Cardano Feud Over Cubic Formula Yields Imaginary Core of Quantum Law

How Imaginary Numbers Were Invented — Veritasium

Veritasium

Mathematicians resolved the cubic equation only by abandoning the requirement that arithmetic reflect physical geometry, establishing the imaginary numbers essential to modern quantum mechanics.

AI-assisted summary of How Imaginary Numbers Were Invented — original source. Check the original for full context.

Source published:

Key ideas

  • For millennia, finding a general algebraic formula for cubic equations was considered impossible because mathematical understanding was constrained strictly to physical geometry, which rejected negative numbers. (0:00)
  • In Renaissance Italy, Scipione del Ferro and Niccolò Tartaglia cracked the 'depressed cubic' algebraically, leading Gerolamo Cardano to publish a general cubic solution in 1545 by eliminating the quadratic term. (11:35)
  • Cardano's formula exposed a profound paradox in equations like x³ = 15x + 4, which possessed an obvious real solution (x = 4) yet required evaluating square roots of negative numbers as intermediate steps. (14:01)
  • Rafael Bombelli resolved the impasse by treating the square root of negative one as a distinct algebraic quantity whose positive and negative components cancel out, establishing the foundation of imaginary numbers. (16:16)
  • Centuries after emerging as an abstract algebraic trick, the imaginary unit i proved indispensable to physics when Erwin Schrödinger incorporated it into the foundational wave equation of quantum mechanics. (18:17)

Detailed notes

## Background This video was published on YouTube by Derek Muller on the Veritasium channel on November 1, 2021. According to the page description, it explores how a general solution to the cubic equation was long considered impossible until mathematicians abandoned the requirement that mathematics directly reflect physical reality, an episode sponsored by Brilliant.

## TL;DR For millennia, mathematics was anchored in tangible geometry and practical measurements, leading scholars like Luca Pacioli to declare the general cubic equation unsolvable because it defied intuitive spatial methods and rejected negative numbers. In 16th-century Italy, competitive academic rivalries led Scipione del Ferro and Niccolò Tartaglia to solve depressed cubics, techniques later systematized and published by Gerolamo Cardano in *Ars Magna*. When real solutions to certain cubics mysteriously produced square roots of negative numbers, Rafael Bombelli treated these impossible quantities as legitimate intermediate algebraic steps that cancelled out to yield valid real roots. Centuries later, these purely abstract "imaginary numbers" were formalized by Euler and unexpectedly became the foundational mathematical language of quantum physics in the Schrödinger equation.

## Atmosphere & style The presentation carries Veritasium's signature blend of cinematic storytelling, intellectual curiosity, and philosophical wonder. Derek Muller guides viewers through high-stakes Renaissance academic duels and esoteric mathematical geometry with infectious enthusiasm and clear pacing. The visual narrative transitions smoothly from tangible spatial blocks to abstract complex rotations, evoking a profound sense of awe at how an apparently artificial mathematical loophole ended up uncovering the fundamental blueprint of the quantum universe.

## Bulletin - [00:00](https://www.youtube.com/watch?v=cUzklzVXJwo&t=0s) For millennia, finding a general algebraic formula for cubic equations was considered impossible because mathematical understanding was constrained strictly to physical geometry, which rejected negative numbers. - [11:35](https://www.youtube.com/watch?v=cUzklzVXJwo&t=695s) In Renaissance Italy, Scipione del Ferro and Niccolò Tartaglia cracked the 'depressed cubic' algebraically, leading Gerolamo Cardano to publish a general cubic solution in 1545 by eliminating the quadratic term. - [14:01](https://www.youtube.com/watch?v=cUzklzVXJwo&t=841s) Cardano's formula exposed a profound paradox in equations like x³ = 15x + 4, which possessed an obvious real solution (x = 4) yet required evaluating square roots of negative numbers as intermediate steps. - [16:16](https://www.youtube.com/watch?v=cUzklzVXJwo&t=976s) Rafael Bombelli resolved the impasse by treating the square root of negative one as a distinct algebraic quantity whose positive and negative components cancel out, establishing the foundation of imaginary numbers. - [18:17](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1097s) Centuries after emerging as an abstract algebraic trick, the imaginary unit i proved indispensable to physics when Erwin Schrödinger incorporated it into the foundational wave equation of quantum mechanics.

## Key takeaways - [00:00](https://www.youtube.com/watch?v=cUzklzVXJwo&t=0s) In 1494, Luca Pacioli surveyed four thousand years of mathematical attempts and concluded that finding a general algebraic solution to the cubic equation was impossible. - [01:21](https://www.youtube.com/watch?v=cUzklzVXJwo&t=81s) Ancient and medieval mathematicians conceived algebra purely through tangible geometry, cataloging dozens of equation types to avoid negative numbers and negative roots, which were deemed physical absurdities. - [04:53](https://www.youtube.com/watch?v=cUzklzVXJwo&t=293s) Around 1510, Scipione del Ferro discovered an algebraic method to solve depressed cubics, keeping it a strictly guarded trade secret to defend his university position in academic duels. - [07:56](https://www.youtube.com/watch?v=cUzklzVXJwo&t=476s) Niccolò Tartaglia independently derived the depressed cubic solution by extending the method of completing the square into three dimensions, successfully solving thirty contest problems in two hours to defeat Antonio Maria Fior. - [11:35](https://www.youtube.com/watch?v=cUzklzVXJwo&t=695s) Gerolamo Cardano expanded Tartaglia's technique into a general cubic solution by demonstrating that substituting x - b/(3a) cancels the x² term in any cubic polynomial. - [11:35](https://www.youtube.com/watch?v=cUzklzVXJwo&t=695s) Cardano published the method in his 1545 work Ars Magna after discovering that del Ferro had solved the depressed cubic decades earlier, triggering a bitter lifelong feud with Tartaglia. - [14:01](https://www.youtube.com/watch?v=cUzklzVXJwo&t=841s) The geometric completion of the cube stalled on equations like x³ = 15x + 4 because completing the subsequent square demanded impossible 'negative areas,' producing square roots of negative numbers. - [14:01](https://www.youtube.com/watch?v=cUzklzVXJwo&t=841s) While negative radicands in quadratic equations signaled the absence of real solutions, in cubic equations they routinely masked valid, real roots. - [16:16](https://www.youtube.com/watch?v=cUzklzVXJwo&t=976s) Rafael Bombelli proved that the cube roots produced by Cardano's formula could be split into real and imaginary components (2 + √-1 and 2 - √-1) that cancel out to reveal the real root x = 4. - [16:16](https://www.youtube.com/watch?v=cUzklzVXJwo&t=976s) Bombelli's breakthrough untethered algebra from spatial geometry, allowing François Viète, René Descartes, and Leonhard Euler to formalize symbolic notation and complex numbers. - [18:17](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1097s) In 1925, Erwin Schrödinger incorporated the imaginary unit i into his wave equation, discovering that complex numbers were required to accurately describe quantum states and quantized atomic orbits. - [18:17](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1097s) Because multiplication by i represents a quarter-turn rotation on the complex plane, complex exponentials naturally preserve trigonometric wave behavior under differentiation, revealing that nature operates fundamentally on complex numbers.

## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=cUzklzVXJwo&t=0s) Mathematics, Reality, and the "Impossible" Cubic

Mathematics originated as a strictly practical endeavor meant to quantify human experience: measuring plots of agricultural land, forecasting celestial cycles, and keeping tallies in trade and commerce. For millennia, every mathematical concept was tied directly to physical intuition. However, a single algebraic barrier ultimately forced humanity to detach mathematics from physical reality, separating algebra from geometry and giving rise to numbers so seemingly artificial they were labeled "imaginary." Centuries later, these purely abstract constructions unexpectedly emerged as the mathematical core of quantum mechanics. As Derek Muller reflects on this paradox: “Only by abandoning math's connection to reality could we discover reality's true nature.”

```mermaid flowchart TD accTitle: Evolution of Cubic Equation Solvability accDescr: Timeline flowchart from ancient failures to Renaissance breakthroughs in solving cubic equations. subgraph Ancient["Ancient to Renaissance Era (4,000 Years)"] A["Practical Geometry & Reality-Based Math"] --> B["Babylonians, Greeks, Chinese, Persians Fail"] B --> C["1494: Luca Pacioli Declares Cubic Unsolvable"] end subgraph Breakthrough["Italian Renaissance Breakthroughs"] C --> D["c. 1510: Del Ferro Solves Depressed Cubic in Secret"] D --> E["1535: Math Duel Between Fior and Tartaglia"] E --> F["Tartaglia Solves Depressed Cubic via 3D Completion"] end ```

The mathematical community long believed that finding a general solution for the cubic equation—today expressed in the standard polynomial form $ax^3 + bx^2 + cx + d = 0$—was completely out of reach. In 1494, Franciscan friar Luca Pacioli, famous for tutoring Leonardo da Vinci in mathematics, published *Summa de Arithmetica, Geometria, Proportioni et Proportionalita*, an encyclopedic survey of all mathematical knowledge accumulated in Renaissance Italy. In his review of cubic equations, Pacioli surveyed more than four thousand years of futile efforts by the Babylonians, Greeks, Chinese, Indians, Egyptians, and Persians. Confronted by this unbroken record of failure, Pacioli concluded that formulating a general algebraic method for solving the cubic was impossible.

- Ancient civilizations could solve specific numerical cases through geometric approximations or intersection of curves, but none found a universal algebraic recipe. - Pacioli's claim made the cubic seem as inherently insurmountable as squaring the circle.

---

[01:21](https://www.youtube.com/watch?v=cUzklzVXJwo&t=81s) The Geometry of Quadratics and the Denial of Negatives

Pacioli’s pessimism was somewhat striking given that removing the cubic term leaves a standard quadratic, which ancient civilizations had mastered thousands of years earlier. While modern students routinely memorize the quadratic formula to quickly calculate roots, ancient thinkers possessed no modern symbolic notation and conceived mathematics entirely through physical geometry, using words and geometric diagrams.

To solve an equation like $x^2 + 26x = 27$, an ancient mathematician envisioned $x^2$ as a literal square with side lengths of $x$. The term $26x$ was treated as an adjacent rectangle measuring $x$ by 26, such that their combined area equaled 27. To find $x$, the mathematician divided the $26x$ rectangle into two matching strips of dimensions $13$ by $x$, placing one along the bottom and one along the side of the $x^2$ square. This formed an incomplete larger square missing an inner corner of $13 \times 13$. Completing this square required adding an area of $169$ ($13^2$) to both sides of the balance, yielding a total composite area of $196$ ($27 + 169$) with sides measuring $x + 13$. Because $\sqrt{196} = 14$, setting $x + 13 = 14$ immediately revealed $x = 1$.

```mermaid flowchart LR accTitle: Geometric Method of Completing the Square accDescr: Visual decomposition of the quadratic equation x squared plus 26x equals 27 into geometric areas. subgraph Areas["Deconstructed Geometric Areas"] A["Original Square: x * x"] B["Two Rectangular Strips: 2 * (13 * x)"] C["Missing Corner: 13 * 13 = 169"] end subgraph CompletedSquare["Completed Square"] Areas --> D["Total Area: 27 + 169 = 196"] D --> E["Side Length: x + 13 = 14"] E --> F["Positive Solution: x = 1"] end ```

Despite its elegance, this geometric paradigm had a massive blind spot: it was blind to negative numbers. The equation $x^2 + 26x = 27$ also possesses the valid algebraic solution $x = -27$, yet ancient mathematicians completely disregarded it. In an era where numbers represented physical lengths, concrete areas, and tangible volumes, a shape with a side length of $-27$ was deemed absurd. Subtraction existed merely as the operation of finding the difference between two positive magnitudes; negative coefficients and negative answers were dismissed as nonsensical. Consequently, mathematicians had to catalog six distinct variations of the quadratic equation simply to keep every term and coefficient positive.

This conceptual limitation similarly fragmented the cubic. In the 11th century, the Persian polymath and poet Omar Khayyam cataloged nineteen distinct forms of cubic equations to evade negative numbers. Khayyam devised clever geometric constructions using the intersections of conic sections like circles and hyperbolas to find positive roots, yet a universal algebraic formula eluded him. Acknowledging the boundary of his generation's understanding, Omar Khayyam wistfully observed: “Maybe one of those who will come after us will succeed in finding it.”

---

[04:53](https://www.youtube.com/watch?v=cUzklzVXJwo&t=293s) Del Ferro's Secret and the High-Stakes Duel

Four centuries after Omar Khayyam, the first major breakthrough occurred at the University of Bologna. Around 1510, mathematics professor Scipione del Ferro uncovered an algebraic technique to solve "depressed cubics"—cubic equations that lack a quadratic ($x^2$) term. Rather than publishing his discovery, del Ferro kept it an absolute secret. Academic life in 16th-century Italy was precarious: university positions were not permanent and could be challenged at any moment by rival scholars in public intellectual tournaments. In these academic duels, each contestant drafted a set of problems for their opponent to solve under a strict deadline; the candidate who solved the most questions secured the professorship and institutional funding, while the loser endured career-damaging public disgrace. Knowing he alone held the secret to depressed cubics, del Ferro guarded the formula as an invincible trump card for nearly two decades.

Del Ferro guarded his advantage until he lay dying in 1526, finally passing the secret to his student, Antonio Maria Fior. Fior lacked his mentor’s deep mathematical brilliance, but he had ambition and began openly boasting about his mastery of the depressed cubic. Emboldened by his exclusive knowledge, on February 12, 1535, Fior challenged Niccolò Fontana Tartaglia, an accomplished mathematician who had recently relocated to Venice.

