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arXiv:quant-ph/0402126 · Physical Review A

All quantum observables in a hidden-variable model must commute simultaneously

James D. Malley

Published Feb 27, 2004• 42 citations
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Abstract

Under a standard set of assumptions for a hidden-variable model for quantum events we show that all observables must commute simultaneously. This seems to be an ultimate statement about the inapplicability of the usual hidden-variable model for quantum events. And, despite Bell's complaint that a key condition of von Neumann's was quite unrealistic, we show that these conditions, under which von Neumann produced the first no-go proof, are entirely equivalent to those introduced by Bell and Kochen and Specker. As these conditions are also equivalent to those under which the Bell-Clauster-Horne inequalities are derived, we see that the experimental violations of the inequalities demonstrate only that quantum observables do not commute.

DOI
10.1103/physreva.69.022118

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Comment on “All quantum observables in a hidden-variable model must commute simultaneously”

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Malley discussed [Phys. Rev. A 69, 022118 (2004)] that all quantum observables in a hidden-variable model for quantum events must commute simultaneously. In this comment, we discuss that Malley's theorem is indeed valid for the hidden-variable theoretical assumptions, which were introduced by Kochen and Specker. However, we give an example that the local hidden-variable (LHV) model for quantum events preserves noncommutativity of quantum observables. It turns out that Malley's theorem is not related to the LHV model for quantum events, in general.

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Under a standard set of assumptions for a hidden-variable model for quantum events we show that all observables must commute simultaneously. This seems to be an ultimate statement about the inapplicability of the usual hidden-variable model for quantum events. And, despite Bell's complaint that a key condition of von Neumann's was quite unrealistic, we show that these conditions, under which von Neumann produced the first no-go proof, are entirely equivalent to those introduced by Bell and Kochen and Specker. As these conditions are also equivalent to those under which the Bell-Clauster-Horne inequalities are derived, we see that the experimental violations of the inequalities demonstrate only that quantum observables do not commute.
We provide necessary and sufficient conditions for several observables to have a joint distribution. When applied to the bivalent observables of a quantum correlation experiment, we show that these conditions are equivalent to the Bell inequalities, and also to the existence of deterministic hidden variables. We connect the no-hidden-variables theorem of Kochen and Specker to these conditions for joint distributions. We conclude with a new theorem linking joint distributions and commuting observables, and show how violations of the Bell inequalities correspond to violations of commutativity, as in the theorem.
Malley discussed [Phys. Rev. A 69, 022118 (2004)] that all quantum observables in a hidden-variable model for quantum events must commute simultaneously. In this comment, we discuss that Malley's theorem is indeed valid for the hidden-variable theoretical assumptions, which were introduced by Kochen and Specker. However, we give an example that the local hidden-variable (LHV) model for quantum events preserves noncommutativity of quantum observables. It turns out that Malley's theorem is not related to the LHV model for quantum events, in general.
The impossibility of theories with hidden variables as an alternative and replacement for quantum mechanics was discussed by J. von Neumann in 1932. His proof was criticized as being logically circular, by Grete Hermann soon after, and as fundamentally flawed, by John Bell in 1964. Bell's severe criticism of Neumann's proof and the explicit (counter) example of a hidden variable model for the measurement of a quantum spin are considered by most researchers, though not all, as the definitive demonstration that Neumann's proof is inadequate. Despite being an argument of mathematical physics, an ambiguity of decision remains to this day. I show that Neumann's assumption of the linear additivity of the expectation values, even for incompatible (noncommuting) observables, is a necessary constraint related to the nature of observable physical variables and to the conservation laws. Therefore, any theory should necessarily obey it to qualify as a physically valid theory. Then, obviously, the hidden variable theories with dispersion-free ensembles that violate this assumption are ruled out. I show that it is Bell's counter-example that is fundamentally flawed, being inconsistent with the factual mechanics. Further, it is shown that the local hidden variable theories, for which the Bell's inequalities were derived, are grossly incompatible with the fundamental conservation laws. I identify the intrinsic uncertainty in the action as the reason for the irreducible dispersion, which implies that there are no dispersion-free ensembles at any scale of mechanics. With the unconditional validity of its central assumption shown, Neumann's proof is fully resurrected.
There is a contact problem between classical probability and quantum outcomes. Thus, a standard result from classical probability on the existence of joint distributions ultimately implies that all quantum observables must commute. An essential task here is a closer identification of this conflict based on deriving commutativity from the weakest possible assumptions, and showing that stronger assumptions in some of the existing no-go proofs are unnecessary. An example of an unnecessary assumption in such proofs is an entangled system involving nonlocal observables. Another example involves the Kochen-Specker hidden variable model, features of which are also not needed to derive commutativity. A diagram is provided by which user-selected projectors can be easily assembled into many new, graphical no-go proofs.
A recent proof of Bell's theorem without inequalities [A. Cabello, Phys. Rev. Lett. 86, 1911 (2001)] is formulated as a Greenberger-Horne-Zeilinger-type proof involving just two observers. On one hand, this new approach allows us to derive an experimentally testable Bell inequality which is violated by quantum mechanics. On the other hand, it leads to a new state-independent proof of the Kochen-Specker theorem and provides a wider perspective on the relations between the major proofs of no hidden variables.
Abstract Hidden variables are hypothetical parameters that, if known, would deterministically specify quantum measurement outcomes, aiming to restore determinism and causality typical of classical mechanics. This work provides a modern and pedagogical exposition of John von Neumann’s 1932 proof on the incompatibility of hidden variables with quantum mechanics. We detail his two main conclusions: (1) dispersion-free ensembles (as defined within the framework of hidden variable theories) are incompatible with quantum mechanics; and (2) the quantum state provides a complete description of physical reality. We critically analyze the key assumptions in von Neumann’s proof, highlighting later challenges—particularly John Bell’s critique and the development of contextual hidden-variable theories by Kochen and Specker. This discussion clarifies von Neumann’s historical role as a pioneer in this debate, while showing how modern hidden-variable theories, such as Bohmian mechanics, remain compatible with quantum predictions. Conversion tables are included between this article’s notation and von Neumann’s original book.