Lagrange Points and Polynomial Equations: Part 5

This series was motivated by a terrific article that I read in the American Mathematical Monthly about Lagrange points, which are (from Wikipedia) “points of equilibrium for small-mass objects under the gravitational influence of two massive orbiting bodies.” There are five such points in the Sun-Earth system, called L_1, L_2, L_3, L_4, and L_5.

The article points out a delicious historical factoid: Lagrange had a slight careless mistake in his derivation!

From the article:

Equation (d) would be just the tool to use to determine where to locate the JWST [James Webb Space Telescope, which is now in orbit about L_2], except for one thing: Lagrange got it wrong!… Do you see it? His algebra in converting 1 - \displaystyle \frac{1}{(m-1)^3} to common denominator form is incorrect… Fortunately, at some point in the two-and-a-half centuries between Lagrange’s work and the launch of JWST, this error has been recognized and corrected. 

This little historical anecdote illustrates that, despite our best efforts, even the best of us are susceptible to careless mistakes. The simplification should have been

q' = \displaystyle \left[ 1 - \frac{1}{(m-1)^3} \right] \cdot \frac{1}{r^3}

= \displaystyle \frac{(m-1)^3 - 1}{(m-1)^3} \cdot \frac{1}{r^3}

= \displaystyle \frac{m^3 - 3m^2 + 3m - 1 - 1}{(m-1)^3} \cdot \frac{1}{r^3}

= \displaystyle \frac{m^3 - 3m^2 + 3m - 2}{(m-1)^3} \cdot \frac{1}{r^3}.

(Parenthetically, The article also notes a clear but unintended typesetting error, as the correct but smudged exponent of 3 in the first equation became an incorrect exponent of 2 in the second.)

Lagrange Points and Polynomial Equations: Part 4

From Wikipedia, Lagrange points are points of equilibrium for small-mass objects under the gravitational influence of two massive orbiting bodies. There are five such points in the Sun-Earth system, called L_1, L_2, L_3, L_4, and L_5.

The stable equilibrium points L_4 and L_5 are easiest to explain: they are the corners of equilateral triangles in the plane of Earth’s orbit. The points L_1 and L_2 are also equilibrium points, but they are unstable. Nevertheless, they have practical applications for spaceflight.

As we’ve seen, the positions of L_1 and L_2 can be found by numerically solving the fifth-order polynomial equations

t^5 - (3-\mu) t^4 + (3-2\mu)t^3 - \mu t^2 + 2\mu t - \mu = 0

and

t^5 + (3-\mu) t^4 + (3-2\mu)t^3 - \mu t^2 - 2\mu t - \mu = 0,

respectively. In these equations, \mu = \displaystyle \frac{m_2}{m_1+m_2} where m_1 is the mass of the Sun and m_2 is the mass of Earth. Also, t is the distance from the Earth to L_1 or L_2 measured as a proportion of the distance from the Sun to Earth.

We’ve also seen that, for the Sun and Earth, mu \approx 3.00346 \times 10^{-6}, and numerically solving the above quintics yields t \approx 0.000997 for L_1 and t \approx 0.01004 for L_2. In other words, L_1 and L_2 are approximately the same distance from Earth but in opposite directions.

There’s a good reason why the positive real roots of these two similar quintics are almost equal. We know that t will be a lot closer to 0 than 1 because, for gravity to balance, the Lagrange points have to be a lot closer to Earth than the Sun. For this reason, the terms \mu t^2 and 2\mu t will be a lot smaller than \mu, and so those two terms can be safely ignored in a first-order approximation. Also, the terms t^5 and (3-\mu)t^4 will be a lot smaller than (3-2\mu)t^3, and so those two terms can also be safely ignored in a first-order approximation. Furthermore, since \mu is also close to 0, the coefficient (3-2\mu) can be safely replaced by just 3.

Consequently, the solution of both quintic equations should be close to the solution of the cubic equation

3t^3  - \mu = 0,

which is straightforward to solve:

3t^3 = \mu

t^3 = \displaystyle \frac{\mu}{3}

t = \displaystyle \sqrt[3]{ \frac{\mu}{3} }.

If \mu = 3.00346 \times 10^{-6}, we obtain t \approx 0.010004, which is indeed reasonably close to the actual solutions for L_1 and L_2. Indeed, this may be used as the first approximation in Newton’s method to quickly numerically evaluate the actual solutions of the two quintic polynomials.

Lagrange Points and Polynomial Equations: Part 3

From Wikipedia, Lagrange points are points of equilibrium for small-mass objects under the gravitational influence of two massive orbiting bodies. There are five such points in the Sun-Earth system, called L_1, L_2, L_3, L_4, and L_5.

The stable equilibrium points L_4 and L_5 are easiest to explain: they are the corners of equilateral triangles in the plane of Earth’s orbit. The points L_1 and L_2 are also equilibrium points, but they are unstable. Nevertheless, they have practical applications for spaceflight.

The position of L_2 can be found by numerically solving the fifth-order polynomial equation

(m_1+m_2)t^5+(3m_1+2m_2)t^4+(3m_1+m_2)t^3

-(m_2+3m_3)t^2-(2m_2+3m_3)t-(m_2+m_3)=0.

In this equation, m_1 is the mass of the Sun, m_2 is the mass of Earth, m_3 is the mass of the spacecraft, and t is the distance from the Earth to L_2 measured as a proportion of the distance from the Sun to Earth. In other words, if the distance from the Sun to Earth is 1 unit, then the distance from the Earth to L_2 is t units. The above equation is derived using principles from physics which are not elaborated upon here.

We notice that the coefficients of t^5, t^4, and t^3 are all positive, while the coefficients of t^2, t, and the constant term are all negative. Therefore, since there is only one change in sign, this equation has only one positive real root by Descartes’ Rule of Signs.

Since m_3 is orders of magnitude smaller than both m_1 and m_2, this may safely approximated by

(m_1+m_2)t^5+(3m_1+2m_2)t^4+(3m_1+m_2)t^3 - m_2 t^2- 2m_2 t-m_2=0.

This new equation can be rewritten as

t^5 + \displaystyle \frac{3m_1 + 2m_2}{m_1 + m_2} t^4 + \frac{3m_1+m_2}{m_1+m_2} t^3 - \frac{m_2}{m_1+m_2} t^2 - \frac{2m_2}{m_1+m_2} t- \frac{m_2}{m_1+m_2} = 0.

If we define

\mu = \displaystyle \frac{m_2}{m_1+m_2},

we see that

\displaystyle \frac{3m_1 + 2m_2}{m_1 + m_2} = \frac{3m_1 + 3m_2}{m_1 + m_2} - \frac{m_2}{m_1 + m_2} = 3 - \mu

and

\displaystyle \frac{3m_1 + m_2}{m_1 + m_2} = \frac{3m_1 + 3m_2}{m_1 + m_2} - \frac{2m_2}{m_1 + m_2} = 3 - 2\mu,

so that the equation may be written as

t^5 + (3-\mu) t^4 + (3-2\mu) - \mu t^2 - 2\mu t - \mu = 0,

matching the equation found at Wikipedia.

