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Philosophy of mathematics

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Through Philosophy, Mathematics and Science

Major themes that are dealt with in philosophy of mathematics include:

  • Reality: The question is whether mathematics is a pure product of human mind or whether it has some reality by itself.
  • Logic and rigor
  • Relationship with physical reality
  • Relationship with science
  • Relationship with applications
  • Mathematical truth
  • Nature as human activity (science, art, game, or all together)

Major themes

Reality

The connection between mathematics and material reality has led to philosophical debates since at least the time of Pythagoras. The ancient philosopher Plato argued that abstractions that reflect material reality have themselves a reality that exists outside space and time. As a result, the philosophical view that mathematical objects somehow exist on their own in abstraction is often referred to as Platonism. Independently of their possible philosophical opinions, modern mathematicians may be generally considered as Platonists, since they think of and talk of their objects of study as real objects.

Armand Borel summarized this view of mathematical reality as follows, and provided quotations of G. H. Hardy, Charles Hermite, Henri Poincaré and Albert Einstein that support his views.

Something becomes objective (as opposed to "subjective") as soon as we are convinced that it exists in the minds of others in the same form as it does in ours and that we can think about it and discuss it together. Because the language of mathematics is so precise, it is ideally suited to defining concepts for which such a consensus exists. In my opinion, that is sufficient to provide us with a feeling of an objective existence, of a reality of mathematics ...

Nevertheless, Platonism and the concurrent views on abstraction do not explain the unreasonable effectiveness of mathematics (as Platonism assumes mathematics exists independently, but does not explain why it matches reality).

Logic and rigor

Mathematical reasoning requires rigor. This means that the definitions must be absolutely unambiguous and the proofs must be reducible to a succession of applications of syllogisms or inference rules, without any use of empirical evidence and intuition.

The rules of rigorous reasoning have been established by the ancient Greek philosophers under the name of logic. Logic is not specific to mathematics, but, in mathematics, the standard of rigor is much higher than elsewhere.

For many centuries, logic, although used for mathematical proofs, belonged to philosophy and was not specifically studied by mathematicians. Circa the end of the 19th century, several paradoxes made questionable the logical foundation of mathematics, and consequently the validity of the whole of mathematics. This has been called the foundational crisis of mathematics. Some of these paradoxes consist of results that seem to contradict the common intuition, such as the possibility to construct valid non-Euclidean geometries in which the parallel postulate is wrong, the Weierstrass function that is continuous but nowhere differentiable, and the study by Georg Cantor of infinite sets, which led to consider several sizes of infinity (infinite cardinals). Even more striking, Russell's paradox shows that the phrase "the set of all sets" is self contradictory.

Several methods have been proposed to solve the problem by changing of logical framework, such as constructive mathematics and intuitionistic logic. Roughly speaking, the first one consists of requiring that every existence theorem must provide an explicit example, and the second one excludes from mathematical reasoning the law of excluded middle and double negation elimination.

These logics have fewer inference rules than classical logic. On the other hand, classical logic was a first-order logic, which means roughly that quantifiers cannot be applied freely to infinite sets. This implies that the set of the real numbers cannot be defined in classical logic, and that the intermediate value theorem cannot be proved. This led to the introduction of higher-order logics, which are presently used commonly in mathematics.

The problems of foundation of mathematics has been eventually resolved with the rise of mathematical logic as a new area of mathematics. In this framework, a mathematical or logical theory consists of a formal language that defines the well-formed assertions, a set of basic assertions called axioms and a set of inference rules that allow producing new assertions from one or several known assertions. A theorem of such a theory is either an axiom or an assertion that can be obtained from previously known theorems by the application of an inference rule. The Zermelo–Fraenkel set theory with the axiom of choice, generally called ZFC, is a higher-order logic in which all mathematics have been restated; it is used implicitly in all mathematics texts that do not specify explicitly on which foundations they are based. Moreover, the other proposed foundations can be modeled and studied inside ZFC.

It results that "rigor" is no more a relevant concept in mathematics, as a proof is either correct or erroneous, and a "rigorous proof" is simply a pleonasm. Where a special concept of rigor comes into play is in the socialized aspects of a proof. In particular, proofs are rarely written in full details, and some steps of a proof are generally considered as trivial, easy, or straightforward, and therefore left to the reader. As most proof errors occur in these skipped steps, a new proof requires to be verified by other specialists of the subject, and can be considered as reliable only after having been accepted by the community of the specialists, which may need several years.

Also, the concept of "rigor" may remain useful for teaching to beginners what is a mathematical proof.

Relationship with sciences

Mathematics is used in most sciences for modeling phenomena, which then allows predictions to be made from experimental laws. The independence of mathematical truth from any experimentation implies that the accuracy of such predictions depends only on the adequacy of the model. Inaccurate predictions, rather than being caused by invalid mathematical concepts, imply the need to change the mathematical model used. For example, the perihelion precession of Mercury could only be explained after the emergence of Einstein's general relativity, which replaced Newton's law of gravitation as a better mathematical model.

There is still a philosophical debate whether mathematics is a science. However, in practice, mathematicians are typically grouped with scientists, and mathematics shares much in common with the physical sciences. Like them, it is falsifiable, which means in mathematics that if a result or a theory is wrong, this can be proved by providing a counterexample. Similarly as in science, theories and results (theorems) are often obtained from experimentation. In mathematics, the experimentation may consist of computation on selected examples or of the study of figures or other representations of mathematical objects (often mind representations without physical support). For example, when asked how he came about his theorems, Gauss once replied "durch planmässiges Tattonieren" (through systematic experimentation). However, some authors emphasize that mathematics differs from the modern notion of science by not relying on empirical evidence.

Unreasonable effectiveness

The unreasonable effectiveness of mathematics is a phenomenon that was named and first made explicit by physicist Eugene Wigner. It is the fact that many mathematical theories (even the "purest") have applications outside their initial object. These applications may be completely outside their initial area of mathematics, and may concern physical phenomena that were completely unknown when the mathematical theory was introduced. Examples of unexpected applications of mathematical theories can be found in many areas of mathematics.

A notable example is the prime factorization of natural numbers that was discovered more than 2,000 years before its common use for secure internet communications through the RSA cryptosystem. A second historical example is the theory of ellipses. They were studied by the ancient Greek mathematicians as conic sections (that is, intersections of cones with planes). It was almost 2,000 years later that Johannes Kepler discovered that the trajectories of the planets are ellipses.

In the 19th century, the internal development of geometry (pure mathematics) led to definition and study of non-Euclidean geometries, spaces of dimension higher than three and manifolds. At this time, these concepts seemed totally disconnected from the physical reality, but at the beginning of the 20th century, Albert Einstein developed the theory of relativity that uses fundamentally these concepts. In particular, spacetime of special relativity is a non-Euclidean space of dimension four, and spacetime of general relativity is a (curved) manifold of dimension four.

A striking aspect of the interaction between mathematics and physics is when mathematics drives research in physics. This is illustrated by the discoveries of the positron and the baryon Ω−. In both cases, the equations of the theories had unexplained solutions, which led to conjecture of the existence of an unknown particle and the search for these particles. In both cases, these particles were discovered a few years later by specific experiments.

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