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Criticism of the theory of relativity

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Through Albert Einstein, Science and Philosophy

Reasons for criticism of the theory of relativity have included alternative theories, rejection of the abstract-mathematical method, and alleged errors of the theory. Antisemitic objections to Einstein's Jewish heritage also occasionally played a role in these objections. There are still some critics of relativity today, but their opinions are not shared by the majority in the scientific community.

Special relativity

Relativity principle versus electromagnetic worldview

Around the end of the 19th century, the view was widespread that all forces in nature are of electromagnetic origin (the "electromagnetic worldview"), especially in the works of Joseph Larmor (1897) and Wilhelm Wien (1900). This was apparently confirmed by the experiments of Walter Kaufmann (1901–1903), who measured an increase of the mass of a body with velocity which was consistent with the hypothesis that the mass was generated by its electromagnetic field. Max Abraham (1902) subsequently sketched a theoretical explanation of Kaufmann's result in which the electron was considered as rigid and spherical. However, it was found that this model was incompatible with the results of many experiments (including the Michelson–Morley experiment, the experiments of Rayleigh and Brace, and the Trouton–Noble experiment), according to which no motion of an observer with respect to the luminiferous aether ("aether drift") had been observed despite numerous attempts to do so. Henri Poincaré (1902) conjectured that this failure arose from a general law of nature, which he called "the principle of relativity". Hendrik Antoon Lorentz (1904) created a detailed theory of electrodynamics (Lorentz ether theory) that was premised on the existence of an immobile aether and employed a set of space and time coordinate transformations that Poincaré called the Lorentz transformations, including the effects of length contraction and local time. However, Lorentz's theory only partially satisfied the relativity principle, because his transformation formulas for velocity and charge density were incorrect. This was corrected by Poincaré (1905) who obtained full Lorentz covariance of the electrodynamic equations.

Criticizing Lorentz's 1904 theory, Abraham (1904) held that the Lorentz contraction of electrons requires a non-electromagnetic force to ensure the electron's stability. This was unacceptable to him as a proponent of the electromagnetic worldview. He continued that as long as a consistent explanation is missing as to how those forces and potentials act together on the electron, Lorentz's system of hypotheses is incomplete and doesn't satisfy the relativity principle. Poincaré (1905) removed this objection by showing that the non-electromagnetic potential ("Poincaré stress") holding the electron together can be formulated in a Lorentz covariant way, and showed that in principle it is possible to create a Lorentz covariant model for gravitation which he considered non-electromagnetic in nature as well. Thus the consistency of Lorentz's theory was proven, but the electromagnetic worldview had to be given up. Eventually, Albert Einstein published in September 1905 what is now called special relativity, which was based on a radical new application of the relativity principle in connection with the constancy of the speed of light. In special relativity, the space and time coordinates depend on the inertial observer's frame of reference, and the luminiferous aether plays no role in the physics. Although this theory was founded on a very different kinematical model, it was experimentally indistinguishable from the aether theory of Lorentz and Poincaré, since both theories satisfy the relativity principle of Poincaré and Einstein, and both employ the Lorentz transformations. After Minkowski's introduction in 1908 of the geometric spacetime model for Einstein's version of relativity, most physicists eventually decided in favor of the Einstein-Minkowski version of relativity with its radical new views of space and time, in which there was no useful role for the aether.

Claimed experimental refutations

Kaufmann–Bucherer–Neumann experiments: To conclusively decide between the theories of Abraham and Lorentz, Kaufmann repeated his experiments in 1905 with improved accuracy. However, in the meantime the theoretical situation had changed. Alfred Bucherer and Paul Langevin (1904) developed another model, in which the electron is contracted in the line of motion, and dilated in the transverse direction, so that the volume remains constant. While Kaufmann was still evaluating his experiments, Einstein published his theory of special relativity. Eventually, Kaufmann published his results in December 1905 and argued that they are in agreement with Abraham's theory and require rejection of the "basic assumption of Lorentz and Einstein" (the relativity principle). Lorentz reacted with the phrase "I am at the end of my Latin", while Einstein did not mention those experiments before 1908. Yet, others started to criticize the experiments. Max Planck (1906) alluded to inconsistencies in the theoretical interpretation of the data, and Adolf Bestelmeyer (1906) introduced new techniques, which (especially in the area of low velocities) gave different results and which cast doubts on Kaufmann's methods. Therefore, Bucherer (1908) conducted new experiments and arrived at the conclusion that they confirm the mass formula of relativity and thus the "relativity principle of Lorentz and Einstein". Yet Bucherer's experiments were criticized by Bestelmeyer leading to a sharp dispute between the two experimentalists. On the other hand, additional experiments of Hupka (1910), Neumann (1914) and others seemed to confirm Bucherer's result. The doubts lasted until 1940, when in similar experiments Abraham's theory was conclusively disproved. (It must be remarked that besides those experiments, the relativistic mass formula had already been confirmed by 1917 in the course of investigations on the theory of spectra. In modern particle accelerators, the relativistic mass formula is routinely confirmed.)

