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THEORIA An International Journal for Theory History and Foundations of Science

Hidden variables and Bell’s theorem: Local or not?

Valia Allori

Published Mar 10, 2024• 2 citations
Publisher

Abstract

Bell’s inequality is an empirical constraint on theories with hidden variables, which Einstein, Podolsky and Rosen argued are needed to explain observed perfect correlations if keeping locality. One way to deal with the empirical violation of Bell’s inequality is by openly embracing nonlocality, in a theory like the pilot-wave theory. Nonetheless, recent proposals have revived the possibility that one can avoid nonlocality by resorting to superdeterministic theories. These are local hidden variables theories which violate statistical independence which is one assumption of Bell’s inequality. In this paper I compare and contrast these two hidden variable strategies: the pilot-wave theory and superdeterminism. I show that even if the former is nonlocal and the other is not, both are contextual. Nonetheless, in contrast with the pilot-wave theory, superdeterminist contextuality makes it impossible to test the theory (which therefore becomes unfalsifiable and unconfirmable) and renders the theory uninformative (measurement results tell us nothing about the system). It is questionable therefore whether a theory with these features is worth its costs.

DOI
10.1387/theoria.24617

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Bell’s inequality is an empirical constraint on theories with hidden variables, which Einstein, Podolsky and Rosen argued are needed to explain observed perfect correlations if keeping locality. One way to deal with the empirical violation of Bell’s inequality is by openly embracing nonlocality, in a theory like the pilot-wave theory. Nonetheless, recent proposals have revived the possibility that one can avoid nonlocality by resorting to superdeterministic theories. These are local hidden variables theories which violate statistical independence which is one assumption of Bell’s inequality. In this paper I compare and contrast these two hidden variable strategies: the pilot-wave theory and superdeterminism. I show that even if the former is nonlocal and the other is not, both are contextual. Nonetheless, in contrast with the pilot-wave theory, superdeterminist contextuality makes it impossible to test the theory (which therefore becomes unfalsifiable and unconfirmable) and renders the theory uninformative (measurement results tell us nothing about the system). It is questionable therefore whether a theory with these features is worth its costs.
Tests of Bell's theorem rule out local hidden variables theories. But any theorem is only as good as the assumptions that go into it, and one of these assumptions is that the experimenter can freely choose the detector settings. Without this assumption, one enters the realm of superdeterministic hidden variables theories and can no longer use Bell's theorem as a criterion. One can like or not like such superdeterministic hidden variables theories and their inevitable nonlocality, the real question is how one can test them. Here, we propose a possible experiment that could reveal superdeterminism.
Abstract Quantum theory has accounted for a wide range of physical effects in systems ranging from microscopic to macroscopic. However, it is associated with various paradoxes—such as the well-known EPR example. Einstein’s suggestion that the theory was incomplete has led to numerous attempts to underpin quantum theory by a hidden variable theory, including the Bell approach. This approach was originally based on certain assumptions: (i) realism (ii) locality and (iii) non-contextuality. In its developed form, the theory involved only probabilities for outcome values of system observables. For systems involving two sub-systems, the hidden variable theory predicted that correlations between measurement outcomes of observable pairs of from different sub-systems would satisfy certain—such as the CHSH Bell inequality. The inequality was inconsistent with quantum theory predictions and with experiment. Hence, the question arose: Which of the three assumptions was invalid? A widely held view is that a non-local theory is needed—another is that hidden variable theory should be contextual. In this article, derivations of the CHSH Bell inequality based on various combinations of locality/non-locality and non-contextuality/contextuality assumptions are outlined, leading to the conclusion that for a hidden variable theory to underpin quantum theory, it must be both non-local and contextual. Non-locality or contextuality alone is insufficient. However, it is also concluded that the realism assumption is questionable. At present an alternative approach of augmenting quantum theory by adding additional features—such as the deterministic trajectories of Bohmian mechanics (also a non-local theory) may be a better route for completeness.
In 1935, Albert Einstein and two colleagues, Boris Podolsky and Nathan Rosen (EPR) developed a thought experiment to demonstrate what they felt was a lack of completeness in quantum mechanics (QM). EPR also postulated the existence of more fundamental theory where physical reality of any system would be completely described by the variables/states of that fundamental theory. This variable is commonly called hidden variable and the theory is called hidden variable theory (HVT). In 1964, John Bell proposed an empirically verifiable criterion to test for the existence of these HVTs. He derived an inequality, which must be satisfied by any theory that fulfill the conditions of locality and reality. He also showed that QM, as it violates this inequality, is incompatible with any local-realistic theory. Later it has been shown that Bell’s inequality (BI) can be derived from different set of assumptions and it also find applications in useful information theoretic protocols. In this review, we will discuss various foundational as well as information theoretic implications of BI. We will also discuss about some restricted nonlocal feature of quantum nonlocality and elaborate the role of Uncertainty principle and Complementarity principle in explaining this feature.
Tests of Bell's theorem rule out local hidden variables theories. But any theorem is only as good as the assumptions that go into it, and one of these assumptions is that the experimenter can freely choose the detector settings. Without this assumption, one enters the realm of superdeterministic hidden variables theories and can no longer use Bell's theorem as a criterion. One can like or not like such superdeterministic hidden variables theories and their inevitable nonlocality, the real question is how one can test them. Here, we propose a possible experiment that could reveal superdeterminism.
Quantum correlations that violate the Bell inequality cannot be explained by any local-hidden-variable theory that is measurement independent. However, this violation merely signifies the incompatibility of the underlying assumptions of reality, locality, and measurement independence, without providing a quantitative measure of the extent to which each assumption is violated. In contrast, Hall introduced a measure for each of the following assumptions: indeterminism, signaling, and measurement dependence, and Hall also generalized the Bell-Clauser-Horne-Shimony-Holt inequality, which provides a quantitative trade-off relationship between these assumptions. In this paper, we consider the introduction of hidden variables to be an essential assumption of Bell's theorem and introduce a quantification of hidden variables, which we term ``hiddenness.'' We derive a trade-off relation between hiddenness and measurement dependence that applies to any local-hidden-variable theory.
In a recent note, Hance and Hossenfelder (arXiv:2211.01331) recall that "locally causal completions of quantum mechanics are possible, if they violate the assumption [called statistical independence or measurement independence] that the hidden variables do not in any way depend on measurement settings" and that, consequently, the experimental violations of Bell inequalities "show that maintaining local causality requires violating statistical independence". However, Hance and Hossenfelder also argue that "we should (...) look for independent experimental evidence that can distinguish the two different options: non-locality and statistical independence, or locality and violations of statistical independence" and that "the unwillingness to consider theories without statistical independence may be the reason we do not yet have a locally causal theory for the foundations of physics that is consistent with general relativity". Here, we recall that there is a third option, namely, rejecting that measurement outcomes are governed in any way by hidden variables. Moreover, we argue that some recent results in the search for principles singling out the sets of quantum correlations for Bell and Kochen-Specker contextuality scenarios point out that this third option is scientifically more plausible and answers the question of why and how nature produces quantum nonlocality.