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Edit re the close vote: I guess this 1 of those questions whose on-topic-ness depends on the answer. If the answer is no, then well maybe it's off-topic. But if the answer is yes, then I believe it's very on-topic.


More specific version of: Should Euler's formula $e^{ix}=\cos x+i\sin x$ be seen as a definition rather than something to prove?


Euler's formula (...'for complex numbers'?) is simply

$$e^{iz} = \cos(z)+i\sin(z)$$

And 1 way to prove this is using complex Maclaurin series for the complex exponential, sine and cosine.

Now, there's a way to 'prove' the 'theorem' $e^{it} = \cos(t)+i\sin(t)$, which is often said to be 'Euler's formula (...for real numbers?)' without using the original formula above such as by using Maclaurin. And ok fine, I guess you can indeed get the Maclaurin series expansion of $e^z$ by defining $e^z$ simply as the unique solution of $g:\mathbb C \to \mathbb C, g'=g,g(0)=1$ without explicitly getting $e^z = e^x(\cos(y)+i\sin(y))$ then you can just let $z=it$ (i.e. let $(x,y)=(0,t)$).

But...

There's a 'proof' that Wikipedia does, again without using the original formula, 'by differentiation' (proofwiki does this too) where we consider the function $f:\mathbb R \to \mathbb C,f(t) = \frac{\cos(t)+i\sin(t)}{e^{it}}$, where $f$ is indeed well-defined and then show $f$ is identically 1.

Question 1: So what exactly is $h:\mathbb R \to \mathbb C, h(t)=e^{it}$ here assuming $e^z$ is defined simply as the unique solution of $g:\mathbb C \to \mathbb C, g'=g,g(0)=1$?

Goal: I'm asking if this option is strictly speaking sensible. Like those probability textbooks that talk about independence but are actually strictly speaking nonsensical. I wanna make sure there's no imprecision actually. If it's actually nonsensical, then I wanna be sure to specify that the same way I teach probability without measure theory: 'It's nonsensical but just play along.' And then in this case, which parts are nonsensical, and how should they be taught? Like in probability when we teach some nonsensical parts by 'assuming the function is "well-behaved"' or something.

Question 2: Alternatively, is there some textbook that 'proves' Euler's formula for real numbers based on the unique $g$ definition?

Anyhoo, guess for Question 1: It's $h(t)=g(0,t)$. Explicitly:

I think $h(t)=g(0,t)=u(0,t)+iv(0,t)$, where $g(z)=g(x,y)=u(x,y)+iv(x,y)$ is the unique solution to $g:\mathbb C \to \mathbb C, g'=g,g(0)=1$?

And then we can indeed show that

  1. $h$ is nowhere zero? (Probably we can show $g$ is nowhere zero?)

  2. $\frac{d}{dt} h(t) = ih(t)$, i.e. we have both $\frac{d}{dt} u(0,t) = -v(0,t)$ and $\frac{d}{dt} v(0,t) = u(0,t)$? (I think this is what proofwiki assumes too in another proof.)

  3. $-\frac{d}{dt} h(-t) = -ih(-t)$ ?

  4. As for differentiability of $h$, well I guess it follows from differentiability (or at least holomorphicity) of $g$?

Notes:

  1. No need for specifics. I can work it out. I just wanna know if Wikipedia is just doing nonsense or if there's something really possible behind 'proving' the 'formula' from an alternate definition of the complex exponential.

  2. Currently, my thought is that they're doing just some heuristic definition that $e^{(\text{whatever})(x)} = \text{whatever} \ e^{(\text{whatever})(x)}$. But eh maybe there's a rigorous justification that is somehow possible without getting the formula for $e^z$ explicitly.

BCLC
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    As it is, your question is not related to education (so MSE could be a better place?). Are you asking because you're considering different options for introducing Euler's formula in a class? – Michał Miśkiewicz Aug 11 '22 at 10:27
  • @MichałMiśkiewicz Yes. I'm asking if this option is strictly speaking sensible. Like those probability textbooks that talk about independence but are actually nonsensical at a higher level. I wanna make sure there's no imprecision actually. If It's actually nonsensical, then I wanna be sure to specify that the same way I teach probability without measure theory: 'It's nonsensical but just play along.' – BCLC Aug 11 '22 at 10:29
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    Once you declare that $e^z$ is going to be the analytic extension of $e^x$, it is automatically holomorphic and a lot of these issues resolve themselves automatically. e.g. $\frac{d}{dz} f(iz) = i f'(iz)$ and hence your #2 – Adam Aug 11 '22 at 12:25
  • @Adam Thanks 1 - Before I check myself, are you sure those issues resolve WITHOUT the 'formula' $e^z=e^x e^{iy}$ ? 2 - By analytic extension you mean...with the definition of $g: \mathbb C \to \mathbb C$ as the unique solution of $h'=h,h(0)=1$ will be s.t. $g(x,0)=e^x$ ? – BCLC Aug 11 '22 at 12:38
  • @MichałMiśkiewicz Oh right I forgot. I'll edit to include in the post. Thanks. – BCLC Aug 11 '22 at 12:39
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    @BCLC I haven't thought through the general $e^{x+iy}$ formula recently, but you can definitely get Euler's formula. By analytic extension, I mean that if a Taylor series representation exists for a real function, you can make a holomorphic complex function using the same Taylor series with the same convergence radius. If I'm reading your statement correctly, you want to have $e^z$ be the solution to a complex ODE, which should also work. (That, plus the Cauchy-Riemann equations, should also get you #2) – Adam Aug 11 '22 at 14:53
  • @Adam ok thanks! – BCLC Aug 11 '22 at 15:58
  • @Adam Posted something. 1 - Is this rigorous? $v_y|_{y=t}(0,y)=\frac{d}{dt}v(0,t)$ 2 - Also why is $h$ differentiable? – BCLC Aug 11 '22 at 16:51
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    @BCLC Please post to math.stackexchange and I will provide thorough answers to all of your confusions. – Steven Gubkin Aug 11 '22 at 20:11
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    Unfortunately it appears that the original poster will not be permitted to repost this question to math.stackexchange due to their account status; if someone else wants to move the question and possibly repost some answers over there, then someone will have to repost it. The question will stay closed here on matheducators.SE. [For the record, the question was originally closed by a vote of five users; I never unilaterally close questions, but my failed attempt to migrate the question now attributes the close vote only to me.] – Chris Cunningham Aug 16 '22 at 20:14
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    @ChrisCunningham I copied the question and answer here: https://math.stackexchange.com/q/4513719/34287. – Steven Gubkin Aug 17 '22 at 09:26

