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arXiv:2502.16048 · Frontiers in Quantum Science and Technology

Statistical contextual explanation of quantum paradoxes

Marian Kupczyński

Published May 1, 2025• 1 citation
arXivHTMLPDF

Abstract

This year we celebrate 100 years of quantum mechanics (QM). Incorrect interpretations of QM and incorrect mental models of the invisible details of quantum phenomena lead to paradoxes. To explain these, we advocate the statistical contextual interpretation (SCI) of quantum mechanics. State vectors (wave functions) and various operators are purely mathematical entities that permit quantitative probabilistic predictions. “State vector” describes an ensemble of identically prepared physical systems, and a specific “operator” represents a class of equivalent measurements of a physical observable. A collapse of wavefunction is not a mysterious and instantaneous physical process; a collapsed quantum state describes a new ensemble of physical systems prepared in a particular way. A value of a physical observable, such as a spin projection, associated with a pure quantum ensemble is a characteristic of this ensemble created by its interaction with measuring instruments. Probabilities are objective properties of random experiments in which empirical frequencies stabilize. Following Einstein, SCI rejects the claim that QM provides a complete description of individual physical systems, but it remains agnostic about whether a more detailed subquantum description can be found or is necessary. In conformity with Bohr contextuality, SCI rejects Bell-local and Bell-causal hidden variable models. Nevertheless, by incorporating into a probabilistic model contextual hidden variable measuring instruments, long distance quantum correlations studied in Bell tests can be explained without evoking quantum nonlocality or retro-causality. SCI allows the explanation of several quantum phenomena without evoking quantum magic. SCI does not claim to provide a complete description of quantum phenomena; in fact, it is unknown whether quantum probabilities even provide a complete description of existing experimental data. Time series of experimental data may contain much more information than is obtained using empirical frequencies and histograms. Therefore, predictable completeness of QM must be tested and not taken for granted.