In 1902–1906, Dayton Miller repeated the Michelson–Morley experiment together with Edward W. Morley. They confirmed the null result of the initial experiment. However, in 1921–1926, Miller conducted new experiments which apparently gave positive results. Those experiments initially attracted some attention in the media and in the scientific community but have been considered refuted for the following reasons: Einstein, Max Born, and Robert S. Shankland pointed out that Miller had not appropriately considered the influence of temperature. A modern analysis by Roberts shows that Miller's experiment gives a null result, when the technical shortcomings of the apparatus and the error bars are properly considered. Additionally, Miller's result is in disagreement with all other experiments, which were conducted before and after. For example, Georg Joos (1930) used an apparatus of similar dimensions to Miller's, but he obtained null results. In recent experiments of Michelson–Morley type where the coherence length is increased considerably by using lasers and masers the results are still negative.

In the 2011, faster-than-light neutrino anomaly, the OPERA collaboration published results which appeared to show that the speed of neutrinos is slightly faster than the speed of light. However, sources of errors were found and confirmed in 2012 by the OPERA collaboration, which fully explained the initial results. In their final publication, a neutrino speed consistent with the speed of light was stated. Also subsequent experiments found agreement with the speed of light, see measurements of neutrino speed.

Acceleration in special relativity

It was also claimed that special relativity cannot handle acceleration, which would lead to contradictions in some situations. However, this assessment is not correct, since acceleration actually can be described in the framework of special relativity (see Acceleration (special relativity), Proper reference frame (flat spacetime), Hyperbolic motion, Rindler coordinates, Born coordinates). Paradoxes relying on insufficient understanding of these facts were discovered in the early years of relativity. For example, Max Born (1909) tried to combine the concept of rigid bodies with special relativity. That this model was insufficient was shown by Paul Ehrenfest (1909), who demonstrated that a rotating rigid body would, according to Born's definition, undergo a contraction of the circumference without contraction of the radius, which is impossible (Ehrenfest paradox). Max von Laue (1911) showed that rigid bodies cannot exist in special relativity, since the propagation of signals cannot exceed the speed of light, so an accelerating and rotating body will undergo deformations.

Paul Langevin and von Laue showed that the twin paradox can be completely resolved by consideration of acceleration in special relativity. If two twins move away from each other, and one of them is accelerating and coming back to the other, then the accelerated twin is younger than the other one, since he was located in at least two inertial frames of reference, and therefore his assessment of which events are simultaneous changed during the acceleration. For the other twin nothing changes since he remained in a single frame.

Another example is the Sagnac effect. Two signals were sent in opposite directions around a rotating platform. After their arrival a displacement of the interference fringes occurs. Sagnac himself believed that he had proved the existence of the aether. However, special relativity can easily explain this effect. When viewed from an inertial frame of reference, it is a simple consequence of the independence of the speed of light from the speed of the source, since the receiver runs away from one beam, while it approaches the other beam. When viewed from a rotating frame, the assessment of simultaneity changes during the rotation, and consequently the speed of light is not constant in accelerated frames.

As was shown by Einstein, the only form of accelerated motion that cannot be non-locally described is the one due to gravitation. Einstein was also unsatisfied with the fact that inertial frames are preferred over accelerated frames. Thus over the course of several years (1908–1915), Einstein developed general relativity. This theory includes the replacement of Euclidean geometry by non-Euclidean geometry, and the resultant curvature of the path of light led Einstein (1912) to the conclusion that (like in extended accelerated frames) the speed of light is not constant in extended gravitational fields. Therefore, Abraham (1912) argued that Einstein had given special relativity a coup de grâce. Einstein responded that within its area of application (in areas where gravitational influences can be neglected) special relativity is still applicable with high precision, so one cannot speak of a coup de grâce at all.

Superluminal speeds

In special relativity, the transfer of signals at superluminal speeds is impossible, since this would violate the Poincaré–Einstein synchronization, and the causality principle. Following an old argument by Pierre-Simon Laplace, Poincaré (1904) alluded to the fact that Newton's law of universal gravitation is founded on an infinitely great speed of gravity. So the clock-synchronization by light signals could in principle be replaced by a clock-synchronization by instantaneous gravitational signals. In 1905, Poincaré himself solved this problem by showing that in a relativistic theory of gravity the speed of gravity is equal to the speed of light. Although much more complicated, this is also the case in Einstein's theory of general relativity.

Another apparent contradiction lies in the fact that the group velocity in anomalously dispersive media is higher than the speed of light. This was investigated by Arnold Sommerfeld (1907, 1914) and Léon Brillouin (1914). They came to the conclusion that in such cases the signal velocity is not equal to the group velocity, but to the front velocity which is never faster than the speed of light. Similarly, it is also argued that the apparent superluminal effects discovered by Günter Nimtz can be explained by a thorough consideration of the velocities involved.