For the Sun and Earth, m_1 \approx 1.9885 \times 10^{30} ~ \hbox{kg} and m_2 \approx 5.9724 \times 10^{24} ~ \hbox{kg}, so that

mu = \displaystyle \frac{5.9724 \times 10^{24}}{1.9885 \times 10^{30} + 5.9724 \times 10^{24}} \approx 3.00346 \times 10^{-6}.

This yields a quintic equation that is hopeless to solve using standard techniques from Precalculus, but the root can be found graphically by seeing where the function crosses the x-axis (or, in this case, the t-axis):

As it turns out, the root is t \approx 0.01004, so that L_2 is located 1.004\% of the distance from the Earth to the Sun in the direction away from the Sun.

Lagrange Points and Polynomial Equations: Part 2

From Wikipedia, Lagrange points are points of equilibrium for small-mass objects under the gravitational influence of two massive orbiting bodies. There are five such points in the Sun-Earth system, called L_1, L_2, L_3, L_4, and L_5.

The stable equilibrium points L_4 and L_5 are easiest to explain: they are the corners of equilateral triangles in the plane of Earth’s orbit. The points L_1 and L_2 are also equilibrium points, but they are unstable. Nevertheless, they have practical applications for spaceflight.

We begin with L_1, whose position can be found by numerically solving the fifth-order polynomial equation

(m_1+m_3)x^5+(3m_1+2m_3)x^4+(3m_1+m_3)x^3

-(3m_2+m_3)x^2-(3m_2+m_3)x-(m_2+m_3)=0.

In this equation, m_1 is the mass of the Sun, m_2 is the mass of Earth, m_3 is the mass of the spacecraft, and x is the distance from the Earth to L_1 measured as a proportion of the distance from the Sun to L_1. In other words, if the distance from the Sun to L_1 is 1 unit, then the distance from the Earth to L_1 is x units. The above equation is derived using principles from physics which are not elaborated upon here.

We notice that the coefficients of x^5, x^4, and x^3 are all positive, while the coefficients of x^2, x, and the constant term are all negative. Therefore, since there is only one change in sign, this equation has only one positive real root by Descartes’ Rule of Signs.

Since m_3 is orders of magnitude smaller than both m_1 and m_2, this may safely approximated by

m_1 x^5 + 3m_1 x^4 + 3m_1 x^3 - 3m_2 x^2 - 3m_2x - m_2=0.

Unfortunately, the unit x is not as natural for Earth-bound observers as t, the proportion of the distance of L_1 to Earth as a proportion of the distance from the Sun to Earth. Since L_1 is between the Sun and Earth, the distance from the Sun to Earth is x+1 units, so that t = x/(x+1). We then solve for x in terms of t (just like finding an inverse function):

t = \displaystyle \frac{x}{x+1}

t(x+1) = x

tx + t = x

t = x - tx

t= x(1-t)

\displaystyle \frac{t}{1-t} = x.

Substituting into the above equation, we find an equation for t:

\displaystyle \frac{m_1t^5}{(1-t)^5}  + \frac{3m_1t^4}{(1-t)^4} + \frac{3m_1t^3}{(1-t)^3} - \frac{3m_2t^2}{(1-t)^2} -  \frac{3m_2t}{1-t} - m_2=0

m_1t^5  + 3m_1t^4(1-t) + 3m_1t^3(1-t)^2 - 3m_2t^2(1-t)^3 -  3m_2t(1-t)^4 - m_2(1-t)^5=0

Expanding, we find

m_1 t^5 + 3m_1 (t^4 - t^5) + 3m_1 (t^3-2t^4+t^5) - 3m_2 (t^2-3t^3+3t^4-t^5)

-3m_2(t - 4t^2 + 6t^3 - 4t^4 + t^5) - m_2(1 - 5t + 10t^2 - 10 t^3 + 5t^4 + t^5) = 0

Collecting like terms, we find

(m_1 - 3m_1 + 3m_1 + 3m_2 - 3m_2 + m_2)t^5 + (3m_1-6m_1-9m_2+12m_2-5m_2)t^4

+ (3m_1+9m_2-18m_2+10m_2)t^3 + (-3m_2+12m_2-10m_2) t^2

+ (-3m_2+5m_2)t - m_2 = 0,

or

(m_1+m_2) t^5 - (3m_1 +2m_2) t^4 + (3m_1 + m_2) t^3 - m_2 t^2 + 2m_2 t- m_2 = 0.

Again, this equation has only one positive real root since the original quintic in x only had one positive real root. This new equation can be rewritten as

t^5 - \displaystyle \frac{3m_1 + 2m_2}{m_1 + m_2} t^4 + \frac{3m_1+m_2}{m_1+m_2} t^3 - \frac{m_2}{m_1+m_2} t^2 + \frac{2m_2}{m_1+m_2} t- \frac{m_2}{m_1+m_2} = 0.

If we define

\mu = \displaystyle \frac{m_2}{m_1+m_2},

we see that

\displaystyle \frac{3m_1 + 2m_2}{m_1 + m_2} = \frac{3m_1 + 3m_2}{m_1 + m_2} - \frac{m_2}{m_1 + m_2} = 3 - \mu

and

\displaystyle \frac{3m_1 + m_2}{m_1 + m_2} = \frac{3m_1 + 3m_2}{m_1 + m_2} - \frac{2m_2}{m_1 + m_2} = 3 - 2\mu,

so that the equation may be written as

t^5 + (\mu-3) t^4 + (3-2\mu) - \mu t^2 + 2\mu t - \mu = 0,

matching the equation found at Wikipedia.

For the Sun and Earth, m_1 \approx 1.9885 \times 10^{30} ~ \hbox{kg} and m_2 \approx 5.9724 \times 10^{24} ~ \hbox{kg}, so that

\mu = \displaystyle \frac{5.9724 \times 10^{24}}{1.9885 \times 10^{30} + 5.9724 \times 10^{24}} \approx 3.00346 \times 10^{-6}.

This yields a quintic equation that is hopeless to solve using standard techniques from Precalculus, but the root can be found graphically by seeing where the function crosses the x-axis (or, in this case, the t-axis):

As it turns out, the root is t \approx 0.00997, so that L_1 is located 0.997\% of the distance from the Earth to the Sun in the direction of the Sun.

Lagrange Points and Polynomial Equations: Part 1

I recently read a terrific article in the American Mathematical Monthly about Lagrange points, which are (from Wikipedia) “points of equilibrium for small-mass objects under the gravitational influence of two massive orbiting bodies.” There are five such points in the Sun-Earth system, called L_1, L_2, L_3, L_4, and L_5.