DOI
10.3389/frqst.2025.1569496

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This year we celebrate 100 years of quantum mechanics (QM). Incorrect interpretations of QM and incorrect mental models of the invisible details of quantum phenomena lead to paradoxes. To explain these, we advocate the statistical contextual interpretation (SCI) of quantum mechanics. State vectors (wave functions) and various operators are purely mathematical entities that permit quantitative probabilistic predictions. “State vector” describes an ensemble of identically prepared physical systems, and a specific “operator” represents a class of equivalent measurements of a physical observable. A collapse of wavefunction is not a mysterious and instantaneous physical process; a collapsed quantum state describes a new ensemble of physical systems prepared in a particular way. A value of a physical observable, such as a spin projection, associated with a pure quantum ensemble is a characteristic of this ensemble created by its interaction with measuring instruments. Probabilities are objective properties of random experiments in which empirical frequencies stabilize. Following Einstein, SCI rejects the claim that QM provides a complete description of individual physical systems, but it remains agnostic about whether a more detailed subquantum description can be found or is necessary. In conformity with Bohr contextuality, SCI rejects Bell-local and Bell-causal hidden variable models. Nevertheless, by incorporating into a probabilistic model contextual hidden variable measuring instruments, long distance quantum correlations studied in Bell tests can be explained without evoking quantum nonlocality or retro-causality. SCI allows the explanation of several quantum phenomena without evoking quantum magic. SCI does not claim to provide a complete description of quantum phenomena; in fact, it is unknown whether quantum probabilities even provide a complete description of existing experimental data. Time series of experimental data may contain much more information than is obtained using empirical frequencies and histograms. Therefore, predictable completeness of QM must be tested and not taken for granted.
Abstract Quantum mechanics (QM) has led to spectacular technological developments, including the discovery of new constituents of matter and new materials: however, there is still no consensus regarding its interpretation and limitations. Some scientists and scientific writers promote some exotic interpretations and evoke quantum magic. In this paper we point out that magical explanations mean the end of the science. Magical explanations are misleading and counterproductive. We explain how a simple probabilistic local causal model is able to reproduce quantum correlations in Bell tests. We also discuss the difficulties of mathematical modeling of the physical reality and dangers of incorrect mental images. We examine in detail when and how a probabilistic model may completely describe a random experiment. We give some arguments in favor of the contextual statistical interpretation of QM. We conclude that we still do not know whether quantum theory provides a complete description of physical phenomena and we explain how it may be tested. We also point out, that there remain several open questions and challenges in QM, in quantum field theory and in the Standard Model. Moreover, there is still no consensus about how to reconcile quantum theory with general relativity and cosmology.
It is a scientific truism nowadays that quantum mechanical predictions are of statistical or rather of probabilistic nature: a quantum theory assigns a probability distribution to each measurable quantity (observable) of a physical system prepared according to a given preparation prescription (state). Such sets of probability distributions represent the most general quantitative predictions of physical theories. The aim of this study is to determine all theoretical frameworks which yield such a kind of output taking the probabilistic nature of quantitative physical predictions as initial hypothesis. Astonishingly, this project succeeds with a minimal number of additional assumptions, which arise quite naturally in the course of the analysis, and which essentially amount to regularity conditions. The result is that there exist only two classes of physical theories providing quantitative probabilistic predictions: classical theories where observables are represented by real functions over a phase space and states are represented by probability measures upon the phase space, and quantum theories where observables are represented by selfadjoint operators acting on a complex Hilbert space and states are represented by state operators. On empirical grounds, classical theories cannot provide the all-encompassing, fundamental frame for the mathematical description of physical systems. Quantum theories remain, and there is no more complete formal frame for quantitative physical theories. As an additional result, it is shown that there exist physical systems which possess a quantum mechanical but no classical description; a prominent example is the spin system of two spin-1/2 particles. The classical hidden variables model, which J. Bell relates to this system in order to prove his theorem, cannot be a true description of it because no such classical model exists, and Bell's theorem loses its foundation.
The dominance of the Copenhagen interpretation is the result of a historical accident (Cushing, 1994). At the Solvay conference in 1927, Louis de Broglie put forward the deterministic pilot wave theory, described later. Never slow to criticize, Pauli jumped up and demolished de Broglie’s proposal, and de Broglie was so discouraged by this that he did not develop his interpretation any further. The Copenhagen interpretation was then developed by Bohr, Heisenberg, Pauli and many others, as described in the previous chapter. It was strongly supported by von Neumann’s proof of the impossibility of hidden variables. Years later, in 1952, Bohm published a deterministic hidden variable theory, showing that there must be something wrong with von Neumann’s proof. The error was found by John Bell in 1966, as described in the last chapter, and he also showed how Pauli’s objections to de Broglie’s original idea can be answered. If this had been done at the conference in 1927, quantum mechanics could have been interpreted deterministically from the beginning. The essential mistake in the Copenhagen interpretation is to treat it as a complete account of the behaviour of each individual system. It is frequently claimed that it enables us to calculate, at least in principle, everything that can be measured. Thus Hooft (1997, p. 11) said that ‘The laws of quantum mechanics have been formulated very accurately. We know exactly how to compute anything we would like to know.’ Also Peierls (1997, p. 25) has said that quantum mechanics ‘had become a complete and consistent scheme capable of giving a unique answer to any questions relating to actual or possible observations’. Even if this were true, it would not imply that it is the final complete theory, for it is always possible that some new phenomenon might be found that cannot be calculated quantum-mechanically. However, it is not true: there are many phenomena such as the time of decay of a radioactive nucleus, or the direction a particle is scattered by a nucleus, that cannot be calculated, even in principle. Quantum mechanics is therefore an incomplete theory. We can only calculate the statistical properties of these systems, such as the half-life of a radioactive decay or the differential scattering cross-section that gives the probabilities that a particle is scattered through various angles. All measurements of quantum systems are of this statistical character. It might be thought that the possibility of making measurements on a single electron provides an exception to this. However, even in such cases the electron is continually bathed in a fluctuating background radiation from nearby atoms. Since this is variable, that electron is a member of an ensemble of electrons subject to different fluctuations. All these examples clearly demonstrate the statistical character of quantum mechanics. ‘I am rather firmly convinced’, Einstein (in Schilpp, 1949, pp. 666, 671) remarked, ‘that the essentially statistical character of contemporary quantum theory is solely to be ascribed to fact that this theory operates with an incomplete description of physical systems’. As a result, ‘the c-function is to be understood as the description not of a single system but of an ensemble of systems’. So, ‘if the statistical quantum theory does not pretend to describe the individual system completely, it appears unavoidable to look elsewhere for a complete description of the individual systems’. Thus ‘the difficulties of theoretical interpretation disappear, if one views the quantum-mechanical description as a description of an ensemble of systems’. If this is achieved, ‘the statistical theory would, within the framework of future physics, take an approximately analogous position to statistical mechanics within the framework of classical mechanics’. ‘Thus, essentially, nothing has changed since Galileo or Newton or Faraday concerning the status of the ‘‘observer’’ or our ‘‘consciousness’’ or of our ‘‘information’’ in physics’ (Popper, 1982, p. 46). Once this is accepted, the quantum paradoxes that plagued the Copenhagen interpretation are easily resolved, as described below. In any textbook of quantum mechanics problems such as the calculation of the energy levels of the hydrogen atom are solved as if that hydrogen atom is alone in the universe. As Feynman (1972) remarked, ‘when we solve a quantum-mechanical problem, what we really do is to divide the universe into two parts – the system in which we are interested and the rest of the universe. We then usually act as if the system in which we are interested comprised the whole universe.’ In fact, however, every hydrogen atom on which measurements are made is surrounded by other atoms and exposed to their radiations. Quantum mechanics somehow takes this into account and gives the average behaviour of an ensemble of hydrogen atoms. A more detailed theory takes these influences into account. One attempt to do this is stochastic electrodynamics, described in a later section.
The origin and basis of the notion of quantum contextuality is identified in the Copenhagen approach to quantum mechanics, where context is automatically invoked by its requirement that the experimental arrangement involved in any measurements or set of measurements be taken into account while, in general, the outcome of a measurement may depend on other measurements immediately preceding or jointly performed on the same system. For Bohr, the specification of the experimental situation of any measurement is essential to its significance in light of complementarity and the omnipresence of the quantum of action in physics; for Heisenberg, the incompatibility of pairs of sharp measurements belonging to different situations coheres with both the completeness of the quantum state as an objective physical description and the principle of indeterminacy. Here, context in the Copenhagen approach is taken to be the equivalence class of experimental arrangements corresponding to a set of compatible measurements of quantum observables in standard quantum mechanics; the associated form of contextuality in quantum mechanics arises via the non-commutativity in general of sharp observables, proven by von Neumann, that can appear, providing different contexts. This notion is related to theoretical situations explored later by Bell, by Kochen and Specker, and by others in relation to the classification of hidden-variables theories and elsewhere in physics. This article is part of the theme issue ‘Contextuality and probability in quantum mechanics and beyond’.
Eighty years ago Einstein, Podolsky and Rosen demonstrated that instantaneous reduction of wave function, believed to describe completely a pair of entangled physical systems, led to EPR paradox. The paradox disappears in statistical interpretation of quantum mechanics (QM) according to which a wave function describes only an ensemble of identically prepared physical systems. QM predicts strong correlations between outcomes of measurements performed on different members of EPR pairs in far-away locations. Searching for an intuitive explanation of these correlations John Bell analysed so called local realistic hidden variable models and proved that correlations consistent with these models satisfy Bell inequalities which are violated by some predictions of QM and by experimental data. Several different local models were constructed and inequalities proven. Some eminent physicists concluded that Nature is definitely nonlocal and that it is acting according to a law of nonlocal randomness. According to these law perfectly random, but strongly correlated events, can be produced at the same time in far away locations and a local and causal explanation of their occurrence cannot be given. We strongly disagree with this conclusion and we prove the contrary by analysing in detail some influential finite sample proofs of Bell and CHSH inequalities and so called Quantum Randi Challenges. We also show how one can win so called Bell's game without violating locality of Nature. Nonlocal randomness is inconsistent with local quantum field theory, with standard model in elementary particle physics and with causal laws and adaptive dynamics prevailing in the surrounding us world. The experimental violation of Bell-type inequalities does not prove the nonlocality of Nature but it only confirms a contextual character of quantum observables and gives a strong argument against counterfactual definiteness and against a point of view according to which experimental outcomes are produced in irreducible random way.
Quantum states are the key mathematical objects in quantum theory. It is therefore surprising that physicists have been unable to agree on what a quantum state represents. There are at least two opposing schools of thought, each almost as old as quantum theory itself. One is that a pure state is a physical property of system, much like position and momentum in classical mechanics. Another is that even a pure state has only a statistical significance, akin to a probability distribution in statistical mechanics. Here we show that, given only very mild assumptions, the statistical interpretation of the quantum state is inconsistent with the predictions of quantum theory. This result holds even in the presence of small amounts of experimental noise, and is therefore amenable to experimental test using present or near-future technology. If the predictions of quantum theory are confirmed, such a test would show that distinct quantum states must correspond to physically distinct states of reality.