虚数如何被发明:从三次方程到量子物理的数学之旅 veritasium 2021-11-01

数学与现实的脱离:虚数的诞生

数学最初是为了量化我们的世界而诞生的,例如测量土地、预测行星运动以及记录商业交易。

View/Hide Original English

Mathematics began as a way to quantify our world, to measure land, predict the motions of planets, and keep track of commerce.

然而,一个曾被认为不可能解决的问题出现了。
View/Hide Original English

Then came a problem considered impossible.

解决这个问题的秘诀在于将数学从现实世界中分离出来,将代数与几何分离,并创造出一些如此奇特以至于被称为**虚数**(Imaginary Numbers: 指形如 bi 的数,其中 b 是实数,i 是虚数单位,i² = -1)的新数字。
View/Hide Original English

The secret to solving it was to separate math from the real world, to split algebra from geometry and to invent new numbers so fanciful they are called imaginary.

具有讽刺意味的是,四百年后,这些数字竟然出现在我们对宇宙最佳物理理论的核心之中。
View/Hide Original English

Ironically, 400 years later, these very numbers turn up in the heart of our best physical theory of the universe.

只有放弃数学与现实的联系,我们才能发现现实的真正本质。
View/Hide Original English

Only by abandoning math's connection to reality could we discover reality's true nature.

古代数学的局限:几何与负数

1494年,列奥纳多·达·芬奇的数学老师卢卡·帕乔利(Luca Pacioli)出版了《算术、几何、比例总论》(Summa de Arithmetica),这是一本全面总结了文艺复兴时期意大利所有已知数学知识的著作。

View/Hide Original English

In 1494, Luca Pacioli who is Leonardo da Vinci's math teacher publishes "Summa de Arithmetica," a comprehensive summary of all mathematics known in Renaissance Italy at the time.

书中有一节是关于**三次方程**(Cubic Equation: 指未知数最高次数为三的多项式方程)的,今天我们通常会将其写成 ax³ + bx² + cx + d = 0 的形式。
View/Hide Original English

In it, there's a section on the cubic, any equation which today we would write as ax cubed plus bx squared plus cx plus d equals zero.

人们至少在四千年前就开始尝试寻找三次方程的通用解法,但每一个遇到它的古代文明,无论是巴比伦人、希腊人、中国人、印度人、埃及人还是波斯人,都一无所获。
View/Hide Original English

People have been trying to find a general solution to the cubic for at least 4,000 years, but each ancient civilization that encountered it, the Babylonians, Greeks, Chinese, Indians, Egyptians, and Persians, they all came up empty-handed.

帕乔利的结论是,三次方程的解法是不可能的。
View/Hide Original English

Pacioli's conclusion is that a solution to the cubic equation is impossible.

这至少应该让人感到有些惊讶,因为如果没有 x³ 项,这个方程就只是一个**二次方程**(Quadratic Equation: 指未知数最高次数为二的多项式方程)。
View/Hide Original English

Now, this should be at least a little surprising, since without the X cubed term, the equation is simply a quadratic.

许多古代文明早在几千年前就已经解决了二次方程。
View/Hide Original English

And many ancient civilizations had solved quadratics thousands of years earlier.

今天,任何通过八年级数学的人都知道它的通用解法:负 b 加减根号 b 方减四 ac,再除以二 a。
View/Hide Original English

Today, anyone who's passed eighth grade knows the general solution. It's minus b plus minus root b squared minus four ac all over two a.

但大多数人只是机械地套用这个公式,完全不了解古代数学家用来推导它的几何原理。
View/Hide Original English

But most people just plug and chug into this formula completely oblivious to the geometry that ancient mathematicians used to derive it.

要知道,在那个时代,数学不是用方程写下来的,而是用文字和图画来表达的。
View/Hide Original English

You know, back in those days, mathematics wasn't written down in equations. It was written with words and pictures.

以方程 x² + 26x = 27 为例。
View/Hide Original English

Take, for example, the equation x squared plus 26x equals 27.

古代数学家会将 x² 项想象成一个边长为 x 的正方形。
View/Hide Original English

Ancient mathematicians would think of the x squared term like a literal square with sides of length x.

而 26x 则是一个长为 26、宽为 x 的矩形,这两个面积加起来等于 27。
View/Hide Original English

And then 26x, well, that would be a rectangle with one side of length 26 and the other side of length x, and these two areas together add to 27.

那么我们如何求出 x 呢?
View/Hide Original English

So how do we figure out what x is?

我们可以把这个 26x 的矩形切成两半。
View/Hide Original English

Well, we can take this 26x rectangle and cut it in half.

这样我们就有两个 13x 的矩形,我们可以把它们重新排列,使新形成的形状几乎是一个正方形,只是缺少下面这一部分。
View/Hide Original English

So now I have two 13x rectangles and I can position them so the new shape I create is almost a square, It's just missing this section down here.

但我们知道这一部分的尺寸是 13 乘 13。
View/Hide Original English

But I know the dimensions of this section. It's just 13 by 13.

所以我们可以通过添加一个 13 乘 13 的正方形来“补全平方”。
View/Hide Original English

So I can complete the square by adding in a 13 by 13 square.

现在,由于我们在方程的左边加上了 13 的平方,也就是 169,所以我们也要在方程的右边加上 169,以保持等式成立。
View/Hide Original English

Now, since I've added 13-squared or 169 to the left-hand side of the equation, I also have to add 169 to the right-hand side of the equation to maintain the equality.