To describe these Lagrange points, I can do no better than the estimable Isaac Asimov. I quote from his essay “Colonizing the Heavens” from his book The Beginning and the End, which was published in 1977. I read the book over and over again as a boy in the mid-1980s. (Asimov’s essay originally concerned the Earth-Moon system; in the quote below, I changed the words to apply to the Sun-Earth system.)

Imagine the Sun at zenith, exactly overhead. Trace a line due eastward from the Sun down to the horizon. Two-thirds of the way along that line, one-third of the way up from the horizon, is one of those places. Trace another line westward away from the Sun down to the horizon. Two-thirds of the way along that line, one-third of the way up from the horizon, is another of those places.

Put an object in either place and it will form an equilateral triangle with the Sun and Earth…

What is so special about those places? Back in 1772, the astronomer Joseph Louis Lagrange showed that in those places any object remained stationary with respect to the Sun. As the Earth moved about the Sun, any object in either of those places would also move about the Sun in such a way as to keep perfect step with the Earth. The competing gravities of the Sun and Earth would keep it where it was. If anything happened to push it out of place it would promptly move back, wobbling back and forth a bit (“librating”) as it did so. The two places are called “Lagrangian points” or “libration points.”

Lagrange discovered five such places altogether, but three of them are of no importance since they don’t represent stable conditions. An object in those three places, once pushed out of place, would continue to drift outward and would never return.

The last paragraph of the above quote represents a rare failure of imagination by Asimov, who wrote prolifically about the future of spaceflight. Points L_4 and L_5 are indeed stable equilibria, and untold science fiction stories have placed spacecraft or colonies at these locations. (The rest of Asimov’s essay speculates about using these points in the Earth-Moon system for space colonization.) However, while the points L_1 and L_2 are unstable equilibria, they do have practical applications for spacecraft that can perform minor course corrections to stay in position. (The point L_3 is especially unstable to outside gravitational influences and thus seems unsuitable for spacecraft.) Again from Wikipedia,

Sun–Earth L1 is suited for making observations of the Sun–Earth system. Objects here are never shadowed by Earth or the Moon and, if observing Earth, always view the sunlit hemisphere… Solar and heliospheric missions currently located around L1 include the Solar and Heliospheric Observatory, Wind, Aditya-L1 Mission and the Advanced Composition Explorer. Planned missions include the Interstellar Mapping and Acceleration Probe(IMAP) and the NEO Surveyor.

Sun–Earth L2 is a good spot for space-based observatories. Because an object around L2 will maintain the same relative position with respect to the Sun and Earth, shielding and calibration are much simpler… The James Webb Space Telescope was positioned in a halo orbit about L2 on January 24, 2022.

Earth–Moon L1 allows comparatively easy access to Lunar and Earth orbits with minimal change in velocity and this has as an advantage to position a habitable space station intended to help transport cargo and personnel to the Moon and back. The SMART-1 Mission passed through the L1 Lagrangian Point on 11 November 2004 and passed into the area dominated by the Moon’s gravitational influence.

Earth–Moon L2 has been used for a communications satellite covering the Moon’s far side, for example, Queqiao, launched in 2018, and would be “an ideal location” for a propellant depot as part of the proposed depot-based space transportation architecture.

While the locations L_4 and L_5 are easy to describe, the precise locations of L_1 and L_2 are found by numerically solving a fifth-order polynomial equation. This was news to me when I read that article from the American Mathematical Monthly. While I had read years ago that finding the positions of the other three Lagrange points wasn’t simple, I did not realize that it was no more complicated that numerically finding the roots of a polynomial.

The above article from the American Mathematical Monthly concludes…

[t]he mathematical tools that Lagrange uses to arrive at a solution to this three-body problem lie entirely within the scope of modern courses in algebra, trigonometry, and first-semester calculus. But surely no ordinary person could have pursued the many extraordinarily complicated threads in his work to their ends, let alone woven them together into a magnificent solution to the problem as he has done. Lagrange noted in the introduction to his essay, “This research is really no more than for pure curiosity …” If only he could have watched on Christmas Day as the James Webb Space Telescope began its journey to the Lagrange point L_2!

In this short series, we discuss the polynomial equations for finding L_1 and L_2.

Predicate Logic and Popular Culture: Index

I’m doing something that I should have done a long time ago: collecting a series of posts into one single post. The following links comprised my series on using examples from popular culture to illustrate principles of predicate logic. My experiences teaching these ideas to my discrete mathematics students led to my recent publication (John Quintanilla, “Name That Tune: Teaching Predicate Logic with Popular Culture,” MAA Focus, Vol. 36, No. 4, pp. 27-28, August/September 2016).

Unlike other series that I’ve made, this series didn’t have a natural chronological order. So I’ll list these by concept illustrated from popular logic. The vast majority of these examples were suggested by my students.

green lineLogical and \land:

  • Part 1: “You Belong To Me,” by Taylor Swift
  • Part 21: “Do You Hear What I Hear,” covered by Whitney Houston
  • Part 31: The Godfather (1972)
  • Part 45: The Blues Brothers (1980)
  • Part 53: “What Does The Fox Say,” by Ylvis
  • Part 54: “Billie Jean,” by Michael Jackson
  • Part 98: “Call Me Maybe,” by Carly Rae Jepsen.
  • Part 137: “Pen Pineapple Apple Pen,” by Pikotaro.
  • Part 142: “Galway Girl,” by Ed Sheeran.
  • Part 183: A memorable line from Avengers: Age of Ultron.
  • Part 184: A memorable line from Star Wars Episode I: The Phantom Menace.
  • Part 197: “That’s Life,” by Frank Sinatra.
  • Part 209: A line from The Office.
  • Part 242: A line from The Fellowship of the Ring.
  • Part 249: “We Didn’t Start the Fire,” by Billy Joel.
  • Part 252: A line from The Two Towers.
  • Part 253: “I’m Gonna Miss Her,” by Brad Paisley.
  • Part 261: A line from Spiderman 2.

Logical or \lor:

  • Part 1: Shawshank Redemption (1994)

Logical negation \lnot:

  • Part 1: Richard Nixon
  • Part 32: “Satisfaction!”, by the Rolling Stones
  • Part 39: “We Are Never Ever Getting Back Together,” by Taylor Swift
  • Part 129: “Blue Ain’t Your Color,” by Keith Urban.
  • Part 143: “Ain’t Worth The Whiskey,” by Cole Swindell.
  • Part 247: A line from The Fellowship of the Ring.

