary numbers in their studies. They discussed complex numbers made up of a real number added to an imaginary number, such as 3+4i, and found that complex-valued mathematical functions have different properties than those that only produce real numbers.

Yet, they still had misgivings about the philosophical implications of such functions existing at all. The French mathematician Augustin-Louis Cauchy wrote that he was ‘abandoning’ the imaginary unit ‘without regret because we do not know what this alleged symbolism signifies nor what meaning to give to it.’

In physics, however, the oddness of imaginary numbers was disregarded in favour of their usefulness. For instance, imaginary numbers can be used to describe opposition to changes in current within an electrical circuit. They are also used to model some oscillations, such as those found in grandfather clocks, where pendulums swing back and forth despite friction. Imaginary numbers are necessary in many equations pertaining to waves, be they vibrations of a plucked guitar string or undulations of water along a coast. And these numbers hide within mathematical functions of sine and cosine, familiar to many high-school trigonometry students.

At the same time, in all these cases imaginary numbers are used as more of a bookkeeping device than a stand-in for some fundamental part of physical reality. Measurement devices such as clocks or scales have never been known to display imaginary values. Physicists typically separate equations that contain imaginary numbers from those that do not. Then, they draw some set of conclusions from each, treating the infamous i as no more than an index or an extra label that helps organise this deductive process. Unless the physicist in question is confronted with the tiny and cold world of quantum mechanics.

Quantum theory predicts the physical behaviour of objects that are either very small, such as electrons that make up electric currents in every wire in your home, or millions of times colder than the insides of your fridge. And it is chock-full of complex and imaginary numbers.

Imaginary numbers went from a problem seeking a solution to a solution that had just been matched with its problem

Emerging in the 1920s, only about a decade after Albert Einstein’s paradigm-shifting work on general relativity and the nature of spacetime, quantum mechanics complicated almost everything that physicists thought they knew about using mathematics to describe physical reality. One big upset was the proposition that quantum states, the fundamental way in which objects that behave according to the laws of quantum mechanics are described, are by default complex. In other words, the most generic, most basic description of anything quantum includes imaginary numbers.

In stark contrast to theories concerning electricity and oscillations, in quantum mechanics a physicist cannot look at an equation that involves imaginary numbers, extract a useful punchline, then forget all about them. When you set out to try and capture a quantum state in the language of mathematics, these seemingly impossible square roots of negative numbers are an integral part of your vocabulary. Eliminating imaginary numbers would highly limit how accurate of a statement you could make.

The discovery and development of quantum mechanics upgraded imaginary numbers from a problem seeking a solution to a solution that had just been matched with its problem. As the physicist and Nobel laureate Roger Penrose noted in the documentary series Why Are We Here? (2017): ‘[Imaginary numbers] were there all the time. They’ve been there since the beginning of time. These numbers are embedded in the way the world works at the smallest and, if you like, most basic level.’

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