这样我们就得到了一个边长为 x + 13 的大正方形,它等于 196。
View/Hide Original English

So now I have this larger square with sides of length X plus 13, and it is equal to 196.

196 的平方根是 14。
View/Hide Original English

Now the square root of 196 is 14.

所以我们知道这个正方形的边长是 14,这意味着 x 等于 1。
View/Hide Original English

So I know that the sides of this square have length 14, which means X is equal to one.

这是一种很好的可视化方法来解决二次方程,但它并不完整。
View/Hide Original English

Now this is a great visual way to solve a quadratic equation, but it isn't complete.

如果我们看最初的方程,x 等于 1 是一个解,但负 27 也是。
View/Hide Original English

I mean, if you look at our original equation, x equals one is a solution. But so is negative 27.

几千年来,数学家们一直没有意识到方程的负数解,因为他们处理的是现实世界中的事物,比如长度、面积和体积。
View/Hide Original English

For thousands of years, mathematicians were oblivious to the negative solutions to their equations because they were dealing with things in the real world, lengths and areas and volumes.

一个边长为负 27 的正方形意味着什么呢?这根本说不通。
View/Hide Original English

I mean, what would it mean to have a square with sides of length negative 27? That just doesn't make any sense.

所以对于那些数学家来说,负数是不存在的。
View/Hide Original English

So for those mathematicians, negative numbers didn't exist.

你可以做减法,也就是找出两个正数之间的差值,但你不能得到负数答案或负数系数。
View/Hide Original English

You could subtract, that is find the difference between two positive quantities, but you couldn't have a negative answer or negative coefficients.

数学家们对负数如此反感,以至于没有一个单一的二次方程形式。
View/Hide Original English

Mathematicians were so averse to negative numbers that there was no single quadratic equation.

相反,有六种不同的版本,都经过排列以确保系数始终为正。
View/Hide Original English

Instead, there were six different versions arranged so that the coefficients were always positive.

三次方程也采用了同样的方法。
View/Hide Original English

The same approach was taken with the cubic.

在 11 世纪,波斯数学家**奥马尔·海亚姆**(Omar Khayyam)确定了 19 种不同的三次方程,同样,所有系数都保持为正。
View/Hide Original English

In the 11th century, Persian mathematician Omar Khayyam identified 19 different cubic equations, again, keeping all coefficients positive.

他通过考虑双曲线和圆等形状的交点,找到了一些方程的数值解,但他未能实现其最终目标——三次方程的通用解。
View/Hide Original English

He found numerical solutions to some of them by considering the intersections of shapes, like hyperbolas and circles, but he fell short of his ultimate goal, a general solution to the cubic.

他写道:“也许后世之人会成功找到它。”
View/Hide Original English

He wrote, "Maybe one of those who will come after us will succeed in finding it."

三次方程的秘密与数学决斗

四百年后,四千公里之外,解决方案开始浮现。

View/Hide Original English

400 years later and 4,000 kilometers away, the solution begins to take shape.

**希皮奥内·德尔·费罗**(Scipione del Ferro)是博洛尼亚大学(University of Bologna)的数学教授。
View/Hide Original English

Scipione del Ferro is a mathematics professor at the University of Bologna.

大约在 1510 年左右,他找到了一种可靠解决**降次三次方程**(Depressed Cubic: 指不含二次项的特殊三次方程)的方法。
View/Hide Original English

Sometime around 1510, he finds a method to reliably solve depressed cubics.

这些方程是三次方程的一个子集,不含 x² 项。
View/Hide Original English

These are a subset of cubic equations with no X squared term.

那么,在解决了这个困扰数学家几千年、被达芬奇的数学老师认为不可能的问题后,他做了什么呢?
View/Hide Original English

So what does he do after solving a problem that has stumped mathematicians from millennia? One considered impossible by Leonardo da Vinci's math teacher?

他没有告诉任何人。
View/Hide Original English

He tells no one.

在 16 世纪当一名数学家是很艰难的。
View/Hide Original English

See, being a mathematician in the 1500s is hard.

你的职位不断受到其他数学家的威胁,他们随时可能出现并挑战你的地位。
View/Hide Original English

Your job is constantly under threat from other mathematicians who can show up at any time and challenge you for your position.

你可以把它想象成一场数学决斗。
View/Hide Original English

You can think of it like a math duel.

每个参与者向对方提交一组问题,解决问题最多的人就能得到这份工作,而失败者则遭受公开羞辱。
View/Hide Original English

Each participant submits a set of questions to the other, and the person who solves the most questions correctly gets the job while the loser suffers public humiliation.

据德尔·费罗所知,世界上没有其他人能解决降次三次方程。
View/Hide Original English

As far as del Ferro knows, no one else in the world can solve the depressed cubic.

因此,通过保守他的解决方案的秘密,他保证了自己的工作安全。
View/Hide Original English

So by keeping his solutions secret, he guarantees his own job security.

近二十年来,德尔·费罗一直保守着他的秘密。
View/Hide Original English

For nearly two decades, del Ferro keeps his secret.

直到 1526 年临终前,他才向他的学生**安东尼奥·菲奥尔**(Antonio Fior)透露了这个秘密。
View/Hide Original English

Only on his deathbed in 1526 does he let it slip to his student Antonio Fior.