Logical implication \Rightarrow:

  • Part 1: Field of Dreams (1989), and also “Roam,” by the B-52s
  • Part 2: “Word Crimes,” by Weird Al Yankovic
  • Part 7: “I’ll Be There For You,” by The Rembrandts (Theme Song from Friends)
  • Part 43: “Kiss,” by Prince
  • Part 50: “I’m Still A Guy,” by Brad Paisley
  • Part 76: “You’re Never Fully Dressed Without A Smile,” from Annie.
  • Part 109: “Dancing in the Dark,” by Bruce Springsteen.
  • Part 122: “Keep Yourself Alive,” by Queen.
  • Part 140: “It Don’t Mean A Thing If It Ain’t Got That Swing,” by Ella Fitzgerald.
  • Part 174: A famous line from Rocky IV.
  • Part 176: A famous line from Game of Thrones.
  • Part 185: A line from Westworld.
  • Part 188: A line from Talladega Nights.
  • Part 195: “If We Were a Movie,” from the Hannah Montana series.
  • Part 207: A line from Name of the Wind, by Patrick Rothfuss.
  • Part 222: A line from The Notebook.
  • Part 234: “Battle Symphony,” by Linkin Park.
  • Part 235: A line from Suits.
  • Part 259: “Out There,” from “The Hunchback of Notre Dame.”
  • Part 269: “Dear Theodosia,” from Hamilton.

For all \forall:

  • Part 3: Casablanca (1942)
  • Part 4: A Streetcar Named Desire (1951)
  • Part 34: “California Girls,” by The Beach Boys
  • Part 37: Fellowship of the Ring, by J. R. R. Tolkien
  • Part 49: “Buy Me A Boat,” by Chris Janson
  • Part 57: “Let It Go,” by Idina Menzel and from Frozen (2013)
  • Part 65: “Stars and Stripes Forever,” by John Philip Sousa.
  • Part 68: “Love Yourself,” by Justin Bieber.
  • Part 69: “I Will Always Love You,” by Dolly Parton (covered by Whitney Houston).
  • Part 74: “Faithfully,” by Journey.
  • Part 79: “We’re Not Gonna Take It Anymore,” by Twisted Sister.
  • Part 87: “Hungry Heart,” by Bruce Springsteen.
  • Part 99: “It’s the End of the World,” by R.E.M.
  • Part 100: “Hold the Line,” by Toto.
  • Part 101: “Break My Stride,” by Matthew Wilder.
  • Part 102: “Try Everything,” by Shakira.
  • Part 108: “BO$$,” by Fifth Harmony.
  • Part 113: “Sweet Caroline,” by Neil Diamond.
  • Part 114: “You Know Nothing, Jon Snow,” from Game of Thrones.
  • Part 118: “The Lazy Song,” by Bruno Mars.
  • Part 120: “Cold,” by Crossfade.
  • Part 123: “Always on My Mind,” by Willie Nelson.
  • Part 127: Motif from Hamilton.
  • Part 131: Abraham Lincoln’s Second Inaugural Address.
  • Part 132: A famous line from The Fellowship of the Ring.
  • Part 133: A famous line from Braveheart.
  • Part 136: “I Don’t Wanna Live Forever,” by ZAYN and Taylor Swift.
  • Part 138: “Bohemian Rhapsody,” by Queen.
  • Part 144: “The Anchor,” by Bastille.
  • Part 146: A line from the video game series “Fallout”
  • Part 147: “Nobody’s Perfect,” from the Hannah Montana series.
  • Part 150: “Roar,” by Katy Perry.
  • Part 167: “Look What You Made Me Do,” by Taylor Swift.
  • Part 180: “Bohemian Rhapsody,” by Queen.
  • Part 181: “We Don’t Talk Anymore,” by Charlie Puth and Selena Gomez.
  • Part 189: “Tengo Muchas Alas / I Have Many Wings,” by Mana.
  • Part 190: “Eastside,” by Benny Blanco, Halsey, and Khalid.
  • Part 191: “I’m a Mess,” by Bebe Rexha.
  • Part 193: “Forever and Ever, Amen,” by Randy Travis.
  • Part 202: “Everything Is Awesome!!!,” from The Lego Movie.
  • Part 204: “She’s Always A Woman,” by Billy Joel.
  • Part 208: A line by Naruto in Masashi Kishimoto’s anime.
  • Part 211: “Everyone Lies To Me,” by Knuckle Puck.
  • Part 214: “Aeroplane,” by Björk.
  • Part 216: “Hound Dog,” by Elvis Presley.
  • Part 227: One Fish, Two Fish, Red Fish, Blue Fish, by Dr. Seuss.
  • Part 230: “Be Alright,” by Dean Lewis.
  • Part 231: “Everyone Wants To Be A Cat,” from The Aristocats.
  • Part 232: “Behind Blue Eyes,” by Limp Bizkit.
  • Part 236: A line from Dirty Dancing.
  • Part 243: “Better,” by Khalid.
  • Part 246: “Unfaithful,” by Rihanna.
  • Part 260: A line from Ratatouille.
  • Part 263: A line from Shakespeare’s As You Like It.
  • Part 264: “Bet On It,” from High School Musical 2.
  • Part 271: A line from Pirates of the Caribbean: The Curse of the Black Pearl.
  • Part 273: “Gaston,” from Beauty and the Beast.

For all and implication:

  • Part 8 and Part 9: “What Makes You Beautiful,” by One Direction
  • Part 13: “Safety Dance,” by Men Without Hats
  • Part 16: The Fellowship of the Ring, by J. R. R. Tolkien
  • Part 24 : “The Chipmunk Song,” by The Chipmunks
  • Part 55: The Quiet Man (1952)
  • Part 62: “All My Exes Live In Texas,” by George Strait.
  • Part 70: “Wannabe,” by the Spice Girls.
  • Part 72: “You Shook Me All Night Long,” by AC/DC.
  • Part 81: “Ascot Gavotte,” from My Fair Lady
  • Part 82: “Sharp Dressed Man,” by ZZ Top.
  • Part 86: “I Could Have Danced All Night,” from My Fair Lady.
  • Part 95: “Every Breath You Take,” by The Police.
  • Part 96: “Only the Lonely,” by Roy Orbison.
  • Part 97: “I Still Haven’t Found What I’m Looking For,” by U2.
  • Part 105: “Every Rose Has Its Thorn,” by Poison.
  • Part 107: “Party in the U.S.A.,” by Miley Cyrus.
  • Part 112: “Winners Aren’t Losers,” by Donald J. Trump and Jimmy Kimmel.
  • Part 115: “Every Time We Touch,” by Cascada.
  • Part 117: “Stronger,” by Kelly Clarkson.
  • Part 125: “Do Wot You Do,” by INXS.
  • Part 130: “Think of You,” by Chris Young and Cassadee Pope.
  • Part 135: “Can’t Feel My Face,” by The Weeknd.
  • Part 145: A line from Black Dynamite.
  • Part 152: “You Haven’t Done Nothin’,” by Stevie Wonder.
  • Part 155: “All The Lazy Boyfriends,” by They Might Be Giants.
  • Part 165: A famous quote by Eleanor Roosevelt.
  • Part 166: “Perfect,” by Ed Sheeran.
  • Part 172: “Twas the Night Before Christmas,” by Clement Clarke Moore.
  • Part 182: “How Far I’ll Go,” from Moana.
  • Part 192: A line from the videogame “Overwatch.”
  • Part 194: A line from the Dragon Ball franchise.
  • Part 196: “ME!,” by Taylor Swift.
  • Part 200: A line from the 1990s Spider-Man cartoons.
  • Part 201: “It’s Quiet Uptown,” from Hamilton.
  • Part 205: “Three Little Birds,” by Bob Marley.
  • Part 206: “Mudfootball,” by Jack Johnson.
  • Part 210: “On My Way,” by Alan Walker, Sabrina Carpenter, and Farruko.
  • Part 215: “Aging Rockers,” by Tim Hawkins.
  • Part 218: “Happy Together,” by The Turtles.
  • Part 223: “Too Deep to Turn Back,” by Daniel Caesar.
  • Part 224: “Nothing Gold Can Stay,” by Robert Frost.
  • Part 225: “He Stopped Loving Her Today,” by George Jones.
  • Part 229: A line from Mean Girls.
  • Part 233: “Emperor’s New Clothes,” by Panic! At The Disco.
  • Part 240: “For Those About To Rock (We Salute You),” by AC/DC.
  • Part 244: A famous line from Spiderman.
  • Part 248: The poem “All That Is Gold Does Not Glitter,” from The Fellowship of the Ring.
  • Part 251: “Survey Ladies,” from Animaniacs.
  • Part 265: “Every Time You Go Away,” by Paul Young.
  • Part 268: “Sweet Dreams,” by Eurhymics.
  • Part 270: A line from the anime “Naruto Shippuden.”
  • Part 272: “Be Our Guest,” from Beauty and the Beast.
  • Part 274: “He Stopped Loving Her Today,” by George Jones.