2 Answers2

1

First develop differential calculus of curves $\mathbb{R} \to \mathbb{C}$. The cool thing is that if you define the derivative in any sensible way, everything works out nicely. For example, if you let $\gamma(t) = u(t) + iv(t)$ for real valued $u$ and $v$, and define $\gamma'(t) = u'(t) + iv'(t)$, then you can prove that all of the usual calculus rules work for derivatives including the product rule (where multiplication of complex numbers is used in the codomain), quotient rule (where division of complex numbers is used in the codomain), etc.

None of this requires you to understand the derivative of a function $\mathbb{C} \to \mathbb{C}$. None of it uses the Cauchy-Riemann equations.

If you were going to try to define $\gamma(t) = e^{it}$ as a function $\gamma: \mathbb{R} \to \mathbb{C}$ it would be reasonable to ask that $\gamma'(t) = ie^{it} = i\gamma(t)$ and that $\gamma(0) = 1$.

The "proof by differentiation" then goes through smoothly.

Let $\gamma: \mathbb{R} \to \mathbb{C}$ be a function with $\gamma'(t) = i\gamma(t)$ and $\gamma(0) = 1$.

Define $C(t) = \frac{\cos(t)+i\sin(t)}{\gamma(t)}$

Then $\begin{align*} C'(t) &= \frac{\gamma(t)(-\sin(t) + i\cos(t)) - \gamma'(t)(\cos(t)+i\sin(t))}{\gamma(t)^2}\\ &= \frac{\gamma(t)(-\sin(t) + i\cos(t)) - i\gamma(t)(\cos(t)+i\sin(t))}{\gamma(t)^2}\\ &= \frac{(-\sin(t) + i\cos(t)) - i(\cos(t)+i\sin(t))}{\gamma(t)}\\ &= 0\\ \end{align*} $

So $C$ is a constant function. Evaluating at $t=0$ shows that $C(t) = 1$, and the result follows.


Edit to reply to BCLC's comment.

The way that this calculus of complex curves interacts with the calculus of holomorphic functions is as follows:

If $\eta: \mathbb{R} \to \mathbb{C}$ is a curve, and $f: \mathbb{C} \to \mathbb{C}$ is a holomorphic function, then $f \circ \eta$ is another curve and the definitions of derivative are compatible according to the chain rule

$$ (f \circ \eta)'(t) = f'(\eta(t))\eta'(t) $$

Here $f'(\eta(t))$ is the complex derivative of $f$ at $\eta(t)$, $\eta'(t)$ is as I defined it, and the product is the product of complex numbers.

Now let $\gamma: \mathbb{R} \to \mathbb{C}$ be the function I defined above (which we proved was equal to $\cos(t) + i\sin(t)$).

Let $\exp: \mathbb{C} \to \mathbb{C}$ be defined by $\exp'(z) = \exp(z)$ and $\exp(0)=1$.

Let $\eta: \mathbb{R} \to \mathbb{C}$ be defined by $\gamma(t) = it$.

I will argue that $\exp(\eta(t)) = \gamma(t)$.

We just need to verify that $\exp(\eta(t))$ satisfies the defining conditions of $\gamma$.

$ \begin{align*} (\exp \circ \eta)'(t) &= \exp'(\eta(t))\eta'(t)\\ &=i\exp(\eta(t)) \end{align*}$

and clearly $\exp(\eta(0)) = \exp(0) = 1$.

So we must have $\exp(\eta(t)) = \gamma(t)$.

So $e^{it} = \cos(t) + i\sin(t)$.

Steven Gubkin
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Ok maybe it's a false alarm. If anyone thinks up any reason for alarm, then feel free to post your own answer.

At least for 2, this is what I got:

For $g(x,y)=u(x,y)+iv(x,y)$, Cauchy Riemann gives us $u_x=v_y,v_x=-u_y$.

From that and $$u(z)+iv(z)=g(z)=g'(z)=\frac{\partial}{\partial x} g(x,y) = u_x(z)+iv_x(z),$$ we get

$$u(x,y)=u_x(x,y)=v_y(x,y),$$

$$v(x,y)=v_x(x,y)=-u_y(x,y)$$

Then

$$u(0,t)=v_y|_{y=t}(0,y),$$

$$v(0,t)=-u_y|_{y=t}(0,y)$$

Then -- This part I'm not so sure is rigorous --

$$v_y|_{y=t}(0,y)=\frac{d}{dt}v(0,t) \ ?!$$

$$-u_y|_{y=t}(0,y)=\frac{d}{dt} -u(0,t) \ ?!$$

For 3:

Similar I guess.

For 1:

Probably some contradiction with $0=g(z_0)=g'(z_0)=u_x(x_0,y_0)=u(x_0,y_0)$

For 4:

?

BCLC
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