菲奥尔的数学天赋不如他的导师,但他年轻且雄心勃勃。
View/Hide Original English

Fior is not as talented a mathematician as his mentor, but he is young and ambitious.

德尔·费罗去世后,他吹嘘自己的数学才能,特别是他解决降次三次方程的能力。
View/Hide Original English

And after del Ferro's death, he boasts about his own mathematical prowess and specifically, his ability to solve the depressed cubic.

1535 年 2 月 12 日,菲奥尔向数学家**尼科洛·丰塔纳·塔尔塔利亚**(Niccolo Fontana Tartaglia)发起了挑战,塔尔塔利亚最近搬到了菲奥尔的家乡威尼斯。
View/Hide Original English

On February 12, 1535, Fior challenges mathematician Niccolo Fontana Tartaglia who has recently moved to Fior's hometown of Venice.

尼科洛·丰塔纳对逆境并不陌生。
View/Hide Original English

Niccolo Fontana is no stranger to adversity.

他小时候脸被一名法国士兵砍伤,导致他口吃。
View/Hide Original English

As a kid, his face was cut open by a French soldier, leaving him with a stutter.

这就是为什么他被称为塔尔塔利亚(Tartaglia),在意大利语中意为“口吃者”。
View/Hide Original English

That's why he's known as Tartaglia, which means stutterer in Italian.

塔尔塔利亚在贫困中长大,基本上是自学成才。
View/Hide Original English

Growing up in poverty, Tartaglia is largely self-taught.

他通过自己的努力在意大利社会中向上攀爬,成为一名受人尊敬的数学家。
View/Hide Original English

He claws his way up through Italian society to become a respected mathematician.

现在,所有这一切都岌岌可危。
View/Hide Original English

Now, all of that is at stake.

按照惯例,在挑战中,塔尔塔利亚给了菲奥尔 30 个非常具有洞察力的问题。
View/Hide Original English

As is the custom, in the challenge Tartaglia gives a very discernment of 30 problems to Fior.

菲奥尔也给了塔尔塔利亚 30 个问题,所有这些都是降次三次方程。
View/Hide Original English

Fior gives 30 problems to Tartaglia, all of which are depressed cubics.

两位数学家都有 40 天的时间来解决他们各自收到的 30 个问题。
View/Hide Original English

Each mathematician has 40 days to solve the 30 problems they've been given.

菲奥尔一个问题也解决不了。
View/Hide Original English

Fior can't solve a single problem.

塔尔塔利亚只用了两个小时就解决了菲奥尔的所有 30 个降次三次方程。
View/Hide Original English

Tartaglia solves all 30 of Fior's depressed cubics in just two hours.

看来菲奥尔的自吹自擂是他的败笔。
View/Hide Original English

It seems Fior's boastfulness was his undoing.

在挑战到来之前,塔尔塔利亚得知菲奥尔声称解决了降次三次方程,但他对此持怀疑态度。
View/Hide Original English

Before the challenge came, Tartaglia learns that Fior's claimed to have solved the depressed cubic, but he's skeptical.

塔尔塔利亚写道:“我不认为他能独自找到这样的规则。”
View/Hide Original English

"I did not deem him capable of finding such a rule on his own," Tartaglia writes.

但传言说一位伟大的数学家向菲奥尔透露了这个秘密,这似乎更可信。
View/Hide Original English

But word was that a great mathematician had revealed the secret to Fior, which seems more plausible.

因此,在得知三次方程有解的可能性,并且自己的生计岌岌可危的情况下,塔尔塔利亚着手自己解决降次三次方程。
View/Hide Original English

So with the knowledge that a solution to the cubic is possible, and with his livelihood on the line, Tartaglia sets about solving the depressed cubic himself.

塔尔塔利亚的几何解法

为了解决这个问题,他将“补全平方”的思想扩展到三维空间。

View/Hide Original English

To do it, he extends the idea of completing the square into three dimensions.

以方程 x³ + 9x = 26 为例。
View/Hide Original English

Take the equation x cubed plus nine x equals 26.

你可以把 x³ 想象成一个边长为 x 的立方体的体积。
View/Hide Original English

You can think of x cubed as the volume of a cube with sides of length x.

如果你加上一个 9x 的体积,你就得到 26。
View/Hide Original English

And if you add a volume of nine x, you get 26.

所以就像补全平方一样,我们需要在立方体上增加体积,使其体积增加 9x。
View/Hide Original English

So just like with completing the square, we need to add onto the cube to increase its volume by nine x.

想象一下将这个立方体的三条边向外延伸距离 y,创建一个边长为 z 的新大立方体。
View/Hide Original English

Imagine extending three sides of this cube out a distance y, creating a new, larger cube with sides of length, call it z.

z 就是 x + y。
View/Hide Original English

z is just x plus y.

原始立方体被填充,我们可以将增加的体积分解成七个形状。
View/Hide Original English

The original cube has been padded out and we can break up the additional volume into seven shapes.

有三个尺寸为 x 乘 x 乘 y 的长方体棱柱,另外三个尺寸为 x 乘 y 乘 y 的窄棱柱,再加上一个体积为 y³ 的立方体。
View/Hide Original English

There are three rectangular prisms with dimensions of x by x by y, and another three narrower prisms with dimensions of x by y by y, plus there's a cube with a volume y cubed.