Tartaglia’s life had been forged in extreme hardship. During the French sack of Brescia in 1512, an invading soldier slashed his jaw and palate with a saber, leaving him with a pronounced speech impediment that earned him the nickname "Tartaglia" (the stutterer). Raised in deep poverty and almost entirely self-educated, Tartaglia had painstakingly clawed his way into intellectual respectability.

When Fior issued his challenge, Tartaglia was initially dismissive of his rival’s genuine abilities. Regarding the rumors that Fior had mastered the cubic independently, Tartaglia noted: “I did not deem him capable of finding such a rule on his own.” However, upon hearing credible reports that a deceased master had bequeathed the secret to Fior, Tartaglia realized the danger. Each man exchanged thirty problems with a 40-day deadline. Fior's problems were all depressed cubics, designed to exploit his assumed monopoly. Faced with financial and professional ruin, Tartaglia relentlessly worked to deduce the logic of the depressed cubic himself. His labor paid off: when the contest concluded, Fior failed to solve a single problem Tartaglia had set for him, while Tartaglia solved all thirty of Fior’s depressed cubics in a mere two hours.

---

[07:56](https://www.youtube.com/watch?v=cUzklzVXJwo&t=476s) Tartaglia's Geometric Breakthrough and Cardano's Oath

Tartaglia cracked the depressed cubic by generalizing the classical method of completing the square into three dimensions—completing the cube. Taking a specific problem such as $x^3 + 9x = 26$, he envisioned $x^3$ as a three-dimensional solid cube of edge length $x$, whose volume had to be enlarged by an added volume of $9x$ to reach a total volume of 26. Tartaglia imagined expanding three faces of the original cube outward by an unknown distance $y$, creating a larger bounding cube with sides of length $z = x + y$.

```mermaid flowchart TD accTitle: Tartaglia's 3D Completing the Cube Method accDescr: Step-by-step algebraic and geometric breakdown used by Tartaglia to solve depressed cubics. subgraph Geometry["3D Volume Decomposition"] A["Original Cube: x^3"] B["Padding Volume: 3 prisms of (x^2 * y) + 3 prisms of (x * y^2)"] C["Missing Corner Volume: y^3"] end subgraph Rearrangement["Reassembly & System Setup"] B --> D["Combined Prisms Block: Base (3yz) * Height (x)"] D --> E["Match 9x Term: Set 3yz = 9 -> z = 3/y"] C --> F["Complete the Cube: z^3 = 26 + y^3"] end subgraph Solution["Reduction to Quadratic"] E & F --> G["Substitute z: (3/y)^3 = 26 + y^3"] G --> H["Quadratic in y^3: (y^3)^2 + 26(y^3) = 27"] H --> I["y^3 = 1 -> y = 1; z = 3"] I --> J["Final Solution: x = z - y = 2"] end ```

Adding this padding around the central cube produced seven distinct geometric shapes: - Three square prisms measuring $x \times x \times y$ - Three narrower rectangular prisms measuring $x \times y \times y$ - One tiny corner cube with volume $y^3$

Tartaglia regrouped the six rectangular prisms into a single composite geometric block with a base measuring $3y$ by $(x + y)$ (which is $3yz$) and a height of $x$, yielding a volume of $3yzx$. To make this volume correspond directly to the $9x$ term of his equation, Tartaglia simply set the base equal to the coefficient: $3yz = 9$. Adding the missing corner cube ($y^3$) to both sides completed the global volume, producing the relation $z^3 = 26 + y^3$.

With two conditions and two unknowns—$3yz = 9$ (or $z = 3/y$) and $z^3 - y^3 = 26$—Tartaglia substituted $z$ into the cubic equation: $$(3/y)^3 - y^3 = 26 \implies \frac{27}{y^3} - y^3 = 26 \implies y^6 + 26y^3 = 27$$ Although this introduced a sixth-degree variable, treating $y^3$ as a single quantity revealed that it was merely a disguised quadratic: $(y^3)^2 + 26(y^3) = 27$. Using the classic completion of the square yielded $y^3 = 1$, which meant $y = 1$. From this, $z = 3/y = 3$, and because $x = z - y$, Tartaglia determined that $x = 3 - 1 = 2$—a clean, correct root for $x^3 + 9x = 26$.

Because symbolic algebraic notation was still roughly a century away, Tartaglia recorded this algorithm as a poem rather than a string of formulas. His stunning victory over Fior transformed Tartaglia into an academic sensation, attracting the intense curiosity of scholars across Italy. Most persistent among them was Gerolamo Cardano, an eccentric Milanese polymath, physician, and avid gambler. When Tartaglia firmly refused to share his secrets or even provide samples of the contest problems, Cardano mounted an aggressive campaign that alternated between flattering letters and harsh personal denunciations. Ultimately, Cardano dangled the enticing prospect of introducing Tartaglia to an influential, wealthy Milanese benefactor. Tartaglia took the bait and traveled to Milan. There, on March 25, 1539, Tartaglia finally revealed his algorithmic verses to Cardano—but only after demanding that Cardano swear a sacred, solemn oath never to publish or share the secret solution with anyone.

[11:35](https://www.youtube.com/watch?v=cUzklzVXJwo&t=695s) Cardano's General Solution and the Broken Oath

Niccolò Tartaglia exacts a strict oath from Gerolamo Cardano: Cardano must swear never to publish Tartaglia's method, demanding he record it strictly in cipher, “So that after my death, no one shall be able to understand it.” Cardano is thrilled to acquire the algorithm and immediately begins experimenting with it. He sets his sights on a far more ambitious breakthrough: uncovering a solution to the general cubic equation that includes the $x^2$ term. Remarkably, Cardano cracks it. He observes that by substituting $x - \frac{b}{3a}$ for $x$, every single $x^2$ term cancels out entirely, transforming any general cubic into a depressed cubic that can readily be solved using Tartaglia’s formula.

Having unlocked a puzzle that had baffled the world's greatest mathematical minds for thousands of years, Cardano is eager to publish his discovery. Unlike the calculating mathematicians of his day who guarded trade secrets to secure their livelihoods, Cardano earns his living as an acclaimed physician and intellectual. To him, the lasting prestige of the breakthrough far outweighs any competitive secrecy. Yet he remains bound by his sacred promise to Tartaglia, who flatly refuses to release him from his word.

The stalemate is broken in 1542 during Cardano's visit to Bologna. While there, he meets the son-in-law of Scipione del Ferro—the mathematician who had bequeathed his secret solution of the depressed cubic to Antonio Maria Fior on his deathbed. In del Ferro’s old notebook, Cardano discovers the very same formula, preserved in writing decades before Tartaglia worked it out. Cardano decides that because the method originated with del Ferro, publishing the general solution will not violate his solemn pledge to Tartaglia.

In 1545, Cardano releases *Ars Magna* ("The Great Art"), a milestone mathematical compendium bearing the proud motto: “Written in five years, may it last for five hundred.” The work provides individualized geometric proofs across thirteen separate arrangements of the cubic equation. Although Cardano meticulously credits Tartaglia, del Ferro, and Fior, Tartaglia is enraged. He retaliates by firing off vitriolic letters addressed directly to Cardano and copies a large portion of the contemporary mathematical community. Regardless of Tartaglia's grievances, the technique becomes cemented in mathematical history under the name "Cardano's method."

```mermaid flowchart TD accTitle: Cardano's General Cubic Solution Pathway accDescr: Chart illustrating how Cardano converted the general cubic to a depressed cubic, uncovered del Ferro's prior discovery, and published Ars Magna despite Tartaglia's objection.

subgraph Transform["Equation Reduction"] A["General Cubic:<br/>ax³ + bx² + cx + d = 0"] -->|"Substitute x = x - b/(3a)"| B["Depressed Cubic:<br/>x³ + px = q"] end

subgraph Discovery["Secret Unlocked"] B -->|"Solved via Tartaglia's method"| C["Cardano Bound by Oath"] C -->|"1542 Bologna trip:<br/>Examines del Ferro's notebook"| D["Proof of Prior Discovery<br/>(Predates Tartaglia)"] end

subgraph Publication["Historical Release"] D -->|"Cardano considers oath void"| E["1545: Ars Magna Published"] E --> F["Tartaglia writes public attacks"] end ```

[14:01](https://www.youtube.com/watch?v=cUzklzVXJwo&t=841s) The Paradox of Negative Area and Cardano's Impasse

Despite pushing geometric logic to its outer limits, *Ars Magna* stumbles onto equations that defy the standard method. When Cardano attempts to solve the depressed cubic $x^3 = 15x + 4$, the formula produces expressions containing the square roots of negative numbers. Cardano reaches out to Tartaglia for insight into this anomaly, but Tartaglia deflects, condescendingly suggesting that Cardano is simply not clever enough to apply the formula properly. In truth, Tartaglia is just as baffled.

Tracing the geometric steps of a similar problem back to find where the logic breaks down, Cardano notes that while cutting and rearranging three-dimensional cubes functions smoothly, the subsequent step of completing the square triggers a geometric paradox. He encounters a square section requiring an area of 30 alongside side lengths of 5. Because a full square with sides of length 5 has an area of only 25, completing the square would require conjuring an impossible "negative area." This impossible geometric demand is the precise origin of the negative square roots.

Square roots of negatives were not entirely unprecedented. Earlier in *Ars Magna*, Cardano poses a classic problem: find two numbers that sum to 10 and multiply to 40. Formulating this yields the quadratic equation $x^2 + 40 = 10x$. Applying the quadratic formula forces square roots of negative numbers into the answer, confirming what common sense already reveals: no two real numbers satisfy those requirements. In quadratic equations, a negative radicand served as clear notice that no physical or numerical solution existed.

The cubic $x^3 = 15x + 4$, however, presents a confounding dilemma: trial and error quickly shows that $x = 4$ is an unmistakably valid, real root. Why the proven method failed to surface this real root remained baffling. Lacking an answer, Cardano bypasses the case in *Ars Magna*, dismissing the square roots of negative numbers with the quip that the concept “is as subtle as it is useless.”

[16:16](https://www.youtube.com/watch?v=cUzklzVXJwo&t=976s) Rafael Bombelli and the Birth of Imaginary Numbers

Roughly a decade later, Italian engineer Rafael Bombelli revisits Cardano's unfinished puzzle. Refusing to be deterred by the nonsensical geometry of negative areas, Bombelli commits to forging a path straight through the arithmetic confusion. Observing that the square root of a negative “cannot be called either positive or negative,” Bombelli boldly treats it as a distinct, novel species of number.

Bombelli posits that the two cube-root expressions in Cardano's formula are composed of a standard number paired with this new kind of quantity based on $\sqrt{-1}$. Working through the algebra, he discovers that the two cube roots equate to:

$$2 + \sqrt{-1} \quad \text{and} \quad 2 - \sqrt{-1}$$

When these two terms are added together to find the final value of $x$, the positive and negative imaginary parts cancel out completely, yielding the correct real root: 4. The result feels like a miracle. Cardano's algebraic technique was correct all along, but accepting it required abandoning the traditional geometric constraints that had birthed algebra in the first place. Paradoxical steps that have no meaning in physical space are required as intermediate stepping stones to reach valid real-world answers.

```mermaid flowchart LR accTitle: Bombelli's Complex Resolution of the Cubic accDescr: Flow diagram showing how Bombelli used combinations of real and imaginary numbers to resolve the depressed cubic solution to 4.

A["Cardano's Result for<br/>x³ = 15x + 4:<br/>Cube roots of negative radicands"] --> B["Bombelli assumes split terms:<br/>(2 + √-1) and (2 - √-1)"] B --> C["Add terms together:<br/>(2 + √-1) + (2 - √-1)"] C --> D["Imaginary terms cancel out"] D --> E["Real Root: x = 4"] ```

Over the succeeding century, mathematics sheds its reliance on spatial diagrams: - In the 1600s, François Viète introduces modern symbolic algebraic notation, dismantling the ancient habit of formulating problems as descriptive prose and geometric drawings; geometry is no longer the arbiter of mathematical truth. - René Descartes frequently employs square roots of negatives, christening them "imaginary numbers"—a somewhat dismissive moniker that permanently sticks. - Leonhard Euler later introduces the symbol $i$ to designate $\sqrt{-1}$, formalizing complex numbers as combinations of real and imaginary parts.

[18:17](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1097s) Imaginary Numbers in Modern Physics: The Schrödinger Equation

The emancipation of algebra from spatial geometry proves to be only the beginning of the story. In 1925, Erwin Schrödinger seeks a wave equation to describe quantum particles, inspired by Louis de Broglie’s insight that matter exhibits wave-like behavior. His pursuit yields the Schrödinger equation, one of the central pillars of modern physics, with the imaginary unit $i$ standing right at its center.

Physicists of the era, who had never shared the mathematicians' comfort with complex numbers, are deeply troubled by its presence in basic reality. Schrödinger openly shares this unease, writing: “What is unpleasant here, and indeed directly to be objected to, is the use of complex numbers. The wave function $\Psi$ is surely fundamentally a real function.”

The necessity of $i$ in quantum dynamics stems from its geometric behavior on the complex plane, where imaginary numbers sit perpendicular to the real axis. Successive multiplications by $i$ generate cyclic quarter-turn rotations: - $1 \times i = i$ - $i \times i = -1$ - $-1 \times i = -i$ - $-i \times i = 1$

Continuous rotation across space or time is naturally expressed by the complex exponential $e^{ix}$, which tracks out a three-dimensional helix along an axis. The real component forms a cosine wave, while the imaginary component forms a sine wave. The two foundational trigonometric functions of wave physics are thus packaged directly inside $e^{ix}$.

When constructing a physical wave equation, using the complex plane via $e^{i(kx - \omega t)}$ offers a decisive mathematical advantage: taking spatial or temporal derivatives of the exponential reproduces the exact original function scaled by a constant factor. In contrast, differentiating real sine waves toggles between sine and cosine. Furthermore, because the Schrödinger equation is linear, solutions can be superposed in arbitrary sums to model any wave shape imaginable.

Physicist Freeman Dyson later reflects on this unexpected turn: “Schrödinger put the square root of minus one into the equation, and suddenly it made sense. Suddenly it became a wave equation instead of a heat conduction equation. And Schrödinger found to his delight that the equation has solutions corresponding to the quantized orbits in the Bohr model of the atom. It turns out that the Schrödinger equation describes correctly everything we know about the behavior of atoms. It is the basis of all of chemistry and most of physics. And that square root of minus one means that nature works with complex numbers and not with real numbers. This discovery came as a complete surprise, to Schrödinger as well as to everybody else.”

A concept that originated as a curious algebraic detour to solve sixteenth-century cubic equations became an indispensable pillar of quantum mechanics. Only by abandoning the demand that mathematics resemble immediate sensory reality could mathematics expose the inner workings of nature.

[22:30](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1350s) Interactive Learning with Brilliant

Derek Muller introduces the video's sponsor, Brilliant, explaining that it is a website and mobile application designed to teach a wide range of STEM concepts spanning from basic geometry all the way to quantum mechanics. Rather than relying on passive instruction, the platform emphasizes active learning by doing, using interactive tools and visual manipulation to help users grasp challenging mathematical ideas. To illustrate, Derek points to interactive lessons on calculus, showing how students can explore concepts like surfaces of revolution to visually and intuitively understand how an integral is used to compute three-dimensional volume. As Derek Muller notes: “It's way more fun when you work through the material yourself and get to manipulate it visually.”

The platform scaffolds its learning pathways by offering curated problems that steadily ramp up in difficulty, providing helpful hints whenever a learner gets stuck on a tricky challenge. For viewers intrigued by the story of imaginary and complex numbers, Derek recommends Brilliant's dedicated course covering topics ranging from the Mandelbrot set to Euler's formula. To close the video, Derek thanks both Brilliant for supporting Veritasium and the audience for watching, sharing a special promotional link for viewers.

- **Interactive STEM Topics:** Covers foundational to advanced subjects, including geometry, calculus, surfaces of revolution, and quantum mechanics. - **Complex Numbers Coursework:** Explores advanced visual and mathematical ideas such as Euler's formula and the fractal structures of the Mandelbrot set. - **Viewer Promotion:** The first 200 people to sign up via `brilliant.org/veritasium` receive 20% off an annual subscription.

## Notable quotes > [00:00](https://www.youtube.com/watch?v=cUzklzVXJwo&t=0s) Only by abandoning math's connection to reality could we discover reality's true nature. — Derek Muller

## Mentioned Luca Pacioli, Leonardo da Vinci, Summa de Arithmetica, Geometria, Proportioni et Proportionalita, Omar Khayyam, Scipione del Ferro, Antonio Maria Fior, Niccolò Fontana Tartaglia, Gerolamo Cardano, Ars Magna, Rafael Bombelli, François Viète, René Descartes, Leonhard Euler, Erwin Schrödinger, Louis de Broglie, Freeman Dyson, Niels Bohr, Brilliant, Derek Muller, Veritasium

## Video description A general solution to the cubic equation was long considered impossible, until we gave up the requirement that math reflect reality. This video is sponsored by Brilliant. The first 200 people to sign up via https://brilliant.org/veritasium get 20% off a yearly subscription.

Thanks to Dr Amir Alexander, Dr Alexander Kontorovich, Dr Chris Ferrie, and Dr Adam Becker for the helpful advice and feedback on the earlier versions of the script.

▀▀▀ References: Some great videos about the cubic:

500 years of not teaching the cubic formula. -- https://youtu.be/N-KXStupwsc

Imaginary Numbers are Real -- https://youtu.be/T647CGsuOVU

Dunham, W. (1990). Journey through genius: The great theorems of mathematics. New York. -- https://ve42.co/Dunham90

Toscano, F. (2020). The Secret Formula. Princeton University Press. -- https://ve42.co/Toscano2020

Bochner, S. (1963). The significance of some basic mathematical conceptions for physics. Isis, 54(2), 179-205. -- https://ve42.co/Bochner63

Muroi, K. (2019). Cubic equations of Babylonian mathematics. arXiv preprint arXiv:1905.08034. -- https://ve42.co/Murio21

Branson, W. Solving the cubic with Cardano, -- https://ve42.co/Branson2014

Rothman, T. (2013). Cardano v Tartaglia: The Great Feud Goes Supernatural. arXiv preprint arXiv:1308.2181. -- https://ve42.co/Rothman

Vali Siadat, M., & Tholen, A. (2021). Omar Khayyam: Geometric Algebra and Cubic Equations. Math Horizons, 28(1), 12-15. -- https://ve42.co/Siadat21

Merino, O. (2006). A short history of complex numbers. University of Rhode Island. -- https://ve42.co/Merino2006

Cardano, G (1545), Ars magna or The Rules of Algebra, Dover (published 1993), ISBN 0-486-67811-3

Bombelli, R (1579) L’Algebra https://ve42.co/Bombelli

The Manim Community Developers. (2021). Manim – Mathematical Animation Framework (Version v0.13.1) [Computer software]. https://www.manim.community/

▀▀▀ Special thanks to Patreon supporters: Luis Felipe, Anton Ragin, Paul Peijzel, S S, Benedikt Heinen, Diffbot, Micah Mangione, Juan Benet, Ruslan Khroma, Richard Sundvall, Lee Redden, Sam Lutfi, MJP, Gnare, Nick DiCandilo, Dave Kircher, Edward Larsen, Burt Humburg, Blake Byers, Dumky, Mike Tung, Evgeny Skvortsov, Meekay, Ismail Öncü Usta, Crated Comments, Anna, Mac Malkawi, Michael Schneider, Oleksii Leonov, Jim Osmun, Tyson McDowell, Ludovic Robillard, Jim buckmaster, fanime96, Ruslan Khroma, Robert Blum, Vincent, Marinus Kuivenhoven, Alfred Wallace, Arjun Chakroborty, Joar Wandborg, Clayton Greenwell, Pindex, Michael Krugman, Cy 'kkm' K'Nelson,Ron Neal

Executive Producer: Derek Muller Writers: Derek Muller, Alex Kontorovich, Stephen Welch, Petr Lebedev Animators: Fabio Albertelli, Jakub Misiek, Ivy Tello, Jesús Rascón SFX: Shaun Clifford Camerapeople: Derek Muller, Emily Zhang Editors: Derek Muller, Petr Lebedev Producers: Derek Muller, Petr Lebedev, Emily Zhang Additional video supplied by Getty Images Music from Epidemic Sound and Jonny Hyman

[Source](https://www.youtube.com/watch?v=cUzklzVXJwo)

中文简报