There exists \exists:

  • Part 10: “Unanswered Prayers,” by Garth Brooks
  • Part 15: “Stand by Your Man,” by Tammy Wynette (also from The Blues Brothers)
  • Part 36: Hamlet, by William Shakespeare
  • Part 57: “Let It Go,” by Idina Menzel and from Frozen (2013)
  • Part 93: “There’s No Business Like Show Business,” from Annie Get Your Gun (1946).
  • Part 94: “Not While I’m Around,” from Sweeney Todd (1979).
  • Part 104: “Wild Blue Yonder” (US Air Force)
  • Part 106: “No One,” by Alicia Keys.
  • Part 116: “Ocean Front Property,” by George Strait.
  • Part 139: “Someone in the Crowd,” from La La Land.
  • Part 149: “Someone Like You,” by Adele.
  • Part 151: “E-MO-TION,” by Carly Rae Jepsen.
  • Part 154: “I Wanna Dance With Somebody,” by Whitney Houston.
  • Part 162: “Think of You,” by Chris Young and Cassadee Pope.
  • Part 168: “Sorry,” by Halsey.
  • Part 175: “Someday We’ll Be Together,” by Diana Ross and the Supremes.
  • Part 177: “Try Everything,” by Shakira.
  • Part 186: “Someday,” by Nickelback.
  • Part 226: “The Wizard and I,” from Wicked.
  • Part 238: A line from the video game “Among Us.”
  • Part 250: “Ain’t No Mountain High Enough,” by Marvin Gaye.

Existence and uniqueness:

  • Part 14: “Girls Just Want To Have Fun,” by Cyndi Lauper
  • Part 20: “All I Want for Christmas Is You,” by Mariah Carey
  • Part 23: “All I Want for Christmas Is My Two Front Teeth,” covered by The Chipmunks
  • Part 29: “You’re The One That I Want,” from Grease
  • Part 30: “Only You,” by The Platters
  • Part 35: “Hound Dog,” by Elvis Presley
  • Part 73: “Dust In The Wind,” by Kansas.
  • Part 75: “Happy Together,” by The Turtles.
  • Part 77: “All She Wants To Do Is Dance,” by Don Henley.
  • Part 90: “All You Need Is Love,” by The Beatles.
  • Part 169: “Marry Me,” by Thomas Rhett.
  • Part 179: A line from “Harry Potter and the Sorcerer’s Stone.”
  • Part 245: An advertising line for Gibson guitars.
  • Part 258: “Nobody Knows,” by Kevin Sharp.
  • Part 262: “Dust in the Wind,” by Kansas.

DeMorgan’s Laws:

  • Part 5: “Never Gonna Give You Up,” by Rick Astley
  • Part 28: “We’re Breaking Free,” from High School Musical (2006)
  • Part 255: A line from “The Nightmare Before Christmas.”
  • Part 257: A line from “The Wizard of Oz.”

Simple nested predicates:

  • Part 6: “Everybody Loves Somebody Sometime,” by Dean Martin
  • Part 25: “Every Valley Shall Be Exalted,” from Handel’s Messiah
  • Part 33: “Heartache Tonight,” by The Eagles
  • Part 38: “Everybody Needs Somebody To Love,” by Wilson Pickett and covered in The Blues Brothers (1980)
  • Part 46: “Mean,” by Taylor Swift
  • Part 56: “Turn! Turn! Turn!” by The Byrds
  • Part 63: P. T. Barnum.
  • Part 64: Abraham Lincoln.
  • Part 66: “Somewhere,” from West Side Story.
  • Part 71: “Hold On,” by Wilson Philips.
  • Part 80: Liverpool FC.
  • Part 84: “If You Leave,” by OMD.
  • Part 103: “The Caisson Song” (US Army).
  • Part 111: “Always Something There To Remind Me,” by Naked Eyes.
  • Part 121: “All the Right Moves,” by OneRepublic.
  • Part 126: Motif from Hamilton.
  • Part 157: “Whenever, Wherever,” by Shakira.
  • Part 158: “Church Bells,” by Carrie Underwood.
  • Part 163: A famous line from The Princess Bride.
  • Part 170: “Everywhere,” by Tim McGraw.
  • Part 173: “If I Ain’t Got You,” by Alicia Keys.
  • Part 187: “Always Something There To Remind Me,” by Naked Eyes.
  • Part 198: “All Star,” by Smash Mouth.
  • Part 203: “Lean On Me,” by Bill Withers.
  • Part 217: A line in the video game Valorant.
  • Part 219: “Señorita,” by Shawn Mendes and Camila Cabello.
  • Part 220: “How to Love,” by Cash Cash.
  • Part 221: A line from Monk.
  • Part 237: A line from Psycho.
  • Part 254: “You Can’t Always Get What You Want,” by the Rolling Stones.
  • Part 256: “Irgendwie, Irgendwo, Irgendwann” by Nena.
  • Part 266: “Kokomo,” by the Beach Boys.