塔尔塔利亚将这六个长方体棱柱重新排列成一个块。
View/Hide Original English

Tartaglia rearranges the six rectangular prisms into one block.

其中一边长为 3y,另一边长为 x + y(即 z),高度为 x。
View/Hide Original English

One side has length three y, the other has a length x plus y, which is z, and the height is x.

所以这个形状的体积是它的底面 3yz 乘以它的高度 x。
View/Hide Original English

So the volume of this shape is its base, three yz times its height, x.

塔尔塔利亚意识到,如果它的底面等于 9,这个体积可以完美地表示方程中的 9x 项。
View/Hide Original English

And Tartaglia realizes this volume can perfectly represent the nine x term in the equation, if its base is equal to nine.

所以他设 3yz = 9。
View/Hide Original English

So he sets three yz equals nine.

把立方体重新组合起来,你会发现我们缺少了一个小的 y³ 块,所以我们可以通过在方程两边加上 y³ 来补全立方体。
View/Hide Original English

Putting the cube back together, you find we're missing the one small y cubed block, so we can complete the cube by adding y cubed to both sides of the equation.

现在我们有了 z³,即完整的更大立方体,等于 26 + y³。
View/Hide Original English

Now we have z cubed, the complete larger cube, equals 26 plus y cubed.

我们有两个方程和两个未知数。
View/Hide Original English

We have two equations and two unknowns.

解第一个方程得到 z,并代入第二个方程,我们得到 y⁶ + 26y³ = 27。
View/Hide Original English

Solving the first equation for z and substituting into the second, we get y to the six plus 26 y cubed equals 27.

乍一看,我们似乎比开始时情况更糟。
View/Hide Original English

At first glance, it seems like we're now worse off than when we started.

变量现在被提升到六次方,而不是仅仅三次方。
View/Hide Original English

The variable is now raised to the power of six, instead of just three.

然而,如果你把 y³ 看作一个新变量,这个方程实际上是一个二次方程,就是我们通过补全平方解决的那个二次方程。
View/Hide Original English

However, if you think of y cubed as a new variable, the equation is actually a quadratic, the same quadratic that we solved by completing the square.

所以我们知道 y³ 等于 1,这意味着 y 等于 1,而 z 等于 3 除以 y,所以 z 是 3。
View/Hide Original English

So we know y cubed equals one, which means y equals one, and z equals three over y, so z is three.

由于 x + y 等于 z,x 必须等于 2,这确实是原始方程的一个解。
View/Hide Original English

And since x plus y equals z, x must be equal to two, which is indeed, a solution to the original equation.

至此,塔尔塔利亚成为地球上第二个解决降次三次方程的人。
View/Hide Original English

And with that, Tartaglia becomes the second human on the planet to solve the depressed cubic.

为了省去每次遇到新的三次方程都要进行几何推导的麻烦,塔尔塔利亚将他的方法总结成一个算法,即一系列指令。
View/Hide Original English

To save himself the work of going through the geometry for each new cubic he encounters, Tartaglia summarizes his method in an algorithm, a set of instructions.

他没有像我们今天这样以一系列方程的形式写下来。
View/Hide Original English

He writes this down not as a set of equations like we would today.

现代代数符号在一百年后才出现,他而是以一首诗的形式写下来的。
View/Hide Original English

Modern algebraic notation wouldn't exist for another hundred years, but instead, as a poem.

卡尔达诺的突破与誓言的背弃

塔尔塔利亚的胜利使他成为名人。

View/Hide Original English

Tartaglia's victory makes him something of a celebrity.

数学家们都渴望知道他是如何解决三次方程的,尤其是米兰的博学家**吉罗拉莫·卡尔达诺**(Gerolamo Cardano)。
View/Hide Original English

Mathematicians are desperate to learn how he solved the cubic, especially Gerolamo Cardano, a polymath based in Milan.

正如你所料,塔尔塔利亚对此一无所知。
View/Hide Original English

As you can guess, Tartaglia will have none of it.

他拒绝透露哪怕是比赛中的一个问题。
View/Hide Original English

He refuses to reveal even a single question from the competition.

但卡尔达诺坚持不懈。
View/Hide Original English

But Cardano is persistent.

他写了一系列信件,内容在奉承和攻击之间交替。
View/Hide Original English

He writes a series of letters that alternate between flattery and aggressive attacks.

最终,卡尔达诺承诺将他介绍给一位富有的资助人,成功地将塔尔塔利亚引诱到米兰。
View/Hide Original English

Eventually with the promise of an introduction to his wealthy benefactor, Cardono manages to lure Tartaglia to Milan.

1539 年 3 月 25 日,塔尔塔利亚在那里透露了他的方法,但前提是卡尔达诺必须庄严宣誓,不将此方法告诉任何人,不发表,并且只用密码书写。
View/Hide Original English

And there on March 25, 1539 Tartaglia reveals his method, but only after forcing Cardono to swear a solemn oath not to tell anyone the method, not to publish it, and to write it only in cipher.

引用他的话:“这样在我死后,没有人能够理解它。”
View/Hide Original English

Quote, "So that after my death, no one shall be able to understand it."

卡尔达诺欣喜若狂,立即开始尝试塔尔塔利亚的算法。
View/Hide Original English

Cardono is delighted and immediately starts playing around with Tartaglia's algorithm.

但他心中有一个更高的目标:解决完整的**三次方程**,包括 x² 项。
View/Hide Original English

But he has a loftier goal in mind, a solution to the full cubic equation, including the x squared term.