卡尔达诺三次方程之争催生量子力学核心虚数 数学家唯有摒弃算术必须反映实体几何的要求才解出了三次方程,进而确立了现代量子力学所必需的虚数。 几千年来,数学一直植根于可感的几何与实际测量,这导致卢卡·帕乔利等学者断言一般三次方程不可解,因为该方程违背了直观的空间方法且排斥负数。16世纪的意大利,激烈的学术竞争促使希皮奥内·德尔·费罗与尼科洛·塔塔利亚解出了缺二次项的三次方程,这些技巧随后被吉罗拉莫·卡尔达诺系统化并发表在《大术》中。当某些三次方程的实数解离奇地导出了负数的平方根时,拉斐尔·邦贝利将这些“不可能存在的量”视为合法的代数中间步骤,它们通过相互抵消得出了有效的实根。几个世纪后,这些纯粹抽象的“虚数”由欧拉形式化,并出人意料地在薛定谔方程中成为了量子物理学的基础数学语言。 几千年来,寻找三次方程的通用代数公式一直被认为是不可能的,因为数学理解被严格限制在排斥负数的实体几何之中。 (0:00) 在文艺复兴时期的意大利,希皮奥内·德尔·费罗与尼科洛·塔塔利亚通过代数方法攻克了“缺项三次方程”,促使吉罗拉莫·卡尔达诺于1545年通过消去二次项发表了一般三次方程的解法。 (11:35) 卡尔达诺的公式暴露了一个深刻的悖论:形如 x³ = 15x + 4 的方程虽拥有显而易见的实数解(x = 4),其中间计算步骤却需要对负数的平方根求值。 (14:01) 拉斐尔·邦贝利通过将负一的平方根视为一种正负成分可相互抵消的独立代数量化解了这一僵局,为虚数奠定了基础。 (16:16) 在作为一种抽象代数技巧出现数个世纪后,虚数单位 i 被埃尔温·薛定谔引入量子力学的基础波动方程中,被证明对物理学不可或缺。 (18:17)

Reading summary

Veritasium traces how the centuries-long effort to solve cubic equations forced mathematics to abandon tangible physical geometry in favor of abstract "imaginary numbers." As Derek Muller highlights, detaching mathematical rules from direct sensory reality ultimately unlocked the exact mathematical language required to describe quantum physics. Geometric Foundations and the Rejection of Negatives (1:21) For millennia, mathematical reasoning was tied strictly to concrete spatial intuition. Ancient civilizations conceived quadratic equations geometrically; for example, solving x² + 26x = 27 meant constructing a literal square with sides of x and adjoining rectangles, then completing a larger square by adding an area of 169. However, this spatial framework could not accommodate negative numbers, because a shape with negative side lengths was considered physically impossible. Valid algebraic roots like x = -27 were systematically ignored, and operations were limited to finding positive differences between tangible magnitudes. This conceptual limitation severely restricted higher-order algebra. In the 11th century, Persian polymath Omar Khayyam cataloged 19 separate forms of cubic equations simply to avoid negative coefficients, relying on intersections of conic sections for geometric roots. By 1494, Franciscan friar Luca Pacioli surveyed four millennia of failed attempts across Greek, Babylonian, Egyptian, Chinese, Indian, and Persian mathematics in his Summa de Arithmetica, concluding that formulating a general algebraic method for solving the cubic equation was impossible. Renaissance Competition and the General Cubic (4:53) Pacioli's verdict was shattered around 1510 when Scipione del Ferro discovered an algebraic method to solve "depressed cubics"—equations lacking an x² term. Del Ferro kept the formula secret to safeguard his academic tenure in Bologna, revealing it only on his deathbed in 1526 to his pupil Antonio Maria Fior. In 1535, Fior challenged Niccolò Tartaglia to a public academic duel. Tartaglia, a self-taught mathematician who had survived poverty and a childhood saber injury, worked under deadline pressure to independently deduce the solution by generalizing completion of the square into a three-dimensional cube-padding method. Tartaglia solved all 30 of Fior's problems in two hours, while Fior solved none. Tartaglia shared his algorithm in 1539 with Gerolamo Cardano under a strict oath of secrecy. Cardano subsequently expanded the technique, demonstrating that substituting x - b/(3a) eliminates the x² term in any general cubic, reducing it to a depressed cubic. After discovering in 1542 that del Ferro had written down the depressed cubic solution decades before Tartaglia, Cardano deemed his oath non-binding and published the universal solution in his 1545 treatise Ars Magna, sparking a bitter public rivalry with Tartaglia. Impossible Areas and Bombelli's Complex Numbers (14:01) Cardano's method encountered a profound paradox when applied to equations like x³ = 15x + 4. Tracing the algorithm forced the extraction of square roots of negative numbers, which corresponded geometrically to completing a square that demanded an impossible "negative area." Cardano recognized that x = 4 was an unmistakably real, correct solution, yet his proven formula stalled on negative radicands. Unable to resolve the contradiction, Cardano bypassed the issue in Ars Magna, dismissing negative square roots as "as subtle as it is useless." A decade later, engineer Rafael Bombelli tackled the impasse by treating the square root of -1 not as positive or negative, but as an unprecedented species of number. Bombelli demonstrated that Cardano's formula split into two conjugate expressions, (2 + √-1) and (2 - √-1). When summed, the opposite imaginary terms canceled out completely, yielding the real root of 4. This confirmed that abstract intermediate calculations devoid of spatial meaning could yield real physical truths. Over the following centuries, François Viète introduced symbolic notation, René Descartes coined the term "imaginary numbers," and Leonhard Euler formalized the notation i for √-1. Imaginary Numbers at the Quantum Foundation (18:17) The decoupling of algebra from spatial intuition proved crucial in 1925, when Erwin Schrödinger formulated his quantum wave equation with the imaginary unit i at its foundation. Although physicists initially resisted complex numbers—with Schrödinger himself expressing discomfort and arguing the wave function ought to be real—the algebraic properties of the complex plane proved indispensable. Multiplication by i performs quarter-turn rotations, enabling complex exponentials like e^(ix) to naturally bundle sines and cosines to track wave oscillations. Using complex exponentials provided a decisive mathematical advantage: differentiating e^(i(kx - ωt)) reproduces the original function scaled by a constant, whereas differentiating real trigonometric functions alternates between sine and cosine. Furthermore, linearity permitted superposing solutions to model complex quantum states. As physicist Freeman Dyson observed, introducing the square root of -1 turned Schrödinger's equation into a wave equation that accurately predicted quantized atomic orbits, revealing that nature operates fundamentally through complex numbers rather than real numbers alone. The historical journey of imaginary numbers highlights how mathematics advanced by breaking away from direct sensory intuition. What began in the Renaissance as an algebraic stepping stone to resolve cubic geometry eventually provided the indispensable framework for modern quantum mechanics and physical chemistry.

精炼阅读摘要

数学长期受制于对物理现实与几何实体的直观对应,直到16世纪意大利数学家在求解三次方程时遭遇看似不可能存在的负数平方根,促使代数彻底脱离几何束缚;节目指出,人类恰恰是通过放弃数学与直观现实的表面联系,才最终在量子力学中揭示了自然规律的本质。 几何直觉的局限与负数的长期缺席 (1:21) 早期数学是一门纯粹以实用为目的的学科,旨在量化测量土地、预测天体周期和记录商贸账目。古代数学家没有现代符号记号,完全依赖物理几何图形思考代数问题。在求解诸如 $x^2 + 26x = 27$ 这样的二次方程时,古代学者将其视作边长为 $x$ 的正方形与相连的长方形拼接,通过向两侧补全一个 $13 \times 13$ 的缺失角来完成配方,最终求得正数解 $x = 1$。然而,由于当时的数字代表具体的长度与面积,长为负数的几何形体被视作荒谬,因此像 $x = -27$ 这样的有效代数解被完全忽略。 由于排斥负数和负系数,数学家必须将二次方程细分为六种不同形式,以保证每一项均为正数。到了11世纪,波斯学者欧玛尔·海亚姆为了回避负数,将三次方程划分为19种不同形式,虽能借助圆锥曲线交点找到正根,却始终未能找到通用的代数解法。直至1494年,卢卡·帕乔利在其百科全书式著作中总结巴比伦、希腊、中国、印度及波斯数千年的失败记录后,正式断言寻找三次方程的通用代数解在客观上是不可能的。 秘传之术、学术决斗与三次方程的通解 (4:53) 打破僵局的转机始于16世纪的意大利大学。约1510年,博洛尼亚大学教授希皮奥内·德尔·费罗发现了求解缺二次项三次方程($x^3 + px = q$)的代数方法。鉴于当时学术教席依赖公开学术决斗来维持,失败者往往声名扫地并失去薪资,德尔·费罗将该秘诀封存近二十年,直到1526年临终前才传给弟子安东尼奥·玛利亚·菲奥尔。1535年,菲奥尔以此向前来威尼斯的自学数学家尼科洛·塔尔塔利亚发起决斗。塔尔塔利亚童年因战乱致残并伴有言语障碍,他在高压下独立推导出通过三维空间“补全立方体”求解缺项三次方程的几何逻辑,在两小时内解出菲奥尔出的全部30道题目,而菲奥尔一道未解。 米兰学者吉罗拉莫·卡尔达诺得知后极力争取该算法。1539年3月25日,卡尔达诺在发下绝不公开的誓言后获得了塔尔塔利亚写成晦涩诗歌的解法。随后卡尔达诺发现,通过代换 $x - b/(3a)$ 即可消除任意一般三次方程中的二次项,将其化归为缺项三次方程,从而找到了解决一般三次方程的通用方法。1542年,卡尔达诺在博洛尼亚证实德尔·费罗早于塔尔塔利亚数十年就已写下该公式,遂认为原有誓言不再受限,于1545年在《大术》(Ars Magna)中正式出版了该解法。尽管书中明确致谢了各方贡献,此举仍引发了塔尔塔利亚长期的公开谴责与抨击。 负面积悖论与虚数的代数诞生 (14:01) 尽管卡尔达诺的公式取得了突破,但在处理某些方程时却引发了严重的逻辑危机。当尝试用该方法求解 $x^3 = 15x + 4$ 时,公式内部出现了负数的平方根。在几何推导中,这意味着要求出一个边长为5但面积却为30的正方形,从而必须构建出现实中根本不存在的“负面积”。然而令人困惑的是,通过简单验算可以确定 $x = 4$ 是该方程完全合理的实数解。此前在二次方程中,负数平方根代表方程无解,但在三次方程中,真实的解与虚构的运算过程却不可思议地共存。卡尔达诺无法解释这一矛盾,只能在《大术》中将其搁置,称这种运算“既精妙又毫无用处”。 约十年后,意大利工程师拉斐尔·邦贝利选择越过几何直觉的阻碍,直接探索纯代数规则。邦贝利指出负数的平方根既不是正数也不是负数,而是一种崭新的数。他假设卡尔达诺公式中的两个立方根形式可以拆解为包含 $\sqrt{-1}$ 的共轭组合,即 $(2 + \sqrt{-1})$ 与 $(2 - \sqrt{-1})$。当两者相加时,正负虚数部分相互抵消,最终准确得出了实数根4。邦贝利的突破表明,为了求得客观存在的现实结果,人类必须在中间计算环节允许看似不可能存在的抽象数介入。此后,弗朗索瓦·韦达引入符号代数使数学脱离了几何叙述,勒内·笛卡尔将其命名为“虚数”,莱昂哈德·欧拉则最终确立了虚数单位记号 $i$。 从代数工具到量子物理的核心机制 (18:17) 原本被视作纯代数技巧的虚数,在20世纪的理论物理中展现出不可替代的物理实在性。1925年,埃尔温·薛定谔在构建描述亚原子粒子波动力学的波动方程时,被迫将虚数单位 $i$ 直接写入方程核心。薛定谔本人最初对此深感不安,曾公开表示在基础物理定律中使用复数令人不适,认为波函数在本质上应当是实数函数。 然而,虚数之所以成为量子力学不可或缺的成分,源于复平面上的几何特性:乘以 $i$ 对应于复平面上的90度旋转,而复指数形式 $e^{ix}$ 天然包含余弦(实部)与正弦(虚部),在三维空间中描摹出连续行进的螺旋线。物理波函数采用复指数 $e^{i(kx - \omega t)}$ 表示时,其时间与空间导数仅需缩放常数因子,而不像实数三角函数那样在正弦与余弦之间频繁切换,从而完美支持了量子叠加原理。物理学家弗里曼·戴森对此评价道,薛定谔将负一的平方根引入方程后,热传导方程瞬间转变为波动方程,并精确解释了玻尔模型中的量子化轨道;这项出人意料的发现表明,自然界的底层运作机制依赖的是复数,而非仅有实数。 虚数的演化史展现了数学思想从受制于宏观感官经验到走向纯代数自由的演进轨迹。从古人因无法具象化而排斥负数,到文艺复兴学者为求实数解而接纳负面积的数学抽象,人类最终发现,正是这种一度被视作无意义思维游戏的符号构想,构成了现代化学与微观物理学的基本数学语言。

Detailed notes — zh

## Background 该视频由著名科普频道 Veritasium(德里克·穆勒,Derek Muller)于 2021 年 11 月 1 日发布在 YouTube 平台上。视频简介指出,三次方程的一般解曾长期被认为是不可能攻克的难题,直到人类彻底放弃了“数学必须直观反映现实”的刻板要求,才最终催生出虚数的发明。 ## TL;DR 视频追溯了人类攻克三次方程的漫长历史,揭示了负数与虚数如何打破古人依赖几何直觉与物理实体的枷锁。从文艺复兴时期德尔·费罗、塔尔塔利亚与卡尔达诺之间充满学术决斗与背叛的传奇争端,到邦贝利大胆接受“负数平方根”作为运算的中间过渡,数学由此摆脱了纯粹度量物理空间的羁绊。几个世纪后,曾经看似荒谬的虚数单位 $i$ 竟然成为薛定谔方程的核心,从代数运算中的“怪异过渡”升华为揭示微观量子宇宙底层运行法则的基础基石。 ## Atmosphere & style 整部影片呈现出一种兼具史诗戏剧张力与智识启迪感的纪录片质感,德里克·穆勒以引人入胜的叙事节奏,将文艺复兴时期的学术决斗与争名夺利的风波娓娓道来。视觉上配合优雅直观的 Manim 数学动画,将抽象的代数推演与几何形变展现得极具说服力。观众在观影过程中经历了一场从惊叹古代巧思、到困惑于负面积悖论、再到领略虚数在量子力学中展现深刻宇宙真理的情感震撼。 ## Bulletin - [13:59](https://www.youtube.com/watch?v=cUzklzVXJwo&t=839s) 虚数的诞生并非源于二次方程,而是文艺复兴时期数学家在求解必有实数解的三次方程时,不得不引入负数平方根作为推导过渡。 - [04:53](https://www.youtube.com/watch?v=cUzklzVXJwo&t=293s) 16世纪欧洲学者因大学教职依赖公开的“数学决斗”维系,迫使德尔·费罗与塔尔塔利亚长期保密缺项三次方程的解法,直至卡尔达诺在1545年出版《大术》将其公之于众。 - [16:16](https://www.youtube.com/watch?v=cUzklzVXJwo&t=976s) 邦贝利通过确立涉及 $\sqrt{-1}$ 的运算规则,证明了两个含有虚数的立方根相加可抵消虚部得出实数根,完成了代数学摆脱几何直观枷锁的历史性飞跃。 - [18:17](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1097s) 最初被视为纯数学工具的虚数,最终在1925年成为量子力学底层薛定谔方程的核心,证实物理现实在根本上依赖复数运作。 ## Key takeaways - [00:00](https://www.youtube.com/watch?v=cUzklzVXJwo&t=0s) 长达四千多年间古代文明均未能攻克三次方程代数解,导致卢卡·帕乔利在1494年断言其代数解不可能存在。 - [01:21](https://www.youtube.com/watch?v=cUzklzVXJwo&t=81s) 古代代数长期受制于几何实体视角,由于无法在物理现实中找到负面积或负边长,导致负数解被长期忽视并被拆解为多种正系数方程处理。 - [04:53](https://www.youtube.com/watch?v=cUzklzVXJwo&t=293s) 德尔·费罗约在1510年破解了缺二次项三次方程,为在残酷的学术决斗中保住教职而将解法严格保密达近二十年。 - [07:56](https://www.youtube.com/watch?v=cUzklzVXJwo&t=476s) 塔尔塔利亚将古代二维配方法推广至三维“配立方”,通过构造大立方体并进行变量代换,成功将缺项三次方程降次为二次方程求解。 - [11:35](https://www.youtube.com/watch?v=cUzklzVXJwo&t=695s) 卡尔达诺发现通过变量代换 $x - \frac{b}{3a}$ 可消除二次项,从而将任意一般三次方程转化为缺项三次方程求解。 - [11:35](https://www.youtube.com/watch?v=cUzklzVXJwo&t=695s) 卡尔达诺发现德尔·费罗的原始遗稿早于塔尔塔利亚,以此为由打破保密誓言在《大术》中系统公开了解法,引发激烈的优先权纷争。 - [13:59](https://www.youtube.com/watch?v=cUzklzVXJwo&t=839s) 在求解具有实数解的方程(如 $x^3 = 15x + 4$)时,几何配方要求构建出荒谬的“负面积”,直接导致解法中出现负数的平方根。 - [16:16](https://www.youtube.com/watch?v=cUzklzVXJwo&t=976s) 邦贝利提出负数平方根既非正数亦非负数,通过引入新的运算律让虚数项在最终求和时代数抵消,成功得出正确的实数解。 - [16:16](https://www.youtube.com/watch?v=cUzklzVXJwo&t=976s) 从韦达到笛卡尔、欧拉,符号代数的普及逐步终结了几何直观对数学概念的裁决权,并正式将负数平方根确立为复数体系。 - [18:17](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1097s) 复数乘法在复平面上等价于90度逆时针旋转,使复指数函数能够完美统摄正弦波与余弦波,成为描述量子波动与干涉的核心数学工具。 - [18:17](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1097s) 薛定谔将虚数单位 $i$ 写入波动方程彻底奠定了现代量子力学的基础,正如弗里曼·戴森所指出,大自然在底层是依托复数而非仅靠实数运作的。 ## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=cUzklzVXJwo&t=0s) 剥离现实:三次方程与虚数的起源 数学在诞生之初,完全是人类用来量化现实世界的工具,用于丈量土地、预测行星运动轨迹以及记录商贸交易。然而,一个被认定为不可能解决的问题打破了这一传统。攻克这个难题的真正秘诀,在于彻底将数学与现实世界剥离,斩断代数与几何之间形影不离的纽带,并创造出一种超乎想象、甚至被称为“虚数”的全新数字。讽刺的是,在四百年之后,这些最初纯属虚构的数字,竟然深植于人类描绘宇宙最精妙的物理理论的核心。正如德里克·穆勒(Derek Muller)所指出的:“唯有放弃数学与现实的联系,我们才能发现现实的真正本质。” 1494年,达·芬奇的数学老师卢卡·帕乔利(Luca Pacioli)出版了《算术、几何、比例以及比例关系大全》(*Summa de Arithmetica*),这是对当时意大利文艺复兴时期已知所有数学知识的集大成之作。书中专门有一节讨论三次方程,即今天所写作的 $ax^3 + bx^2 + cx + d = 0$。在长达四千多年的时间里,人类从未停止过寻找三次方程通解的努力;但无论是古巴比伦人、希腊人、中国人,还是印度人、埃及人和波斯人,古代各文明面对它全都铩羽而归。帕乔利在书中由此断言:三次方程的代数解是根本不可能被找到的。 - 古代尝试攻克三次方程的文明:巴比伦、古希腊、中国、印度、古埃及与波斯。 - 帕乔利的划时代著作:1494年出版的《算术、几何、比例以及比例关系大全》。 - 核心历史结论:在15世纪末,数学界公认三次方程不存在一般代数解。 ### [01:21](https://www.youtube.com/watch?v=cUzklzVXJwo&t=81s) 几何的枷锁:古代配方法与被忽视的负数 帕乔利的绝望结论颇为耐人寻味,因为若将三次方程中的三次项去掉,它就退化成普通的二次方程,而许多古代文明早在数千年前就能娴熟求解二次方程了。今天任何念完初二的学生都对求根公式 $x = \frac{-b \pm \sqrt{b^2 - 4ac}}{2a}$ 耳熟能详,但大多数人只是机械地套用公式,完全不知道古人其实是通过具象的几何图形推导出这一解法的。在那个代数符号尚未诞生的年代,数学并不是用方程表达的,而是依托文字与直观图形。 以方程 $x^2 + 26x = 27$ 为例,古代数学家会将 $x^2$ 视为一个边长为 $x$ 的真实正方形,将 $26x$ 视为一条边长为 26、另一条边长为 $x$ 的长方形,两者的面积相加刚好等于 27。为了求出未知的边长 $x$,他们把 $26x$ 的长方形纵向对半切开,得到两个边长为 $13 \times x$ 的小长方形,并将它们分别拼在正方形的两侧。如此一来,整个图形几乎组成了一个更大的正方形,唯独右下角缺了一个角。由于这个缺损部分的尺寸正好是 $13 \times 13$,只要在方程两边同时补上这个面积为 169 的小正方形,就能完成“配方”。此时,左边变成了一个边长为 $(x + 13)$ 的大正方形,其总面积等于 $27 + 169 = 196$。已知 196 的平方根是 14,由此便能轻而易举地算出边长 $x + 13 = 14$,即 $x = 1$。 然而,这种几何视角虽然生动直观,却存在严重的盲区。对于方程 $x^2 + 26x = 27$ 而言,$x = 1$ 确实是一个解,但 $-27$ 同样也是数学上的解。数千年来,数学家们对负数解视而不见,因为他们所度量的完全是现实中的长宽高、面积与体积。一个边长为负 27 的正方形在现实世界中根本毫无意义。在他们眼中,负数根本不存在:人们可以做减法运算来寻找两个正量之间的差额,但绝不允许出现负的结果或负系数。正因极度排斥负数,当时甚至不存在统一的二次方程形式,而是被拆分为六种不同形式,以确保所有涉及的系数全部为正数。对待三次方程亦是如此,11世纪波斯数学家奥马尔·海亚姆(Omar Khayyam)梳理出了19种各不相同的三次方程类型,其系数同样全部维持正数。海亚姆曾尝试利用双曲线与圆相交的几何作图来寻找某些方程的数值解,但他终究未能找到代数通解。海亚姆在著作中写道:“也许后人中会有人成功找到它。” ```mermaid flowchart TD accTitle: 古代几何配方法求解二次方程流程 accDescr: 展示将正方形与长方形面积拆分、补角并开方求出正根的过程 subgraph S1["初始几何面积构建"] A["正方形 x² 与长方形 26x 组合<br/>总面积 = 27"] B["将长方形切成两块<br/>得到两个 13x 长方形"] A --> B end subgraph S2["配方补全正方形"] C["拼在正方形两侧<br/>右下角缺失 13×13 区域"] D["两端同时加上 13² = 169<br/>补齐边长为 (x+13) 的大正方形"] B --> C C --> D end subgraph S3["开方求解"] E["大正方形总面积 = 196<br/>开方得边长: x + 13 = 14"] F["求得几何正根: x = 1<br/>(负根 -27 因缺乏物理实体被忽略)"] D --> E E --> F end ``` - 古代二次方程处理模式:拆分为6种正系数方程形态。 - 奥马尔·海亚姆的贡献与局限:整理出19种正系数三次方程,利用圆锥曲线求得数值解,未得代数通解。 - 几何思维的根本缺陷:将数字绑死在可观测的物理实体上,导致负数在数千年间被视为不合理而遭到排斥。 ### [04:53](https://www.youtube.com/watch?v=cUzklzVXJwo&t=293s) 学术决斗与博洛尼亚的秘密:德尔·费罗与塔尔塔利亚 在海亚姆写下那段预言四百年之后、距离波斯四千公里之外的欧洲,这道数学迷雾终于被撕开了一道裂缝。大约在1510年,博洛尼亚大学数学教授希皮奥内·德尔·费罗(Scipione del Ferro)找到了一种可靠求解缺二次项三次方程(depressed cubic,即缺少 $x^2$ 项的三次方程)的绝妙方法。面对这一困扰了人类数千年的难题,面对连达·芬奇的老师都断言不可能攻克的难关,德尔·费罗解出之后的举动却令人意外——他选择对全世界守口如瓶。 这背后的根本原因在于16世纪欧洲学者的生存困境。在当时,大学教职时刻面临同行挑战者的威胁,数学家必须靠公开的“数学决斗”捍卫饭碗。对决中,双方各自向对手提出一套极具难度的数学题,在规定期限内解出题目更多的人赢得职位与赞誉,而败者不仅饭碗不保,还要承受身败名裂的奇耻大辱。在德尔·费罗看来,世上没有任何其他人掌握缺二次项三次方程的解法,将这个解法封锁为核心秘密,就是保住自己教职的最强护身符。德尔·费罗坚守这个秘密长达近二十年,直到1526年病榻弥留之际,他才将秘诀传授给了自己的得意门生安东尼奥·菲奥尔(Antonio Fior)。 菲奥尔在数学天赋上远不及乃师,却极其年轻气盛。德尔·费罗死后,菲奥尔到处夸口炫耀自己的数学造诣,特别是声称自己能解开任何缺二次项三次方程。1535年2月12日,菲奥尔正式向刚刚搬迁至其家乡威尼斯的数学家尼科洛·丰塔纳·塔尔塔利亚(Niccolò Fontana Tartaglia)发起公开挑战。塔尔塔利亚人生坎坷,童年时曾惨遭法国入侵士兵用军刀劈开脸部,重伤导致他终生严重口吃,“塔尔塔利亚”在意大利语中本意正是“口吃者”。他出身赤贫,近乎全靠自学成才,凭借超凡毅力硬是在意大利学界杀出了一条血路。 在这场赌上生计与声誉的对决中,双方依惯例各给对方出30道题,期限为40天。菲奥尔出的全部30道题目清一色都是缺二次项三次方程;然而决斗的结果极具戏剧性:菲奥尔连塔尔塔利亚出的一道题都解不出来,而塔尔塔利亚仅仅用了两小时就将菲奥尔的30道三次方程全部斩落马下。菲奥尔的高调炫耀最终成了他自己的绞索。 - 16世纪数学对决规则:双方互出30道题目,限定40天完成,负者面临解雇与声誉扫地。 - 德尔·费罗的秘传:约1510年破解缺二次项三次方程,保密至1526年临终前传授给菲奥尔。 - 决斗结果:菲奥尔得零分惨败;塔尔塔利亚耗时2小时全取30分完胜。 ### [07:56](https://www.youtube.com/watch?v=cUzklzVXJwo&t=476s) 空间配立方:塔尔塔利亚的三维几何破局法 塔尔塔利亚之所以能在决斗中实现惊天逆转,在于他在决斗前夕就听闻了菲奥尔声称掌握三次方程解法的风声。起初塔尔塔利亚深表怀疑,正如他本人所写的:“我不认为他有能力凭自己的力量找到这样的规则。”但随后坊间传闻是一位隐世的数学泰斗将秘法传给了菲奥尔,这听起来极为可信。得知该问题确实存在解法,且自身生计面临巨大威胁,塔尔塔利亚夜以继日地投入钻研,决心独立攻克缺二次项三次方程。 塔尔塔利亚的突破口,在于将古人的平面“配方法”升维推演至三维空间的“配立方”。以方程 $x^3 + 9x = 26$ 为例,$x^3$ 可以直观构想为一个边长为 $x$ 的实心立方体,加上体积为 $9x$ 的部分后,总容量必须达到 26。为了补齐这个立方体,他设想将原立方体的三个面沿三维方向向外扩展距离 $y$,从而形成一个边长为 $z$ 的更大立方体(即 $z = x + y$)。原有的小立方体向外延展后,新增的体积被细分为七个几何几何体: 1. 三个尺寸为 $x \times x \times y$ 的长方体; 2. 三个尺寸更窄的 $x \times y \times y$ 长方体; 3. 一个位于最角落、体积为 $y^3$ 的小立方体。 塔尔塔利亚将前六个长方体重新拼接成一个统一的几何块:其底面一条边长为 $3y$,另一条边长为 $x + y$(即 $z$),高则为 $x$。这块重组体的总积等于底面积 $3yz$ 乘以高 $x$。塔尔塔利亚敏锐地发现,只要令底面积 $3yz = 9$,这个几何体的体积就完美等同于方程中的 $9x$ 项。在几何拼装完成后,大立方体唯独缺少了最角上那块体积为 $y^3$ 的微小积木。因此,只要在方程两端同时加上 $y^3$,就能完成“配立方”。此时大立方体的总体积为 $z^3 = 26 + y^3$。 由此,问题被巧妙转化为了两组未知数与两个方程的联立系统: - $3yz = 9 \implies z = \frac{3}{y}$ - $z^3 = 26 + y^3$ 将前式代入后式,可得 $(\frac{3}{y})^3 = 26 + y^3$,移项整理得到一个六次方程:$y^6 + 26y^3 = 27$。粗看之下,变量的次数从三次升到了六次,局势似乎更恶化了;但只要将 $y^3$ 视作一个独立的全新变量 $u$,该方程瞬间蜕变为了标准的二次方程:$u^2 + 26u = 27$。这恰恰就是此前通过几何配方法解决过的同一个方程!由此直接解得 $y^3 = 1 \implies y = 1$。接着代入反推,$z = \frac{3}{y} = 3$。最终,由于 $x + y = z$,得出 $x = 3 - 1 = 2$。验算可知,$2^3 + 9(2) = 8 + 18 = 26$,答案完全正确。 塔尔塔利亚就此成为了人类历史上第二个独立攻克缺二次项三次方程的人。为了避免往后每次遇到新的三次方程都要在脑海中重复复杂的几何构型推演,他将这套精妙的方法抽象固化为一套操作算法。由于当时现代代数记号还需要上百年才会诞生,塔尔塔利亚选择将整套解题步骤写成了一首隐晦的押韵诗歌,以便隐秘记忆与使用。 ```mermaid flowchart LR accTitle: 塔尔塔利亚三维配立方推导流程 accDescr: 展现从原三次方程构建大立方体、联立变量并降维为二次方程求解的全过程 subgraph G1["三维几何重构"] M1["方程: x³ + 9x = 26<br/>设新边长 z = x + y"] M2["外扩体积拆为 7 块:<br/>6块长方体组合 + 1块 y³"] M1 --> M2 end subgraph G2["代数等量代换"] M3["令组合块体积 3yz·x = 9x<br/>得 3yz = 9 => z = 3/y"] M4["配补小立方体 y³:<br/>z³ = 26 + y³"] M2 --> M3 M2 --> M4 end subgraph G3["降维与求解"] M5["联立得六次方程:<br/>y⁶ + 26y³ = 27"] M6["变量代换令 u = y³:<br/>u² + 26u = 27 => y³ = 1"] M7["回代求得真实解:<br/>y=1, z=3 => x = z - y = 2"] M3 & M4 --> M5 M5 --> M6 M6 --> M7 end ``` ### [10:52](https://www.youtube.com/watch?v=cUzklzVXJwo&t=652s) 米兰密谋:卡尔达诺的逼问与誓言 在威尼斯取得对决的全胜后,塔尔塔利亚一跃成为轰动一时的学术明星。各地的数学家们求知若渴,发了疯似地想要弄清楚他究竟是如何解开三次方程的,其中表现得最为痴迷且急切的,是米兰著名的博学者吉罗拉莫·卡尔达诺(Gerolamo Cardano)。 正如人们所料,深知知识即生存饭碗的塔尔塔利亚对此严防死守,坚决拒绝透露半点风声,甚至连当初决斗中的一道测试题都不肯对外公开。但卡尔达诺异常执着、不达目的誓不罢休,他开启了连篇累牍的信件轰炸,信中交替使用甜言蜜语的奉承吹捧与言辞激烈的冷嘲热讽。最终,卡尔达诺抛出了一个塔尔塔利亚无法抗拒的诱饵:承诺将他引荐给米兰极具权势的富豪赞助人。 面对改善贫困境遇的巨大诱惑,塔尔塔利亚终于动摇,动身前往米兰。1539年3月25日,在卡尔达诺的寓所内,塔尔塔利亚在逼迫卡尔达诺当面立下庄严的宗教毒誓、保证绝对不向世间任何人泄露半句之后,终于吐露了深藏心中的三次方程解法之谜。 - 卡尔达诺的策略:软硬兼施的信件攻势,辅以引荐米兰豪门赞助人的经济诱惑。 - 历史转折时刻:1539年3月25日,在发下绝不外泄的誓言后,塔尔塔利亚在米兰将缺二次项三次方程的解密算法私下传授给卡尔达诺。 ### [11:35](https://www.youtube.com/watch?v=cUzklzVXJwo&t=695s) 卡尔达诺攻克一般三次方程与破誓风波 塔尔塔利亚(Niccolò Tartaglia)在传授自己的三次方程解法时,对卡尔达诺(Gerolamo Cardano)立下了极其严苛的誓言,要求他绝不得公开出版,且只能用密文记录,正如塔尔塔利亚所言:“好让在我死后,没有任何人能够看懂它。”(“So that after my death, no one shall be able to understand it.”)卡尔达诺得到算法后欣喜若狂,立刻投入推演。但他并未止步于此,而是瞄准了一个更宏伟的目标:求得包含二次项($x^2$)的完整一般三次方程的通解。 出人意料的是,卡尔达诺成功发现了降次的关键技巧:只要在方程中令 $x$ 替换为 $x - \frac{b}{3a}$,展开后所有的二次项便会彻底相互抵消。这一巧妙的代换能够将任何一般的三次方程转化为缺少二次项的“缺项三次方程”(depressed cubic),随后便能直接运用塔尔塔利亚的公式求解。困扰人类顶尖数学家数千年的难题终于告破,卡尔达诺极度渴望将成果公之于世。不同于靠数学秘诀保住教职的同行,卡尔达诺的本职是医生和名流学者,无需靠保密维持生计;对他而言,学术声誉远比守住秘密更有价值。然而,塔尔塔利亚坚决不肯免除他的誓言,事情似乎陷入了僵局。 转机出现在 1542 年。卡尔达诺前往博洛尼亚拜访了一位数学家,此人恰好是希皮奥内·德尔·费罗(Scipione del Ferro)的女婿——正是德尔·费罗在临终前将缺项三次方程的解法传给了安东尼奥·斐奥尔(Antonio Fior)。在那本尘封的旧笔记本中,卡尔达诺亲眼看到了德尔·费罗的原始解法,其诞生时间比塔尔塔利亚早了几十年。在卡尔达诺看来,既然解法的真正源头并非塔尔塔利亚,自己公开完整通解便不算违背誓言。三年后的 1545 年,卡尔达诺出版了旷世巨作《大术》(*Ars Magna*,意为“伟大的艺术”),并在扉页写下题词:“历经五年写就,愿其流传五百年。” ```mermaid flowchart TD accTitle: 三次方程求解演进与冲突流程 accDescr: 展示从卡尔达诺获得塔尔塔利亚算法到发现德尔·费罗手稿并最终出版大术的历史演进与纷争。 subgraph S1["突破阶段"] A["获得塔尔塔利亚缺项方程算法"] --> B["代入替换 x - b/(3a)"] B --> C["消去二次项:化简为缺项三次方程"] end subgraph S2["历史转折与出版"] C --> D["受制于不公开誓言"] D --> E["1542年在博洛尼亚发现德尔·费罗遗稿"] E --> F["判定德尔·费罗拥有更早优先权"] F --> G["1545年出版《大术》包含13类方程几何证明"] end subgraph S3["争端爆发"] G --> H["塔尔塔利亚愤怒群发羞辱信谴责背信"] end ``` - 卡尔达诺在《大术》中为三次方程的 13 种不同排列形式分别撰写了章节,并为每一种形式提供了独创的几何证明。 - 尽管卡尔达诺在书中明确致谢了塔尔塔利亚、德尔·费罗与斐奥尔的贡献,塔尔塔利亚依然愤怒至极,写下多封措辞激烈的羞辱信群发给数学界的同行。 - 塔尔塔利亚的不满不无道理:时至今日,三次方程的一般解法在数学史上仍普遍被称为“卡尔达诺法”(Cardano's method)。 --- ### [13:59](https://www.youtube.com/watch?v=cUzklzVXJwo&t=839s) 几何直觉的破裂与“负面积”困境 《大术》是一项非凡的成就,但它也将基于几何学的三维切块推演逼到了极限。卡尔达诺在撰写书稿时遭遇了常规方法无法处理的三次方程,例如 $x^3 = 15x + 4$。如果硬套解法公式,运算过程中就会赫然出现负数的平方根。卡尔达诺曾写信向塔尔塔利亚请教这种特殊情况,但塔尔塔利亚含糊其辞,反过来讥讽卡尔达诺不够聪明、不懂得正确使用公式;事实上,塔尔塔利亚自己对这种反常现象同样一头雾水、毫无头绪。 卡尔达诺回溯了类似问题的几何推导步骤,试图查明问题根源。在三维立方体的切割与重新拼接阶段一切正常,然而在最后配平二次方的几何步骤中,却撞上了一个几何悖论:卡尔达诺算出一个正方形的一部分面积必须为 30,但其边长却固定为 5。由于边长为 5 的完整正方形总面积只有 25,为了完成配方,他在几何上必须凭空加入一块“负面积”。负数平方根的本质,正是这种在物理和几何直觉上完全说不通的“负面积”。 负数平方根并非第一次在数学中抬头。《大术》前半部分就记录过这样一道题目:“求两个数,使其和为 10,积为 40。”将其转化为二次方程即为 $x^2 + 40 = 10x$。使用二次方程求根公式求解,根号下同样会出现负数。当时的人们很清楚这意味着方程无解,因为现实中根本不存在和为 10、积为 40 的两个实数。因此数学家形成了一种共识:负数平方根只是数学在向你亮起红灯,告诉你此题无解。 然而三次方程 $x^3 = 15x + 4$ 却截然不同。只要稍作试算验证,就能发现 $x = 4$ 是一个完全讲得通、实实在在的真解($4^3 = 64$,$15 \times 4 + 4 = 64$)。为什么在其他三次方程上百试百灵的法则,面对这个明明拥有合理实数解的方程,却只能导向看似荒唐的负数开方?卡尔达诺无法破局,最终在《大术》中对这一死局避而不谈,无可奈何地感叹负数平方根的概念“既精妙又毫无用处”(“is as subtle as it is useless”)。 --- ### [16:16](https://www.youtube.com/watch?v=cUzklzVXJwo&t=976s) 邦贝利的飞跃:虚数的诞生与代数独立 约十年后,意大利工程师拉斐尔·邦贝利(Rafael Bombelli)接过了卡尔达诺留下的难题。邦贝利没有被负数平方根及其背后荒谬的几何佯谬吓退,决心在这一团混乱中杀出一条通路。他洞察到负数的平方根具有独特的本质,指出它“既不能被称为正数,也不能被称为负数”(“cannot be called either positive or negative”),因此必须允许它作为一种全新形态的数而独立存在。 邦贝利假设卡尔达诺解法中的两个立方根项,都可以表达为一个普通数字与这种涉及 $\sqrt{-1}$ 的新数字的线性组合。顺着这个思路,他奇迹般地解出卡尔达诺公式中的两个立方根分别等价于 $2 + \sqrt{-1}$ 与 $2 - \sqrt{-1}$。当他执行最后的相加步骤时,正负 $\sqrt{-1}$ 恰好完全抵消,留下的正是那个无可争议的正确答案:4。 这一突破宛如奇迹:卡尔达诺的方法确实有效,但前提是必须彻底抛弃孕育它的几何直观。现实中毫无物理意义的“负面积”与“新数字”,必须作为运算旅途中的过渡台阶而存在。此后百余年间,现代数学迎来蜕变。17 世纪,弗朗索瓦·韦达(François Viète)引入了现代代数符号体系,结束了千百年来依赖几何图示与冗长文字叙述描述数学问题的传统,几何学不再是真理的唯一尺度。勒内·笛卡尔(René Descartes)大量运用并推广了负数平方根,虽然认可其实用价值,但笛卡尔揶揄地将其命名为“虚数”(imaginary numbers),这个名称最终沿用至今。随后莱昂哈德·欧拉(Leonhard Euler)引入了字母 $i$ 代表 $\sqrt{-1}$,将其与常规实数结合便构成了复数。求解三次方程不仅孕育了新数,更将代数学从几何学的枷锁中彻底解放。 --- ### [18:17](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1097s) 量子力学核心的 $i$:从数学奇技到物理实在 摆脱对肉眼可见、可触摸的几何现实的执念,数学反而获得了更为完备、能够解决现实世界复杂问题的强大威力。然而三次方程的突破仅仅是序幕。1925 年,埃尔温·薛定谔(Erwin Schrödinger)在德布罗意“物质具有波动性”的洞见基础上,探寻描述量子粒子行为的波动方程。他最终推导出了整个物理学史上最重要、最著名的方程式之一——薛定谔方程,而方程式的正核心赫然赫立着虚数单位 $i$。 当时的数学家虽已习惯复数,物理学家却倍感震惊与抗拒,很难接受一个如此底层的物理基本理论必须依赖虚数。薛定谔本人在信件中表达了内心的别扭与不安:“这里令人不悦、且确实应当直接反对的,正是复数的使用。波函数 $\Psi$ 根本上必定是一个实函数。”(“What is unpleasant here, and indeed directly to be objected to, is the use of complex numbers. The wave function $\Psi$ is surely fundamentally a real function.”) ```mermaid flowchart LR accTitle: 复数乘法与量子波函数建模逻辑 accDescr: 展示虚数单位乘法在复平面上的90度旋转几何意义,以及如何通过复指数形式构建薛定谔波动方程。 