Maximum or minimum of a function:

  • Part 12: “For the First Time in Forever,” by Kristen Bell and Idina Menzel and from Frozen (2013)
  • Part 19: “Tennessee Christmas,” by Amy Grant
  • Part 22: “The Most Wonderful Time of the Year,” by Andy Williams
  • Part 48: “I Got The Boy,” by Jana Kramer
  • Part 60: “I Loved Her First,” by Heartland
  • Part 92: “Anything You Can Do,” from Annie Get Your Gun.
  • Part 119: “Uptown Girl,” by Billy Joel.
  • Part 124: “All I Want To Do Is Be With You,” from High School Musical 3.
  • Part 160: “God, Your Mama, and Me,” by Florida Georgia Line and the Backstreet Boys.
  • Part 178: “Ex Factor,” by Lauryn Hill.

Somewhat complicated examples:

  • Part 11 : “Friends in Low Places,” by Garth Brooks
  • Part 27 : “There is a Castle on a Cloud,” from Les Miserables
  • Part 41: Winston Churchill
  • Part 44: Casablanca (1942)
  • Part 51: “Everybody Wants to Rule the World,” by Tears For Fears
  • Part 58: “Fifteen,” by Taylor Swift
  • Part 59: “We Are Never Ever Getting Back Together,” by Taylor Swift
  • Part 61: “Style,” by Taylor Swift
  • Part 67: “When I Think Of You,” by Janet Jackson.
  • Part 78: “Nothing’s Gonna Stop Us Now,” by Starship.
  • Part 89: “No One Is Alone,” from Into The Woods.
  • Part 110: “Everybody Loves My Baby,” by Louis Armstrong.
  • Part 134: A famous line from Braveheart.
  • Part 141: “How Far I’ll Go,” from Moana.
  • Part 148: “The Climb,” by Miley Cyrus.
  • Part 153: “I Can’t Tell You Why,” by The Eagles.
  • Part 161: “For What It’s Worth,” by Buffalo Springfield.
  • Part 164: “When The Sun Goes Down,” by Kenny Chesney.
  • Part 199: “Never Say Never,” by Justin Bieber.
  • Part 213: “Sign of the Times,” by Harry Styles.
  • Part 241: “Dreams,” by Fleetwood Mac.
  • Part 267: A line from The Hound of the Baskervilles.

Fairly complicated examples:

  • Part 17 : Richard Nixon
  • Part 47: “Homegrown,” by Zac Brown Band
  • Part 52: “If Ever You’re In My Arms Again,” by Peabo Bryson
  • Part 83: “Something Good,” from The Sound of Music.
  • Part 85: “Joy To The World,” by Three Dog Night.
  • Part 88: “Like A Rolling Stone,” by Bob Dylan.
  • Part 91: “Into the Fire,” from The Scarlet Pimpernel.
  • Part 128: “A Puzzlement,” from The King and I.
  • Part 156: “Everybody Loves a Lover,” by Doris Day.
  • Part 159: “Fastest Girl in Town,” by Miranda Lambert.
  • Part 171: “Everybody’s Got Somebody But Me,” by Hunter Hayes.

Really complicated examples:

  • Part 18: “Sleigh Ride,” covered by Pentatonix
  • Part 26: “All the Gold in California,” by the Gatlin Brothers
  • Part 40: “One of These Things Is Not Like the Others,” from Sesame Street
  • Part 42: “Take It Easy,” by The Eagles

Mathematical Allusions in Shantaram (Part 4)

I recently finished the novel Shantaram, by Gregory David Roberts. As I’m not a professional book reviewer, let me instead quote from the Amazon review:

Crime and punishment, passion and loyalty, betrayal and redemption are only a few of the ingredients in Shantaram, a massive, over-the-top, mostly autobiographical novel. Shantaram is the name given Mr. Lindsay, or Linbaba, the larger-than-life hero. It means “man of God’s peace,” which is what the Indian people know of Lin. What they do not know is that prior to his arrival in Bombay he escaped from an Australian prison where he had begun serving a 19-year sentence. He served two years and leaped over the wall. He was imprisoned for a string of armed robberies performed to support his heroin addiction, which started when his marriage fell apart and he lost custody of his daughter. All of that is enough for several lifetimes, but for Greg Roberts, that’s only the beginning.

He arrives in Bombay with little money, an assumed name, false papers, an untellable past, and no plans for the future. Fortunately, he meets Prabaker right away, a sweet, smiling man who is a street guide. He takes to Lin immediately, eventually introducing him to his home village, where they end up living for six months. When they return to Bombay, they take up residence in a sprawling illegal slum of 25,000 people and Linbaba becomes the resident “doctor.” With a prison knowledge of first aid and whatever medicines he can cadge from doing trades with the local Mafia, he sets up a practice and is regarded as heaven-sent by these poor people who have nothing but illness, rat bites, dysentery, and anemia. He also meets Karla, an enigmatic Swiss-American woman, with whom he falls in love. Theirs is a complicated relationship, and Karla’s connections are murky from the outset.

While it was a cracking good read, what struck me particularly were the surprising mathematical allusions that the author used throughout the novel. In this mini-series, I’d like to explore the ones that I found.

In this fourth and final installment, the narrator has a lengthy conversation with his mentor (a mafia don) about his mentor’s philosophy of life.

[The mafia don said,] “I will use the analogy of the way we measure length, because it is very relevant to our time. You will agree, I think, that there is a need to define a common measure of length, yes?”

“You mean, in yards and metres, and like that?”

“Precisely. If we have no commonly agreed criterion for measuring length, we will never agree about how much land is yours, and how much is mine, or how to cut lengths of wood when we build a house. There would be chaos. We would fight over the land, and the houses would fall down. Throughout history, we have always tried to agree on a common way to measure length. Are you with me, once more, on this little journey of the mind?”

“I’m still with you,” I replied, laughing, and wondering where the mafia don’s argument was taking me.

“Well, after the revolution in France, the scientists and government officials decided to put some sense into the system of measuring and weighing things. They introduced a decimal system based on a unit of length that they called the metre, from the Greek word metron, which has the meaning of a measure.”

“Okay…”

“And the first way they decided to measure the length of a metre was to make it one ten-millionth of the distance between the equator and the North Pole. But their calculations were based on the idea that the Earth was a perfect sphere, and the Earth, as we now know, is not a perfect sphere. They had to abandon that way of measuring a metre, and they decided, instead, to call it the distance between two very fine lines on a bar of platinum-iridium alloy.”

“Platinum…”

“Iridium. Yes. But platinum-iridium alloy bars decay and shrink, very slowly — even though they are very hard — and the unit of measure was constantly changing. In more recent times, scientists realised that the platinum-iridium bar they had been using as a measure would be a very different size in, say, a thousand years, than it is today.”

“And… that was a problem?”

“Not for the building of houses and bridges,” [the mafia don] said, taking my point more seriously than I’d intended it to be.

“But not nearly accurate enough for the scientists,” I offered, more soberly.