令人惊讶的是,他发现了它。
View/Hide Original English

And amazingly, he discovers it.

如果你用 x 减去 b 除以 3a 来替换 x,那么所有的 x² 项都会抵消。
View/Hide Original English

If you substitute for x, x minus b over three a, then all the X squared terms cancel out.

这是将任何通用三次方程转化为降次三次方程的方法,然后就可以用塔尔塔利亚的公式来解决。
View/Hide Original English

This is the way to turn any general cubic equation into a depressed cubic, which can then be solved by Tartaglia's formula.

卡尔达诺对解决了这个困扰顶尖数学家几千年的问题感到非常兴奋,他想发表它。
View/Hide Original English

Cardano is so excited to have solved the problem that stumped the best mathematicians for thousands of years, he wants to publish it.

与他的同行不同,卡尔达诺不需要保守这个解决方案的秘密。
View/Hide Original English

Unlike his peers, Cardano has no need to keep the solution a secret.

他不是靠数学家身份谋生,而是作为一名医生和著名的知识分子。
View/Hide Original English

He makes his living not as a mathematician, but as a physician and famous intellectual.

对他来说,荣誉比秘密更有价值。
View/Hide Original English

For him, the credit is more valuable than the secret.

唯一的问题是他向塔尔塔利亚发过的誓,塔尔塔利亚不会让他违背誓言。
View/Hide Original English

The only problem is the oath he swore to Tartaglia who won't let him break it.

你可能会认为这事就此结束了。
View/Hide Original English

And you might think this would be the end of it.

但在 1542 年,卡尔达诺前往博洛尼亚,在那里他拜访了一位数学家,这位数学家恰好是希皮奥内·德尔·费罗的女婿,德尔·费罗正是在临终前将降次三次方程的解法传给了安东尼奥·菲奥尔。
View/Hide Original English

But in 1542, Cardano travels to Bologna and there he visits a mathematician who just happens to be the son-in-law of one Scipione del Ferro, the man who on his deathbed, gave the solution to the depressed cubic to Antonio Fior.

卡尔达诺在德尔·费罗的旧笔记本中找到了这个解决方案,这个笔记本是在他访问期间与他分享的。
View/Hide Original English

Cardano finds the solution in del Ferro's old notebook, which is shared with him during the visit.

这个解决方案比塔尔塔利亚的早了几十年。
View/Hide Original English

This solution predates Tartaglia's by decades.

所以现在,在卡尔达诺看来,他可以在不违反他对塔尔塔利亚誓言的情况下发表三次方程的完整解决方案。
View/Hide Original English

So now, as Cardano sees it, he can publish the full solution to the cubic without violating his oath to Tartaglia.

三年后,卡尔达诺出版了《大术》(Ars Magna),这是一本更新的数学概要。
View/Hide Original English

Three years later, Cardano publishes "Ars Magna," The Great Art, an updated compendium of mathematics.

“五年写成,愿它流传五百年。”卡尔达诺写道。
View/Hide Original English

"Written in five years, may it last for five hundred." Cardano writes a chapter with a unique geometric proof for each of the 13 arrangements of the cubic equation.

尽管他承认了塔尔塔利亚、德尔·费罗和菲奥尔的贡献,但塔尔塔利亚至少可以说是不高兴的。
View/Hide Original English

Although he acknowledges the contributions of Tartaglia, del Ferro and Fior, Tartaglia is displeased, to say the least.

他写了侮辱卡尔达诺的信件,并抄送给了大部分数学界人士。
View/Hide Original English

He writes insulting letters to Cardano, and CC's a good fraction of the mathematics community.

他说的有道理。
View/Hide Original English

And he has a point.

直到今天,三次方程的通用解法通常仍被称为卡尔达诺法。
View/Hide Original English

To this day, the general solution to the cubic is often called Cardano's method.

但《大术》是一项非凡的成就。
View/Hide Original English

But "Ars Magna" is a phenomenal achievement.

它将几何推理推向了极限,甚至超越了极限。
View/Hide Original English

It pushes geometrical reasoning to its very breaking point. Literally.

虚数的出现:负面积的悖论

当卡尔达诺在撰写《大术》时,他遇到了一些无法轻易以常规方式解决的三次方程,例如 x³ = 15x + 4。

View/Hide Original English

While Cardano is writing "Ars Magna " he comes across some cubic equations that can't easily be solved in the usual way, like x cubed equals 15x plus four.

将此代入算法会得到一个包含负数平方根的解。
View/Hide Original English

Plugging this into the algorithm yields a solution that contains the square roots of negative numbers.

卡尔达诺就此情况询问塔尔塔利亚,但他回避了,并暗示卡尔达诺不够聪明,无法正确使用他的公式。
View/Hide Original English

Cardano asks Tartaglia about the case, but he evades and implies Cardano is just not clever enough to use his formula properly.

实际上,塔尔塔利亚也不知道该怎么办。
View/Hide Original English

The reality is Tartaglia has no idea what to do either.

卡尔达诺回顾了一个类似问题的几何推导,以确切了解出了什么问题。
View/Hide Original English

Cardano walks back through the geometric derivation of a similar problem to see exactly what goes wrong.

虽然三维立方体的切割和重排工作正常,但最后的二次方程“补全平方”步骤导致了一个几何悖论。
View/Hide Original English

While the 3D cube slicing and rearrangement works just fine, the final quadratic completing the square step leads to a geometric paradox.