subgraph G1["复平面旋转特性"] A["从实数 1 出发"] -->|"乘以 i"| B["i (逆时针转90度)"] B -->|"乘以 i"| C["-1 (转180度)"] C -->|"乘以 i"| D["-i (转270度)"] D -->|"乘以 i"| A end subgraph G2["波函数应用"] E["沿实轴延伸乘法:e^(ix) 螺旋线"] E --> F["实部 = cos(x);虚部 = sin(x)"] F --> G["导数仍正比于自身:适合构建线性波动方程"] end ``` 这种最初在三次方程中被当作中间工具的虚数,为何会深植于物质世界的最底层?这归功于虚数在几何与代数上的非凡特性: - 虚数轴垂直于实数轴,共同构成了复平面。 - 在复平面上,连续乘以 $i$ 相当于执行连续的逆时针 90 度旋转($1 \times i = i$;$i \times i = -1$;$-1 \times i = -i$;$-i \times i = 1$),每四次乘法完成一次完整的 360 度循环。 - 函数 $e^{ix}$ 将这种沿复平面的持续旋转沿实数轴展开,形成一条三维螺旋曲线;其在实轴上的投影是余弦波($\cos x$),在虚轴上的投影是正弦波($\sin x$)。它一个函数就统摄了描述波动现象的核心要素。 - 当薛定谔构建量子波方程时,采用形如 $e^{i(kx - \omega t)}$ 的复指数解拥有无与伦比的数学优势:对其关于空间或时间求导,所得结果与原函数本身成正比,而纯正弦函数的导数则会变为余弦函数;结合薛定谔方程的线性特征,研究者可以将任意数量的此类解线性叠加,组合出任意形态的量子波。 物理学家弗里曼·戴森(Freeman Dyson)后来精辟地总结道:“薛定谔将负一的平方根写入方程,突然之间一切都说得通了。它瞬间从一个热传导方程变成了一个波动方程。薛定谔欣喜地发现,该方程的解精准对应了玻尔原子模型中的量子化轨道。事实证明,薛定谔方程准确无误地描述了我们所知关于原子行为的一切。它是整个化学和绝大部分物理学的基础。而那个负一的平方根意味着,大自然是在使用复数运作,而不是实数。这一发现无论是对薛定谔本人还是对全世界而言,都完全出乎意料。”(“Schrödinger put the square root of minus one into the equation, and suddenly it made sense. Suddenly it became a wave equation instead of a heat conduction equation. And Schrödinger found to his delight that the equation has solutions corresponding to the quantized orbits in the Bohr model of the atom. It turns out that the Schrödinger equation describes correctly everything we know about the behavior of atoms. It is the basis of all of chemistry and most of physics. And that square root of minus one means that nature works with complex numbers and not with real numbers. This discovery came as a complete surprise, to Schrödinger as well as to everybody else.”) 虚数最初只是解决三次方程时代数推导中一个诡异怪诞的中间过渡,最终却成为人类描摹宇宙本质不可或缺的底层基石。唯有彻底放下数学必须时刻直观映射世俗物理现实的狭隘羁绊,人类才能被数学指引向关于宇宙运行法则更深刻的终极真理。 ### [22:30](https://www.youtube.com/watch?v=cUzklzVXJwo&t=1350s) 赞助商介绍与互动式学习推荐:Brilliant 视频在结尾部分转向了对本期赞助商 Brilliant 的介绍。Derek Muller 解释说,Brilliant 是一个专注于教授各类 STEM(科学、技术、工程与数学)概念的网站和移动应用,其课程覆盖了从基础几何学到高深量子力学的广泛领域。平台的核心理念是“通过实践来学习”(learn by doing),利用交互式的操作来加深用户的理解。例如在微积分的学习中,用户不再是枯燥地记忆公式,而是通过亲自动手操作与视觉化模拟来掌握知识。正如 Derek Muller 所评价的:“It's way more fun when you work through the material yourself and get to manipulate it visually.” 作为具体示例,Derek Muller 展示了“旋转曲面”(Surfaces of Revolution)的交互演示,生动直观地说明了如何借助积分来计算三维物体的体积。平台上的习题经过精心设计,难度会循序渐进地提升;即便在解题过程中卡住,系统也始终会提供有用的提示指引方向。对于那些因为本期视频而对复数产生浓厚兴趣的观众,Brilliant 还开设了一门极其出色的复数专项课程,内容一路涵盖曼德博集合(Mandelbrot set)与欧拉公式(Euler's formula)。在结尾处,Derek Muller 宣布前 200 名通过专属链接注册的用户可享受年度订阅 8 折(20% off)的优惠,并向赞助商和观众表达了感谢:“So I wanna thank Brilliant for supporting Veritasium and I wanna thank you for watching.” - **覆盖领域**:从几何学到量子力学的广泛 STEM 课程体系。 - **特色功能**:通过可交互的视觉化工具(如旋转曲面求体积)实现动手实践。 - **进阶复数课程**:包含曼德博集合与欧拉公式等深度主题。 - **专属福利**:访问 brilliant.org/veritasium,前 200 名注册用户可获得年度订阅 20% 折扣。 ## Notable quotes > [00:00](https://www.youtube.com/watch?v=cUzklzVXJwo&t=0s) 唯有放弃数学与现实的联系,我们才能发现现实的真正本质。 — 德里克·穆勒(Derek Muller) ## Mentioned Derek Muller, Veritasium, 卢卡·帕乔利(Luca Pacioli), 奥马尔·海亚姆(Omar Khayyam), 希皮奥内·德尔·费罗(Scipione del Ferro), 安东尼奥·菲奥尔(Antonio Fior), 尼科洛·丰塔纳·塔尔塔利亚(Niccolò Fontana Tartaglia), 吉罗拉莫·卡尔达诺(Gerolamo Cardano), 拉斐尔·邦贝利(Rafael Bombelli), 弗朗索瓦·韦达(François Viète), 勒内·笛卡尔(René Descartes), 莱昂哈德·欧拉(Leonhard Euler), 埃尔温·薛定谔(Erwin Schrödinger), 德布罗意(Louis de Broglie), 弗里曼·戴森(Freeman Dyson), 尼尔斯·玻尔(Niels Bohr), 《算术、几何、比例以及比例关系大全》(Summa de Arithmetica), 《大术》(Ars Magna), 薛定谔方程, Brilliant, 曼德博集合(Mandelbrot set), 欧拉公式(Euler's formula) ## Video description A general solution to the cubic equation was long considered impossible, until we gave up the requirement that math reflect reality. This video is sponsored by Brilliant. The first 200 people to sign up via https://brilliant.org/veritasium get 20% off a yearly subscription. Thanks to Dr Amir Alexander, Dr Alexander Kontorovich, Dr Chris Ferrie, and Dr Adam Becker for the helpful advice and feedback on the earlier versions of the script. ▀▀▀ References: Some great videos about the cubic: 500 years of not teaching the cubic formula. -- https://youtu.be/N-KXStupwsc Imaginary Numbers are Real -- https://youtu.be/T647CGsuOVU Dunham, W. (1990). Journey through genius: The great theorems of mathematics. New York. -- https://ve42.co/Dunham90 Toscano, F. (2020). The Secret Formula. Princeton University Press. -- https://ve42.co/Toscano2020 Bochner, S. (1963). The significance of some basic mathematical conceptions for physics. Isis, 54(2), 179-205. -- https://ve42.co/Bochner63 Muroi, K. (2019). Cubic equations of Babylonian mathematics. arXiv preprint arXiv:1905.08034. -- https://ve42.co/Murio21 Branson, W. Solving the cubic with Cardano, -- https://ve42.co/Branson2014 Rothman, T. (2013). Cardano v Tartaglia: The Great Feud Goes Supernatural. arXiv preprint arXiv:1308.2181. -- https://ve42.co/Rothman Vali Siadat, M., & Tholen, A. (2021). Omar Khayyam: Geometric Algebra and Cubic Equations. Math Horizons, 28(1), 12-15. -- https://ve42.co/Siadat21 Merino, O. (2006). A short history of complex numbers. University of Rhode Island. -- https://ve42.co/Merino2006 Cardano, G (1545), Ars magna or The Rules of Algebra, Dover (published 1993), ISBN 0-486-67811-3 Bombelli, R (1579) L’Algebra https://ve42.co/Bombelli The Manim Community Developers. (2021). Manim – Mathematical Animation Framework (Version v0.13.1) [Computer software]. https://www.manim.community/ ▀▀▀ Special thanks to Patreon supporters: Luis Felipe, Anton Ragin, Paul Peijzel, S S, Benedikt Heinen, Diffbot, Micah Mangione, Juan Benet, Ruslan Khroma, Richard Sundvall, Lee Redden, Sam Lutfi, MJP, Gnare, Nick DiCandilo, Dave Kircher, Edward Larsen, Burt Humburg, Blake Byers, Dumky, Mike Tung, Evgeny Skvortsov, Meekay, Ismail Öncü Usta, Crated Comments, Anna, Mac Malkawi, Michael Schneider, Oleksii Leonov, Jim Osmun, Tyson McDowell, Ludovic Robillard, Jim buckmaster, fanime96, Ruslan Khroma, Robert Blum, Vincent, Marinus Kuivenhoven, Alfred Wallace, Arjun Chakroborty, Joar Wandborg, Clayton Greenwell, Pindex, Michael Krugman, Cy 'kkm' K'Nelson,Ron Neal Executive Producer: Derek Muller Writers: Derek Muller, Alex Kontorovich, Stephen Welch, Petr Lebedev Animators: Fabio Albertelli, Jakub Misiek, Ivy Tello, Jesús Rascón SFX: Shaun Clifford Camerapeople: Derek Muller, Emily Zhang Editors: Derek Muller, Petr Lebedev Producers: Derek Muller, Petr Lebedev, Emily Zhang Additional video supplied by Getty Images Music from Epidemic Sound and Jonny Hyman [Source](https://www.youtube.com/watch?v=cUzklzVXJwo)

Source quotes

[0:00] 德里克·穆勒(Derek Muller): 唯有放弃数学与现实的联系,我们才能发现现实的真正本质。

Source quotes

[0:00] Derek Muller: Only by abandoning math's connection to reality could we discover reality's true nature.

Original transcript

[0:00] - Mathematics began as a way to quantify our world, [0:03] to measure land, [0:04] predict the motions of planets, and keep track of commerce. [0:08] Then came a problem considered impossible. [0:11] The secret to solving it was to separate math [0:14] from the real world, to split algebra from geometry [0:18] and to invent new numbers so fanciful [0:20] they are called imaginary. [0:23] Ironically, 400 years later, these very numbers turn up [0:26] in the heart of our best physical theory of the universe. [0:30] Only by abandoning math's connection to reality [0:33] could we discover reality's true nature. [0:36] (light music) [0:38] In 1494, Luca Pacioli [0:41] who is Leonardo da Vinci's math teacher publishes [0:44] "Summa de Arithmetica," a comprehensive summary [0:47] of all mathematics known in Renaissance Italy at the time. [0:51] In it, there's a section on the cubic, [0:53] any equation which today we would write as ax cubed [0:56] plus bx squared plus cx plus d equals zero. [1:00] People have been trying to find a general solution [1:02] to the cubic for at least 4,000 years, [1:05] but each ancient civilization that encountered it, [1:08] the Babylonians, Greeks, Chinese, [1:10] Indians, Egyptians, and Persians, [1:12] they all came up empty-handed. [1:15] Pacioli's conclusion is that a solution [1:17] to the cubic equation is impossible. [1:21] Now, this should be at least a little surprising, [1:23] since without the X cubed term, [1:25] the equation is simply a quadratic. [1:27] And many ancient civilizations [1:29] had solved quadratics thousands of years earlier. [1:32] Today, anyone who's passed eighth grade [1:34] knows the general solution. [1:36] It's minus b plus minus root b squared minus four ac [1:39] all over two a. [1:41] But most people just plug and chug into this formula [1:44] completely oblivious to the geometry [1:46] that ancient mathematicians used to derive it. [1:50] You know, back in those days, [1:52] mathematics wasn't written down in equations. [1:54] It was written with words and pictures. [1:58] Take, for example, [1:59] the equation x squared plus 26x equals 27. [2:03] Ancient mathematicians would think of the x squared term [2:06] like a literal square with sides of length x. [2:10] And then 26x, [2:12] well, that would be a rectangle with one side of length 26 [2:17] and the other side of length x, [2:19] and these two areas together add to 27. [2:24] So how do we figure out what x is? [2:26] Well, we can take this 26x rectangle and cut it in half. [2:33] So now I have two 13x rectangles and I can position them [2:38] so the new shape I create is almost a square, [2:41] It's just missing this section down here. [2:44] But I know the dimensions of this section. [2:46] It's just 13 by 13. [2:48] So I can complete the square by adding in [2:52] a 13 by 13 square. [2:55] Now, since I've added 13-squared [2:57] or 169 to the left-hand side of the equation, [3:01] I also have to add 169 [3:03] to the right-hand side of the equation [3:05] to maintain the equality. [3:07] So now I have this larger square [3:09] with sides of length X plus 13, and it is equal to 196. [3:16] Now the square root of 196 is 14. [3:19] So I know that the sides of this square have length 14, [3:23] which means X is equal to one. [3:26] Now this is a great visual way [3:29] to solve a quadratic equation, but it isn't complete. [3:34] I mean, if you look at our original equation, [3:37] x equals one is a solution. [3:39] But so is negative 27. [3:42] For thousands of years, mathematicians were oblivious [3:46] to the negative solutions to their equations [3:49] because they were dealing with things in the real world, [3:52] lengths and areas and volumes. [3:54] I mean, what would it mean to have a square [3:56] with sides of length negative 27? [3:59] That just doesn't make any sense. [4:02] So for those mathematicians, negative numbers didn't exist. [4:06] You could