“No. They wanted an unchanging criterion again which to measure all other things. And after a few other attempts, using different techniques, the international standard for a metre was fixed, only last year, as the distance that a photon of light travels in a vacuum during, roughly, one three-hundred-thousandth of a second. Now, of course, this begs the question of how it came to be that a second is agreed upon as a measure of time. It is an equally fascinating story — I can tell it to you, if you would like, before we continue with the point about the metre?”

“I’m… happy to stay with the metre right now,” I demurred, laughing again in spite of myself.

“Very well. I think that you can see my point here — we avoid chaos, in building houses and dividing land and so forth, by having an agreed standard for the measure of a unit of length. We call it a metre and, after many attempts, we decide upon a way to establish the length of that basic unit.”

Shantaram, Chapter 23

After this back-and-forth, the mafia don then described how his philosophy of life can be likened to the need to redefine a basic unit, like the meter, based on our ability to make more accurate measurements with the passage of time.

For the purposes of this blog post, I won’t go into the worldview of a fictional mafia don, but I will discuss the history of the meter, which is accurately described in the above conversation. The definition of the meter has indeed changed over the years with our ability to measure things more accurately.

Initially, in the aftermath of the French revolution, the meter was defined so that the distance between the North Pole and the equator along the longitude through Paris would be exactly 10,000 kilometers. (Since that distance is a quarter-circle, the circumference of the Earth is approximately 40,000 kilometers.)

Later, in 1889, the meter was defined as the length of a certain prototype made of platinum and iridium.

In 1960, the meter was redefined in terms of the wavelength of a certain type of radiation from the krypton-86 atom.

In 1983, the meter was redefined so that the speed of light would be exactly 299,792,458 meters per second. (Incidentally, after 1967, a second was defined to be 9,192,631,770 periods of the radiation corresponding to the transition between the two hyperfine levels of the ground state of the cesium 133 atom.) Regarding the novel, the above conversation happened in 1984, one year after the meter’s new definition.

These definitions of the meter and second were reiterated in the latest standards, which were released in 2018. This latest revision finally defined the kilogram without the need of a physical prototype.

Mathematical Allusions in Shantaram (Part 3)

I recently finished the novel Shantaram, by Gregory David Roberts. As I’m not a professional book reviewer, let me instead quote from the Amazon review:

Crime and punishment, passion and loyalty, betrayal and redemption are only a few of the ingredients in Shantaram, a massive, over-the-top, mostly autobiographical novel. Shantaram is the name given Mr. Lindsay, or Linbaba, the larger-than-life hero. It means “man of God’s peace,” which is what the Indian people know of Lin. What they do not know is that prior to his arrival in Bombay he escaped from an Australian prison where he had begun serving a 19-year sentence. He served two years and leaped over the wall. He was imprisoned for a string of armed robberies performed to support his heroin addiction, which started when his marriage fell apart and he lost custody of his daughter. All of that is enough for several lifetimes, but for Greg Roberts, that’s only the beginning.

He arrives in Bombay with little money, an assumed name, false papers, an untellable past, and no plans for the future. Fortunately, he meets Prabaker right away, a sweet, smiling man who is a street guide. He takes to Lin immediately, eventually introducing him to his home village, where they end up living for six months. When they return to Bombay, they take up residence in a sprawling illegal slum of 25,000 people and Linbaba becomes the resident “doctor.” With a prison knowledge of first aid and whatever medicines he can cadge from doing trades with the local Mafia, he sets up a practice and is regarded as heaven-sent by these poor people who have nothing but illness, rat bites, dysentery, and anemia. He also meets Karla, an enigmatic Swiss-American woman, with whom he falls in love. Theirs is a complicated relationship, and Karla’s connections are murky from the outset.

While it was a cracking good read, what struck me particularly were the surprising mathematical allusions that the author used throughout the novel. In this mini-series, I’d like to explore the ones that I found.

In this third installment, the narrator a sudden realization that he had.

I put all of my focus on the beating of my heart, trying by force of will to slow its too-rapid pace. It worked, after a time. I closed around a single, still thought. That thought was of [a mafia don], and the formula he’d made me repeat so often: “The wrong thing, for the right reasons.” And I knew, as I repeated the words in the fearing dark, that the fight with [another mafia don], the war, the struggle for power, was always the same, everywhere, and it was always wrong.

[My mafia don], no less than [other mafia dons] and all the rest of them, were pretending that their little kingdoms made them kings; that their power struggles made them powerful. And they didn’t. They couldn’t. I saw that then so clearly that it was like understanding a mathematical theorem for the first time. The only kingdom that makes any man a king is the kingdom of his own soul. The only power that has any real meaning is the power to better the world. And only men like [my noble friends, not in the mafia] were such kings and had such power.

Shantaram, Chapter 41

The author’s choice of language is music to my ears: “I saw that then so clearly that it was like understanding a mathematical theorem for the first time.” There have been many, many times throughout my education and career that I struggled to understand some theorem. But the moment that I figured it out, I couldn’t believe what had taken me so long to finally get it. That’s the type of epiphany that the author seems to be describing.

I again quote at length from Richard P. Feynman, who did a far better job of explaining the emotions of such a sudden realization after being stuck in a rut than I ever could:

Then I had another thought: Physics disgusts me a little bit now, but I used to enjoy doing physics. Why did I enjoy it? I used to play with it. I used to do whatever I felt like doing–it didn’t have to do with whether it was important for the development of nuclear physics, but whether it was interesting and amusing for me to play with. When I was in high school, I’d see water running out of a faucet growing narrower, and wonder if I could figure out what determines that curve. I found it was rather easy to do. I didn’t have to do it; it wasn’t important for the future of science; somebody else had already done it. That didn’t make any difference: I’d invent things and play with things for my own entertainment.

So I got this new attitude. Now that I am burned out and I’ll never accomplish anything, I’ve got this nice position at the university teaching classes which I rather enjoy, and just like I read the Arabian Nights for pleasure, I’m going to play with physics, whenever I want to, without worrying about any importance whatsoever.

Within a week I was in the cafeteria and some guy, fooling around, throws a plate in the air. As the plate went up in the air I saw it wobble, and I noticed the red medallion of Cornell on the plate going around. It was pretty obvious to me that the medallion went around faster than the wobbling.

I had nothing to do, so I start to figure out the motion of the rotating plate. I discover that when the angle is very slight, the medallion rotates twice as fast as the wobble rate–two to one. It came out of a complicated equation! Then I thought, “Is there some way I can see in a more fundamental way, by looking at the forces or the dynamics, why it’s two to one?”

I don’t remember how I did it, but I ultimately worked out what the motion of the mass particles is, and how all the accelerations balance to make it come out two to one.

I still remember going to Hans Bethe and saying, “Hey, Hans! I noticed something interesting. Here the plate goes around so, and the reason it’s two to one is . . .” and I showed him the accelerations.

He says, “Feynman, that’s pretty interesting, but what’s the importance of it? Why are you doing it?”