卡尔达诺发现一个正方形的一部分面积必须是 30,但边长却是 5。
View/Hide Original English

Cardano finds part of a square that must have an area of 30, but also sides of length five.

由于完整的正方形面积是 25,为了补全平方,卡尔达诺必须以某种方式添加负面积。
View/Hide Original English

Since the full square has an area of 25, to complete the square, Cardano has to somehow add negative area.

这就是负数平方根的来源,即负面积的概念。
View/Hide Original English

That is where the square roots of negatives come from, the idea of negative area.

这并不是负数平方根第一次出现在数学中。
View/Hide Original English

Now, this isn't the first time square roots of negatives show up in mathematics.

事实上,在《大术》的早期部分就有这个问题:找到两个数,它们相加为 10,相乘为 40。
View/Hide Original English

In fact, earlier in "Ars Magnae" is this problem. Find two numbers that add to 10 and multiply to 40.

你可以将这些方程组合成二次方程 x² + 40 = 10x。
View/Hide Original English

You can combine these equations into the quadratic X squared plus 40 equals 10 X.

但如果你将此代入二次公式,解将包含负数的平方根。
View/Hide Original English

But if you plug this into the quadratic formula, the solutions contain the square roots of negatives.

显而易见的结论是,解不存在,你可以通过查看原始问题来验证这一点。
View/Hide Original English

The obvious conclusion is that a solution doesn't exist, which you can verify by looking at the original problem.

没有两个实数相加为 10 且相乘为 40。
View/Hide Original English

There are no two real numbers, which add to 10 and multiply to 40.

所以数学家们明白负数的平方根是数学告诉他们没有解的方式。
View/Hide Original English

So mathematicians understood square roots of negative numbers were maths way of telling you there is no solution.

但这个三次方程是不同的。
View/Hide Original English

But this cubic equation is different.

稍加猜测和检验,你就能发现 x 等于 4 是一个解。
View/Hide Original English

With the little guessing and checking, you can find that x equals four is a solution.

那么,为什么适用于所有其他三次方程的方法,却无法找到这个方程的完全合理的解呢?
View/Hide Original English

So why doesn't the approach that works for all other cubics find the perfectly reasonable solution to this one?

卡尔达诺无法找到前进的方向,于是在《大术》中回避了这种情况,称负数平方根的概念“既微妙又无用”。
View/Hide Original English

Unable to see a way forward, Cardano avoids this case in "Ars Magna" saying the idea of the square root of negatives "is as subtle as it is useless".

但大约十年后,意大利工程师**拉斐尔·邦贝利**(Rafael Bombelli)接续了卡尔达诺的工作。
View/Hide Original English

But around 10 years later, the Italian engineer Rafael Bombelli picks up where Cardano left off.

他没有被负数平方根及其所暗示的不可能几何所吓倒,他想找到一种方法来解决这个困境,找到解决方案。
View/Hide Original English

Undeterred by the square roots of negatives and the impossible geometry they imply, he wants to find a way through the mess to the solution.

他观察到负数的平方根“既不能称为正数也不能称为负数”,于是他让它成为一种全新的数字。
View/Hide Original English

Observing that the square root of a negative "cannot be called either positive or negative", he lets it be its own new type of number.

邦贝利假设卡尔达诺解中的两项可以表示为普通数和这种涉及负一平方根的新类型数的某种组合。
View/Hide Original English

Bombelli assumes the two terms in Cardano's solution can be represented as some combination of an ordinary number and this new type of number, which involves the square root of negative one.

通过这种方式,邦贝利发现卡尔达诺方程中的两个立方根等同于 2 加减负一的平方根。
View/Hide Original English

And this way, Bombelli figures out that the two cube roots in Cardano's equation are equivalent to two plus or minus the square root of negative one.

所以当他进行最后一步并将它们相加时,平方根抵消了,得到了正确的答案 4。
View/Hide Original English

So when he takes the final step and adds them together, the square roots cancel out, leaving the correct answer, four.

这简直是奇迹。
View/Hide Original English

This feels nothing short of miraculous.

卡尔达诺的方法确实有效,但你必须放弃最初产生它的几何证明。
View/Hide Original English

Cardano's method does work, but you have to abandon the geometric proof that generated it in the first place.

在现实中毫无意义的负面积,必须作为通向解决方案的中间步骤而存在。
View/Hide Original English

Negative areas, which make no sense in reality, must exist as an intermediate step on the way to the solution.

虚数与现代数学:代数从几何中解放

在接下来的几百年里,现代数学逐渐成形。

View/Hide Original English

Over the next hundred years, modern mathematics takes shape.

在 17 世纪,**弗朗索瓦·韦达**(Francois Viete)引入了现代代数符号,结束了数学问题以图画和冗长描述呈现的千年传统。
View/Hide Original English

In the 1600s, Francois Viete introduces the modern symbolic notation for algebra, ending the millennia-long tradition of math problems as drawings and wordy descriptions.

几何不再是真理的来源。
View/Hide Original English

Geometry is no longer the source of truth.

**勒内·笛卡尔**(Rene Descartes)大量使用了负数的平方根,从而使其普及。
View/Hide Original English

Rene Descartes makes heavy use of the square roots of negatives, popularizing them as a result.