Also quantum entanglement (denoted by Einstein as "spooky action at a distance"), according to which the quantum state of one entangled particle cannot be fully described without describing the other particle, does not imply superluminal transmission of information (see quantum teleportation), and it is therefore in conformity with special relativity.

Paradoxes

Insufficient knowledge of the basics of special relativity, especially the application of the Lorentz transformation in connection with length contraction and time dilation, led and still leads to the construction of various apparent paradoxes. Both the twin paradox and the Ehrenfest paradox and their explanation were already mentioned above. Besides the twin paradox, also the reciprocity of time dilation (i.e. every inertially moving observer considers the clock of the other one as being dilated) was heavily criticized by Herbert Dingle and others. For example, Dingle wrote a series of letters to Nature at the end of the 1950s. However, the self-consistency of the reciprocity of time dilation had already been demonstrated long before in an illustrative way by Lorentz (in his lectures from 1910, published 1931) and many others—they alluded to the fact that it is only necessary to carefully consider the relevant measurement rules and the relativity of simultaneity. Other known paradoxes are the Ladder paradox and Bell's spaceship paradox, which also can simply be solved by consideration of the relativity of simultaneity.

Aether and absolute space

Many physicists (like Hendrik Lorentz, Oliver Lodge, Albert Abraham Michelson, Edmund Taylor Whittaker, Harry Bateman, Ebenezer Cunningham, Charles Émile Picard, Paul Painlevé) were uncomfortable with the rejection of the aether, and preferred to interpret the Lorentz transformation based on the existence of a preferred frame of reference, as in the aether-based theories of Lorentz, Larmor, and Poincaré. However, the idea of an aether hidden from any observation was not supported by the mainstream scientific community, therefore the aether theory of Lorentz and Poincaré was superseded by Einstein's special relativity which was subsequently formulated in the framework of four-dimensional spacetime by Minkowski.

Others such as Herbert E. Ives argued that it might be possible to experimentally determine the motion of such an aether, but it was never found despite numerous experimental tests of Lorentz invariance (see tests of special relativity).

Also attempts to introduce some sort of relativistic aether (consistent with relativity) into modern physics such as by Einstein on the basis of general relativity (1920), or by Paul Dirac in relation to quantum mechanics (1951), were not supported by the scientific community (see Luminiferous aether#End of aether?).

In his Nobel lecture, George F. Smoot (2006) described his own experiments on the Cosmic microwave background radiation anisotropy as "New Aether drift experiments". Smoot explained that "one problem to overcome was the strong prejudice of good scientists who learned the lesson of the Michelson and Morley experiment and Special Relativity that there were no preferred frames of reference." He continued that "there was an education job to convince them that this did not violate Special Relativity but did find a frame in which the expansion of the universe looked particularly simple."

Alternative theories

The theory of complete aether drag, as proposed by George Gabriel Stokes (1844), was used by some critics as Ludwig Silberstein (1920) or Philipp Lenard (1920) as a counter-model of relativity. In this theory, the aether was completely dragged within and in the vicinity of matter, and it was believed that various phenomena, such as the absence of aether drift, could be explained in an "illustrative" way by this model. However, such theories are subject to great difficulties. Especially the aberration of light contradicted the theory, and all auxiliary hypotheses, which were invented to rescue it, are self-contradictory, extremely implausible, or in contradiction to other experiments like the Michelson–Gale–Pearson experiment. In summary, a sound mathematical and physical model of complete aether drag was never invented, consequently this theory was no serious alternative to relativity.

Another alternative was the so-called emission theory of light. As in special relativity the aether concept is discarded, yet the main difference from relativity lies in the fact that the velocity of the light source is added to that of light in accordance with the Galilean transformation. As the hypothesis of complete aether drag, it can explain the negative outcome of all aether drift experiments. Yet, there are various experiments that contradict this theory. For example, the Sagnac effect is based on the independence of light speed from the source velocity, and the image of Double stars should be scrambled according to this model—which was not observed. Also in modern experiments in particle accelerators no such velocity dependence could be observed. These results are further confirmed by the De Sitter double star experiment (1913), conclusively repeated in the X-ray spectrum by K. Brecher in 1977; and the terrestrial experiment by Alväger, et al. (1963);, which all show that the speed of light is independent of the motion of the source within the limits of experimental accuracy.

Principle of the constancy of the speed of light

Some consider the principle of the constancy of the velocity of light insufficiently substantiated. However, as already shown by Robert Daniel Carmichael (1910) and others, the constancy of the speed of light can be interpreted as a natural consequence of two experimentally demonstrated facts:

  1. The velocity of light is independent of the velocity of the source, as demonstrated by De Sitter double star experiment, Sagnac effect, and many others (see emission theory).
  2. The velocity of light is independent of the direction of velocity of the observer, as demonstrated by Michelson–Morley experiment, Kennedy–Thorndike experiment, and many others (see luminiferous aether).

Note that measurements regarding the speed of light are actually measurements of the two-way speed of light, since the one-way speed of light depends on which convention is chosen to synchronize the clocks.

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