“Hah!” I say. “There’s no importance whatsoever. I’m just doing it for the fun of it.” His reaction didn’t discourage me; I had made up my mind I was going to enjoy physics and do whatever I liked.

I went on to work out equations of wobbles. Then I thought about how electron orbits start to move in relativity. Then there’s the Dirac Equation in electrodynamics. And then quantum electrodynamics. And before I knew it (it was a very short time) I was “playing”–working, really — with the same old problem that I loved so much, that I had stopped working on when I went to Los Alamos: my thesis-type problems; all those old-fashioned, wonderful things.

It was effortless. It was easy to play with these things. It was like uncorking a bottle: Everything flowed out effortlessly. I almost tried to resist it! There was no importance to what I was doing, but ultimately there was. The diagrams and the whole business that I got the Nobel Prize for came from that piddling around with the wobbling plate.

Richard P. Feynman, “The Dignified Professor,” from Surely You’re Joking, Mr. Feynman!

Mathematical Allusions in Shantaram (Part 2)

I recently finished the novel Shantaram, by Gregory David Roberts. As I’m not a professional book reviewer, let me instead quote from the Amazon review:

Crime and punishment, passion and loyalty, betrayal and redemption are only a few of the ingredients in Shantaram, a massive, over-the-top, mostly autobiographical novel. Shantaram is the name given Mr. Lindsay, or Linbaba, the larger-than-life hero. It means “man of God’s peace,” which is what the Indian people know of Lin. What they do not know is that prior to his arrival in Bombay he escaped from an Australian prison where he had begun serving a 19-year sentence. He served two years and leaped over the wall. He was imprisoned for a string of armed robberies performed to support his heroin addiction, which started when his marriage fell apart and he lost custody of his daughter. All of that is enough for several lifetimes, but for Greg Roberts, that’s only the beginning.

He arrives in Bombay with little money, an assumed name, false papers, an untellable past, and no plans for the future. Fortunately, he meets Prabaker right away, a sweet, smiling man who is a street guide. He takes to Lin immediately, eventually introducing him to his home village, where they end up living for six months. When they return to Bombay, they take up residence in a sprawling illegal slum of 25,000 people and Linbaba becomes the resident “doctor.” With a prison knowledge of first aid and whatever medicines he can cadge from doing trades with the local Mafia, he sets up a practice and is regarded as heaven-sent by these poor people who have nothing but illness, rat bites, dysentery, and anemia. He also meets Karla, an enigmatic Swiss-American woman, with whom he falls in love. Theirs is a complicated relationship, and Karla’s connections are murky from the outset.

While it was a cracking good read, what struck me particularly were the surprising mathematical allusions that the author used throughout the novel. In this mini-series, I’d like to explore the ones that I found.

In this second installment, the narrator describes a conversation with a new acquaintance.

“My father was a teacher of chemistry and mathematics… My father was a stubborn man — it is a kind of stubbornness that permits one to become a mathematician, isn’t it? Perhaps mathematics is itself a kind of stubbornness, do you think?”

“Maybe,” I replied, smiling. “I never thought about it that way, but maybe you’re right.”

Shantaram, Chapter 26

When I think of stubbornness, I think of the determination of a marathon runner to push through fatigue to keep running hour after hour to complete all 26.2 miles of the course. I don’t usually think of a mathematician.

Nevertheless, the author certainly hit on something with this allusion. Mathematicians certainly need a healthy dose of stubbornness when staring a conjecture and trying to figure out its proof; it’s normal for that frustration to last for weeks, months, or even years. That said, I wouldn’t say that this is unique to mathematicians — researchers in just about any field of study need to be persistent to discover something that nobody else has figure out before.

Nobel Prize laureate Richard P. Feynman had a couple of vivid descriptions about the frustration of getting stuck on a research project and the stubbornness that was necessary to break out of that rut.

I don’t believe I can really do without teaching. The reason is, I have to have something so that when I don’t have any ideas and I’m not getting anywhere I can say to myself, “At least I’m living; at least I’m doing something; I’m making some contribution”–it’s just psychological.

When I was at Princeton in the 1940s I could see what happened to those great minds at the Institute for Advanced Study, who had been specially selected for their tremendous brains and were now given this opportunity to sit in this lovely house by the woods there, with no classes to teach, with no obligations whatsoever. These poor bastards could now sit and think clearly all by themselves, OK? So they don’t get any ideas for a while: They have every opportunity to do something, and they’re not getting any ideas. I believe that in a situation like this a kind of guilt or depression worms inside of you, and you begin to worry about not getting any ideas. And nothing happens. Still no ideas come.

Nothing happens because there’s not enough real activity and challenge: You’re not in contact with the experimental guys. You don’t have to think how to answer questions from the students. Nothing!

In any thinking process there are moments when everything is going good and you’ve got wonderful ideas. Teaching is an interruption, and so it’s the greatest pain in the neck in the world. And then there are the longer periods of time when not much is coming to you. You’re not getting any ideas, and if you’re doing nothing at all, it drives you nuts! You can’t even say “I’m teaching my class.”

Richard P. Feynman, “The Dignified Professor,” from Surely You’re Joking, Mr. Feynman!

Also from Feynman:

The problem was to find the right laws of beta decay. There appeared to be two particles, which were called a tan and a theta. They seemed to have almost exactly the same mass, but one disintegrated into two pions, and the other into three pions. Not only did they seem to have the same mass, but they also had the same lifetime, which is a funny coincidence. So everybody was concerned about this…

At that particular time I was not really quite up to things: I was always a little behind. Everybody seemed to be smart, and I didn’t feel I was keeping up…

Anyway, the discovery of parity law violation was made, experimentally, by Wu, and this opened up a whole bunch of new possibilities for beta decay theory, It also unleashed a whole host of experiments immediately after that. Some showed electrons coming out of the nuclei spun to the left, and some to the right, and there were all kinds of experiments, all kinds of interesting discoveries about parity. But the data were so confusing that nobody could put things together.

At one point there was a meeting in Rochester–the yearly Rochester Conference. I was still always behind, and Lee was giving his paper on the violation of parity. He and Yang had come to the conclusion that parity was violated, and flow he was giving the theory for it.

During the conference I was staying with my sister in Syracuse. I brought the paper home and said to her, “I can’t understand these things that Lee and Yang are saying. It’s all so complicated.”

“No,” she said, “what you mean is not that you can’t understand it, but that you didn’t invent it. You didn’t figure it out your own way, from hearing the clue. What you should do is imagine you’re a student again, and take this paper upstairs, read every line of it, and check the equations. Then you’ll understand it very easily.”

I took her advice, and checked through the whole thing, and found it to be very obvious and simple. I had been afraid to read it, thinking it was too difficult.

Richard P. Feynman, “The 7 Percent Solution,” from Surely You’re Joking, Mr. Feynman!