虽然他承认它们的实用性,但他称它们为**虚数**,这个名字一直沿用至今。
View/Hide Original English

And while he recognizes their utility, he calls them imaginary numbers, a name that sticks, which is why Euler later introduces the letter i to represent the square root of negative one.

这就是为什么**欧拉**(Euler)后来引入字母 i 来表示负一的平方根。
View/Hide Original English

And while he recognizes their utility, he calls them imaginary numbers, a name that sticks, which is why Euler later introduces the letter i to represent the square root of negative one.

当它们与实数结合时,就形成了**复数**(Complex Numbers: 指形如 a + bi 的数,其中 a 和 b 是实数,i 是虚数单位)。
View/Hide Original English

When combined with regular numbers, they form complex numbers.

三次方程导致了这些新数字的发明,并将代数从几何中解放出来。
View/Hide Original English

The cubic led to the invention of these new numbers and liberated algebra from geometry.

通过放弃对现实最好的描述——你可以看到和触摸的几何——你得到了一个更强大、更完整的数学体系,可以解决实际问题。
View/Hide Original English

By letting go of what seems like the best description of reality, the geometry you can see and touch, you get a much more powerful and complete mathematics that can solve real problems.

事实证明,三次方程只是一个开始。
View/Hide Original English

And it turns out the cubic is just the beginning.

虚数在量子物理中的核心地位

1925 年,埃尔温·薛定谔(Erwin Schrödinger)在德布罗意(Louis de Broglie)关于物质由波组成的洞察基础上,正在寻找一个描述量子粒子(Quantum Particles: 指在量子力学尺度下表现出波动性和粒子性双重特征的微观粒子)行为的波动方程。

View/Hide Original English

In 1925, Erwin Schrödinger is searching for a wave equation that governs the behavior of quantum particles building on de Broglie's insight that matter consists of waves.

他提出了物理学中最重要和最著名的方程之一——**薛定谔方程**(Schrödinger Equation: 描述量子力学系统中粒子行为的波动方程)。
View/Hide Original English

He comes up with one of the most important and famous equations in all of physics, the Schrödinger equation.

其中显著地包含了 i,即负一的平方根。
View/Hide Original English

And featured prominently within it is i, the square root of negative one.

虽然数学家们已经习惯了虚数,但物理学家们还没有,并且对它出现在如此基础的理论中感到不适。
View/Hide Original English

While mathematicians have grown accustomed to imaginary numbers, physicists have not and are uncomfortable seeing it show up in such a fundamental theory.

薛定谔本人写道:“这里令人不快,甚至直接遭到反对的是复数的使用。波函数 Psi 肯定从根本上是一个实函数。”
View/Hide Original English

Schrödinger himself writes "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."

这似乎是一个合理的反对意见,那么为什么最初出现在三次方程解中的虚数会出现在基础物理学中呢?
View/Hide Original English

This seems like a fair objection, so why does an imaginary number that first appeared in the solution to the cubic turn up in fundamental physics?

这是因为虚数具有一些独特的性质。
View/Hide Original English

Well, it's because of some unique properties of imaginary numbers.

虚数存在于垂直于实数轴的维度上。
View/Hide Original English

Imaginary numbers exist on a dimension perpendicular to the real number line.

它们共同构成了**复平面**(Complex Plane: 一个二维平面,其横轴表示实数,纵轴表示虚数,用于表示复数)。
View/Hide Original English

Together, they form the complex plane.

看看当我们反复乘以 i 时会发生什么。
View/Hide Original English

Watch what happens when we repeatedly multiply by i.

从 1 开始。
View/Hide Original English

Starting with one.

1 乘以 i 是 i,根据定义,i 乘以 i 是负 1。
View/Hide Original English

One times i is i, i times i is negative one, by definition.

负 1 乘以 i 是负 i,负 i 乘以 i 是 1。
View/Hide Original English

Negative one times i is negative i, and negative i times i is one.

我们回到了起点,如果我们继续乘以 i,这个点就会不断旋转。
View/Hide Original English

We've come back to where we started, and if we keep multiplying by i, the point will keep rotating around.

所以当你乘以 i 时,你实际上是在复平面上旋转 90 度。
View/Hide Original English

So when you're multiplying by i, what you're really doing is rotating by 90 degrees in the complex plane.

现在,有一个函数,当你沿着 X 轴移动时,它会反复乘以 i。
View/Hide Original English

Now, there is a function that repeatedly multiplies by i as you go down the X-axis.

那就是 e 的 ix 次方。
View/Hide Original English

And that is e to the ix.

它通过将这些旋转沿着 X 轴展开来创建一个螺旋。
View/Hide Original English

It creates a spiral by essentially spreading out these rotations all along the X-axis.

如果你看螺旋的实部,它是一个余弦波。
View/Hide Original English

If you look at the real part of the spiral, it's a cosine wave.

如果你看虚部,它是一个正弦波。
View/Hide Original English

And if you look at the imaginary part, it's a sine wave.

描述波的两个典型函数都包含在 e 的 ix 次方中。
View/Hide Original English

The two quintessential functions that describe waves are both contained in e to the ix.

所以当薛定谔写下波动方程时,他自然假设他的方程的解会看起来像 e 的 ix 次方,特别是 e 的 i(kx - ωt) 次方。
View/Hide Original English

So when Schrodinger goes to write down a wave equation, he naturally assumes that the solutions to his equation will look something like e to the ix, specifically e to the ikx minus omega t.