subtract, [4:07] that is find the difference between two positive quantities, [4:09] but you couldn't have a negative answer [4:11] or negative coefficients. [4:13] Mathematicians were so averse to negative numbers [4:15] that there was no single quadratic equation. [4:19] Instead, there were six different versions [4:21] arranged so that the coefficients were always positive. [4:25] The same approach was taken with the cubic. [4:28] In the 11th century, Persian mathematician Omar Khayyam [4:31] identified 19 different cubic equations, [4:34] again, keeping all coefficients positive. [4:37] He found numerical solutions to some of them [4:39] by considering the intersections of shapes, [4:41] like hyperbolas and circles, [4:43] but he fell short of his ultimate goal, [4:46] a general solution to the cubic. [4:48] He wrote, "Maybe one of those who will come after us [4:51] will succeed in finding it." [4:53] 400 years later and 4,000 kilometers away, [4:56] the solution begins to take shape. [5:00] Scipione del Ferro is a mathematics professor [5:03] at the University of Bologna. [5:05] Sometime around 1510, [5:07] he finds a method to reliably solve depressed cubics. [5:11] These are a subset of cubic equations [5:13] with no X squared term. [5:16] So what does he do after solving a problem [5:18] that has stumped mathematicians from millennia? [5:20] One considered impossible [5:21] by Leonardo da Vinci's math teacher? [5:25] He tells no one. [5:28] See, being a mathematician in the 1500s is hard. [5:31] Your job is constantly under threat [5:33] from other mathematicians who can show up at any time [5:36] and challenge you for your position. [5:38] You can think of it like a math duel. [5:41] Each participant submits a set of questions to the other, [5:44] and the person who solves the most questions correctly [5:47] gets the job while the loser suffers public humiliation. [5:52] As far as del Ferro knows, [5:53] no one else in the world can solve the depressed cubic. [5:57] So by keeping his solutions secret, [5:59] he guarantees his own job security. [6:02] For nearly two decades, del Ferro keeps his secret. [6:06] Only on his deathbed in 1526 [6:09] does he let it slip to his student Antonio Fior. [6:13] Fior is not as talented a mathematician as his mentor, [6:16] but he is young and ambitious. [6:18] And after del Ferro's death, [6:19] he boasts about his own mathematical prowess [6:22] and specifically, his ability to solve the depressed cubic. [6:26] On February 12, 1535, [6:28] Fior challenges mathematician Niccolo Fontana Tartaglia [6:32] who has recently moved to Fior's hometown of Venice. [6:36] Niccolo Fontana is no stranger to adversity. [6:39] As a kid, his face was cut open by a French soldier, [6:42] leaving him with a stutter. [6:44] That's why he's known as Tartaglia, [6:46] which means stutterer in Italian. [6:49] Growing up in poverty, Tartaglia is largely self-taught. [6:52] He claws his way up through Italian society [6:54] to become a respected mathematician. [6:57] Now, all of that is at stake. [7:00] As is the custom, in the challenge Tartaglia gives [7:03] a very discernment of 30 problems to Fior. [7:06] Fior gives 30 problems to Tartaglia, [7:09] all of which are depressed cubics. [7:13] Each mathematician has 40 days [7:14] to solve the 30 problems they've been given. [7:17] Fior can't solve a single problem. [7:21] Tartaglia solves all 30 of Fior's depressed cubics [7:24] in just two hours. [7:26] It seems Fior's boastfulness was his undoing. [7:30] Before the challenge came, Tartaglia learns [7:32] that Fior's claimed to have solved the depressed cubic, [7:35] but he's skeptical. [7:36] "I did not deem him capable [7:38] of finding such a rule on his own," Tartaglia writes. [7:41] But word was that a great mathematician [7:43] had revealed the secret to Fior, which seems more plausible. [7:46] So with the knowledge [7:47] that a solution to the cubic is possible, [7:50] and with his livelihood on the line, [7:52] Tartaglia sets about solving the depressed cubic himself. [7:56] To do it, he extends the idea [7:58] of completing the square into three dimensions. [8:02] Take the equation x cubed plus nine x equals 26. [8:07] You can think of x cubed as the volume of a cube [8:10] with sides of length x. [8:11] And if you add a volume of nine x, you get 26. [8:15] So just like with completing the square, [8:17] we need to add onto the cube [8:19] to increase its volume by nine x. [8:22] Imagine extending three sides of this cube out a distance y, [8:27] creating a new, larger cube with sides of length, call it z. [8:31] z is just x plus y. [8:34] The original cube has been padded out [8:36] and we can break up the additional volume into seven shapes. [8:41] There are three rectangular prisms [8:43] with dimensions of x by x by y, [8:46] and another three narrower prisms [8:48] with dimensions of x by y by y, [8:51] plus there's a cube with a volume y cubed. [8:54] Tartaglia rearranges the six rectangular prisms [8:58] into one block. [8:59] One side has length three y, [9:02] the other has a length x plus y, which is z, [9:05] and the height is x. [9:07] So the volume of this shape [9:08] is its base, three yz times its height, x. [9:12] And Tartaglia realizes this volume can perfectly represent [9:16] the nine x term in the equation, [9:18] if its base is equal to nine. [9:20] So he sets three yz equals nine. [9:24] Putting the cube back together, [9:26] you find we're missing the one small y cubed block, [9:29] so we can complete the cube [9:32] by adding y cubed to both sides of the equation. [9:35] Now we have z cubed, the complete larger cube, [9:38] equals 26 plus y cubed. [9:40] We have two equations and two unknowns. [9:43] Solving the first equation for z [9:45] and substituting into the second, [9:47] we get y to the six plus 26 y cubed equals 27. [9:51] At first glance, it seems like we're now worse off [9:54] than when we started. [9:55] The variable is now raised to the power of six, [9:57] instead of just three. [9:59] However, if you think of y cubed as a new variable, [10:02] the equation is actually a quadratic, [10:06] the same quadratic that we solved by completing the square. [10:09] So we know y cubed equals one, [10:12] which means y equals one, and z equals three over y, [10:16] so z is three. [10:17] And since x plus y equals z, x must be equal to two, [10:22] which is indeed, a solution to the original equation. [10:26] And with that, [10:27] Tartaglia becomes the second human on the planet [10:30] to solve the depressed cubic. [10:32] To save himself the work of going through the geometry [10:34] for each new cubic he encounters, [10:36] Tartaglia summarizes his method in an algorithm, [10:39] a set of instructions. [10:41] He writes this down not as a set of equations [10:44] like we would today. [10:45] Modern algebraic notation wouldn't exist [10:47] for another hundred years, but instead, as a poem. [10:52] Tartaglia's victory makes him something of a celebrity. [10:55] Mathematicians are desperate to learn [10:57] how he solved the cubic, [10:59] especially Gerolamo Cardano, a polymath based in Milan. [11:03] As you can guess, Tartaglia will have none of it. [11:06] He refuses to reveal [11:07] even a single question from the competition. [11:10] But Cardano is persistent. [11:12] He writes a series of letters that alternate [11:14] between flattery and aggressive attacks. [11:17] Eventually with the promise of an introduction [11:20] to his wealthy benefactor, [11:21] Cardono manages to lure Tartaglia to Milan. [11:25] And there on March 25, 1539 Tartaglia reveals his method, [11:30] but only after forcing Cardono to swear a solemn oath [11:34] not to tell anyone the method, [11:35] not to publish it, and to write it only in cipher. [11:39] Quote, "So that after my death, [11:42] no one shall be able to understand it." [11:45] Cardono is delighted and immediately starts playing around [11:48] with Tartaglia's algorithm. [11:50] But he has a loftier goal in mind, [11:52] a solution to the full cubic equation, [11:54] including the x squared term. [11:57] And amazingly, he discovers it. [11:59] If you substitute for x, [12:01] x minus b over three a, [12:04] then all the X squared terms cancel out. [12:07] This is the way to turn any general cubic equation [12:10] into a depressed cubic, [12:11] which can then be solved by Tartaglia's formula. [12:15] Cardano is so excited to have solved the problem [12:17] that stumped the best mathematicians for thousands of years, [12:20] he wants to publish it. [12:22] Unlike his peers, [12:23] Cardano has no need to keep the solution a secret. [12:26] He makes his living not as a mathematician, [12:28] but as a physician and famous intellectual. [12:31] For him, the credit is more valuable than the secret. [12:35] The only problem is the oath he swore to Tartaglia [12:39] who won't let him break it. [12:41] And you might think this would be the end of it. [12:43] But in 1542, Cardano travels to Bologna [12:47] and there he visits a mathematician [12:49] who just happens to be the son-in-law [12:51] of one Scipione del Ferro, the man who on his deathbed, [12:55] gave the solution to the depressed cubic to Antonio Fior. [12:59] Cardano finds the solution in del Ferro's old notebook, [13:02] which is shared with him during the visit. [13:04] This solution predates Tartaglia's by decades. [13:08] So now, as Cardano sees it, [13:09] he can publish the full solution to the cubic [13:11] without violating his oath to Tartaglia. [13:15] Three years later, [13:16] Cardano publishes "Ars Magna," The Great Art, [13:19] an updated compendium of mathematics. [13:21] "Written in five years, may it last for five hundred." [13:25] Cardano writes a chapter with a unique geometric proof [13:28] for each of the 13 arrangements of the cubic equation. [13:32] Although he acknowledges [13:33] the contributions of Tartaglia, del Ferro and Fior, [13:36] Tartaglia is displeased, to say the least. [13:39] He writes insulting letters to Cardano, [13:41] and CC's a good fraction of the mathematics community. [13:45] And he has a point. [13:46] To this day, the general solution to the cubic [13:48] is often called Cardano's method. [13:51] But "Ars Magna" is a phenomenal achievement. [13:54] It pushes geometrical reasoning to its very breaking point. [13:59] Literally. [14:01] While Cardano is writing "Ars Magna " [14:03] he comes across some cubic