你可能会想为什么他会使用这种形式而不是简单的正弦波,但指数函数有一些有用的性质。
View/Hide Original English

You might wonder why he would use that formulation and not just a simple sine wave, but the exponential has some useful properties.

如果你对位置或时间求导,那个导数与原始函数本身成比例。
View/Hide Original English

If you take the derivative with respect to position or time, that derivative is proportional to the original function itself.

如果你使用正弦函数,其导数是余弦,则情况并非如此。
View/Hide Original English

And that's not true if you use the sine function whose derivative is cosine.

此外,由于薛定谔方程是线性的,你可以将任意数量的这种形式的解相加,创建任何你喜欢的波形,它也将是薛定谔方程的解。
View/Hide Original English

Plus, since the Schrodinger equation is linear, you can add together an arbitrary number of solutions of this form, creating any sort of wave shape you like, and it too, will be a solution to Schrodinger's equation.

物理学家**弗里曼·戴森**(Freeman Dyson)后来写道:“薛定谔将负一的平方根放入方程中,突然间它变得有意义了。突然间它变成了一个波动方程,而不是一个热传导方程。薛定谔欣喜地发现,这个方程的解对应于原子**玻尔模型**(Bohr model: 描述原子结构的一种早期量子力学模型)中的量子化轨道。”
View/Hide Original English

The physicist Freeman Dyson later writes, "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 Schrodinger found to his delight that the equation has solutions corresponding to the quantized orbits in the Bohr model of the atom.

事实证明,薛定谔方程正确地描述了我们所知道的关于原子行为的一切。
View/Hide Original English

It turns out that the Schrodinger equation describes correctly everything we know about the behavior of atoms.

它是所有化学和大部分物理学的基础。
View/Hide Original English

It is the basis of all of chemistry and most of physics.

而那个负一的平方根意味着自然界是用**复数**而不是实数来运作的。
View/Hide Original English

And that square root of minus one means that nature works with complex numbers and not with real numbers.

这一发现对薛定谔以及其他人来说都是一个完全的惊喜。
View/Hide Original English

This discovery came as a complete surprise, to Schrodinger as well as to everybody else."

结论:抽象数学的深层真理

因此,虚数作为解决三次方程过程中的一个奇特中间步骤被发现,结果证明它们是描述现实的基础。

View/Hide Original English

So imaginary numbers discovered as a quirky, intermediate step on the way to solving the cubic turn out to be fundamental to our description of reality.

只有放弃数学与现实的联系,它才能引导我们发现宇宙运作方式的更深层真理。
View/Hide Original English

Only by giving up maths connection to reality could it guide us to a deeper truth about the way the universe works.

说实话,在制作这个视频的过程中我学到了很多,因为我真的不得不深入探讨一些我本已熟悉的概念。
View/Hide Original English

Not gonna lie, I learned a ton while making this video, because I really had to engage with some ideas that I was already familiar with.

这正是本视频赞助商 Brilliant 所做的事情。
View/Hide Original English

And that is exactly what happens with Brilliant, the sponsor of this video.

Brilliant 是一个网站和应用程序,它教授你各种 STEM 概念,从几何到量子力学。
View/Hide Original English

Brilliant is a website and app that teaches you all kinds of STEM concepts, from geometry to quantum mechanics.

你通过实践来学习。
View/Hide Original English

And you learn by doing.

他们利用互动性将你的理解提升到新的水平。
View/Hide Original English

They use interactivity to bring your understanding to the next level.

喜欢微积分吗?
View/Hide Original English

Like calculus?

没问题。
View/Hide Original English

No problem.

当你亲自学习材料并进行可视化操作时,会更有趣。
View/Hide Original English

It's way more fun when you work through the material yourself and get to manipulate it visually.

看看这些旋转曲面,清晰地展示了如何使用积分来求体积。
View/Hide Original English

Check out these Surfaces of Revolution, a clear demonstration of how you can use an integral to find volume.

这些问题经过精心策划,难度会随着你的学习而增加。
View/Hide Original English

The problems are carefully curated to increase in difficulty as you go.

如果你遇到困难,总会有有用的提示。
View/Hide Original English

And if you get stuck, there is always a helpful hint.

如果这个视频激发了你对**复数**的兴趣,他们有一个关于这个主题的精彩课程,从**曼德尔布罗特集合**(Mandelbrot Set: 一个在复平面上形成的分形集合)到**欧拉公式**(Euler's Formula: 数学中连接指数函数和三角函数的公式,e^(ix) = cos(x) + i sin(x))。
View/Hide Original English

If this video has whetted your appetite for complex numbers, they have an awesome course on that subject from the Mandelbrot set to Euler's formula.

对于本频道的观众,Brilliant 为前 200 名注册者提供年度订阅 20% 的折扣。
View/Hide Original English

And for viewers of this channel, Brilliant is offering 20% off an annual subscription to the first 200 people to sign up.

只需访问 brilliant.org/veritasium。
View/Hide Original English

Just go to brilliant.org/veritasium.

我会在描述中留下这个链接。
View/Hide Original English

I will put that link down in the description.

所以我要感谢 Brilliant 对 Veritasium 的支持,也要感谢你的观看。
View/Hide Original English

So I wanna thank Brilliant for supporting Veritasium and I wanna thank you for watching.

📌 文中提及的人物和组织