equations [14:05] that can't easily be solved in the usual way, [14:08] like x cubed equals 15x plus four. [14:11] Plugging this into the algorithm yields a solution [14:14] that contains the square roots of negative numbers. [14:17] Cardano asks Tartaglia about the case, [14:20] but he evades and implies Cardano [14:22] is just not clever enough to use his formula properly. [14:25] The reality is Tartaglia has no idea what to do either. [14:30] Cardano walks back through the geometric derivation [14:32] of a similar problem to see exactly what goes wrong. [14:36] While the 3D cube slicing and rearrangement works just fine, [14:40] the final quadratic completing the square step [14:43] leads to a geometric paradox. [14:46] Cardano finds part of a square that must have an area of 30, [14:50] but also sides of length five. [14:53] Since the full square has an area of 25, [14:56] to complete the square, [14:57] Cardano has to somehow add negative area. [15:02] That is where the square roots of negatives come from, [15:05] the idea of negative area. [15:08] Now, this isn't the first time [15:09] square roots of negatives show up in mathematics. [15:12] In fact, earlier in "Ars Magnae" is this problem. [15:15] Find two numbers that add to 10 and multiply to 40. [15:19] You can combine these equations into the quadratic [15:22] X squared plus 40 equals 10 X. [15:25] But if you plug this into the quadratic formula, [15:28] the solutions contain the square roots of negatives. [15:31] The obvious conclusion is that a solution doesn't exist, [15:35] which you can verify by looking at the original problem. [15:38] There are no two real numbers, [15:40] which add to 10 and multiply to 40. [15:43] So mathematicians understood [15:45] square roots of negative numbers [15:47] were maths way of telling you there is no solution. [15:51] But this cubic equation is different. [15:54] With the little guessing and checking, [15:55] you can find that x equals four is a solution. [15:59] So why doesn't the approach that works for all other cubics [16:02] find the perfectly reasonable solution to this one? [16:06] Unable to see a way forward, [16:07] Cardano avoids this case in "Ars Magna" [16:10] saying the idea of the square root of negatives [16:12] "is as subtle as it is useless". [16:16] But around 10 years later, the Italian engineer [16:19] Rafael Bombelli picks up where Cardano left off. [16:22] Undeterred by the square roots of negatives [16:24] and the impossible geometry they imply, [16:26] he wants to find a way through the mess to the solution. [16:30] Observing that the square root of a negative [16:32] "cannot be called either positive or negative", [16:35] he lets it be its own new type of number. [16:39] Bombelli assumes the two terms in Cardano's solution [16:41] can be represented as some combination [16:43] of an ordinary number and this new type of number, [16:46] which involves the square root of negative one. [16:49] And this way, Bombelli figures out [16:51] that the two cube roots in Cardano's equation [16:53] are equivalent to two [16:55] plus or minus the square root of negative one. [16:57] So when he takes the final step and adds them together, [17:00] the square roots cancel out, [17:01] leaving the correct answer, four. [17:04] This feels nothing short of miraculous. [17:07] Cardano's method does work, [17:09] but you have to abandon the geometric proof [17:11] that generated it in the first place. [17:13] Negative areas, which make no sense in reality, [17:16] must exist as an intermediate step [17:19] on the way to the solution. [17:21] Over the next hundred years, modern mathematics takes shape. [17:25] In the 1600s, Francois Viete [17:27] introduces the modern symbolic notation for algebra, [17:30] ending the millennia-long tradition [17:32] of math problems as drawings and wordy descriptions. [17:35] Geometry is no longer the source of truth. [17:39] Rene Descartes makes heavy use [17:40] of the square roots of negatives, [17:42] popularizing them as a result. [17:44] And while he recognizes their utility, [17:46] he calls them imaginary numbers, a name that sticks, [17:50] which is why Euler later introduces the letter i [17:52] to represent the square root of negative one. [17:55] When combined with regular numbers, [17:57] they form complex numbers. [17:59] The cubic led to the invention of these new numbers [18:02] and liberated algebra from geometry. [18:05] By letting go [18:06] of what seems like the best description of reality, [18:09] the geometry you can see and touch, [18:12] you get a much more powerful and complete mathematics [18:14] that can solve real problems. [18:17] And it turns out the cubic is just the beginning. [18:20] In 1925, Erwin Schrödinger is searching for a wave equation [18:24] that governs the behavior of quantum particles [18:27] building on de Broglie's insight [18:28] that matter consists of waves. [18:31] He comes up with one of the most important [18:33] and famous equations in all of physics, [18:35] the Schrödinger equation. [18:37] And featured prominently within it is i, [18:40] the square root of negative one. [18:43] While mathematicians have grown accustomed [18:44] to imaginary numbers, physicists have not [18:47] and are uncomfortable seeing it show up [18:49] in such a fundamental theory. [18:51] Schrödinger himself writes [18:53] "What is unpleasant here, [18:54] and indeed directly to be objected to, [18:57] is the use of complex numbers. [18:59] The wave function Psi [19:01] is surely fundamentally a real function." [19:04] This seems like a fair objection, [19:06] so why does an imaginary number [19:08] that first appeared in the solution to the cubic [19:11] turn up in fundamental physics? [19:13] Well, it's because of some unique properties [19:16] of imaginary numbers. [19:18] Imaginary numbers exist on a dimension perpendicular [19:22] to the real number line. [19:23] Together, they form the complex plane. [19:27] Watch what happens when we repeatedly multiply by i. [19:30] Starting with one. [19:32] One times i is i, [19:34] i times i is negative one, by definition. [19:38] Negative one times i is negative i, [19:41] and negative i times i is one. [19:43] We've come back to where we started, [19:45] and if we keep multiplying by i, [19:46] the point will keep rotating around. [19:49] So when you're multiplying by i, [19:51] what you're really doing is rotating [19:53] by 90 degrees in the complex plane. [19:56] Now, there is a function that repeatedly multiplies by i [20:00] as you go down the X-axis. [20:02] And that is e to the ix. [20:05] It creates a spiral by essentially spreading out [20:08] these rotations all along the X-axis. [20:12] If you look at the real part of the spiral, [20:14] it's a cosine wave. [20:15] And if you look at the imaginary part, it's a sine wave. [20:19] The two quintessential functions that describe waves [20:22] are both contained in e to the ix. [20:26] So when Schrodinger goes to write down a wave equation, [20:28] he naturally assumes that the solutions to his equation [20:31] will look something like e to the ix, [20:33] specifically e to the ikx minus omega t. [20:37] You might wonder why he would use that formulation [20:40] and not just a simple sine wave, [20:42] but the exponential has some useful properties. [20:45] If you take the derivative with respect to position or time, [20:48] that derivative is proportional [20:50] to the original function itself. [20:52] And that's not true if you use the sine function [20:55] whose derivative is cosine. [20:57] Plus, since the Schrodinger equation is linear, [21:00] you can add together an arbitrary number of solutions [21:03] of this form, creating any sort of wave shape you like, [21:07] and it too, will be a solution to Schrodinger's equation. [21:10] The physicist Freeman Dyson later writes, [21:13] "Schrödinger put the square root of minus one [21:15] into the equation, and suddenly it made sense. [21:18] Suddenly it became a wave equation [21:21] instead of a heat conduction equation. [21:23] And Schrodinger found to his delight [21:25] that the equation has solutions [21:27] corresponding to the quantized orbits [21:29] in the Bohr model of the atom. [21:31] It turns out that the Schrodinger equation [21:33] describes correctly everything we know [21:36] about the behavior of atoms. [21:38] It is the basis of all of chemistry and most of physics. [21:42] And that square root of minus one [21:44] means that nature works with complex numbers [21:47] and not with real numbers. [21:50] This discovery came as a complete surprise, [21:53] to Schrodinger as well as to everybody else." [21:56] So imaginary numbers [21:58] discovered as a quirky, intermediate step [22:01] on the way to solving the cubic turn out to be fundamental [22:04] to our description of reality. [22:07] Only by giving up maths connection to reality [22:10] could it guide us to a deeper truth [22:12] about the way the universe works. [22:21] Not gonna lie, I learned a ton while making this video, [22:24] because I really had to engage with some ideas [22:27] that I was already familiar with. [22:28] And that is exactly what happens with Brilliant, [22:30] the sponsor of this video. [22:32] Brilliant is a website and app that teaches you [22:34] all kinds of STEM concepts, [22:36] from geometry to quantum mechanics. [22:38] And you learn by doing. [22:40] They use interactivity to bring your understanding [22:42] to the next level. [22:44] Like calculus? [22:45] No problem. [22:46] It's way more fun [22:47] when you work through the material yourself [22:49] and get to manipulate it visually. [22:51] Check out these Surfaces of Revolution, [22:53] a clear demonstration of how you can use [22:56] an integral to find volume. [22:58] The problems are carefully curated [23:00] to increase in difficulty as you go. [23:02] And if you get stuck, there is always a helpful hint. [23:05] If this video has whetted your appetite for complex numbers, [23:08] they have an awesome course on that subject [23:10] from the Mandelbrot set to Euler's formula. [23:13] And for viewers of this channel, [23:14] Brilliant is offering 20% off an annual subscription [23:17] to the first 200 people to sign up. [23:19] Just go to brilliant.org/veritasium. [23:22] I will put that link down in the description. [23:24] So I wanna thank Brilliant for supporting Veritasium [23:26] and I wanna thank you for watching.