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		<title>How To Understand Derivatives: The Product, Power &amp; Chain Rules</title>
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		<pubDate>Fri, 11 May 2012 17:53:07 +0000</pubDate>
		<dc:creator>kalid</dc:creator>
				<category><![CDATA[Calculus]]></category>
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		<description><![CDATA[The jumble of rules for taking derivatives never truly clicked for me. The addition rule, product rule, quotient rule &#8212; how do they fit together? What are we even trying to <em>do</em>?

Here&#8217;s my take on derivatives:

<ul>
<li>We have </li>&#8230; <a href="http://betterexplained.com/articles/derivatives-product-power-chain/" class="read_more">Read article</a></ul>]]></description>
			<content:encoded><![CDATA[<p>The jumble of rules for taking derivatives never truly clicked for me. The addition rule, product rule, quotient rule &#8212; how do they fit together? What are we even trying to <em>do</em>?</p>

<p>Here&#8217;s my take on derivatives:</p>

<ul>
<li>We have a system to analyze, our function f</li>
<li>The derivative f&#8217; (aka df/dx) is the <a href="http://betterexplained.com/articles/calculus-building-intuition-for-the-derivative/">moment-by-moment behavior</a></li>
<li>It turns out f is part of a bigger system (h = f + g)</li>
<li>Using the behavior of the parts, can we figure out the behavior of the whole?</li>
</ul>

<p>Yes. <strong>Every part has a &#8220;point of view&#8221; about how much change it added. Combine every point of view to get the overall behavior.</strong> Each derivative rule is an example of merging various points of view.</p>

<p>And why don&#8217;t we analyze the entire system at once? For the same reason you don&#8217;t eat a hamburger in one bite: small parts are easier to wrap your head around.</p>

<p>Instead of memorizing separate rules, let&#8217;s see how they fit together:</p>

<p><img src="http://betterexplained.com/wp-content/uploads/derivatives/table.part1.png" alt="table" /></p>

<p>The goal is to really grok the notion of &#8220;combining perspectives&#8221;. This installment covers addition, multiplication, powers and the chain rule. Onward!</p>

<h2>Functions: Anything, Anything But Graphs</h2>

<p>The default calculus explanation writes &#8220;f(x) = x^2&#8243; and shoves a graph in your face. Does this really help our intuition?</p>

<p>Not for me. Graphs squash input and output into a single curve, and hide the machinery that turns one into the other. But the derivative rules are <em>about</em> the machinery, so let&#8217;s see it!</p>

<p>I visualize a function as the process &#8220;input(x) => f => output(y)&#8221;.</p>

<p><img src="http://betterexplained.com/wp-content/uploads/derivatives/simplefunction.png" alt="simple function" /></p>

<p>It&#8217;s not just me. Check out this incredible, mechanical targetting computer (<a href="http://www.youtube.com/watch?v=mpkTHyfr0pM">beginning of youtube series</a>).</p>

<iframe title="YouTube video player" width="480" height="390" src="http://www.youtube.com/embed/-F7m02XDfvE" frameborder="0" allowfullscreen></iframe>

<p>The machine computes functions like addition and multiplication with gears &#8212; you can <em>see the mechanics</em> unfolding!</p>

<p><img src="http://betterexplained.com/wp-content/uploads/derivatives/mechanicalfunctions.png" alt="simple function" /></p>

<p>Think of function f as a machine with an input lever &#8220;x&#8221; and an output lever &#8220;y&#8221;. As we adjust x, f sets the height for y. Another analogy: x is the input signal, f receives it, does some magic, and spits out signal y. Use whatever <a href="http://betterexplained.com/articles/learning-to-learn-embrace-analogies/">analogy</a> helps it click.</p>

<h2>Wiggle Wiggle Wiggle</h2>

<p>The derivative is the &#8220;moment-by-moment&#8221; behavior of the function. What does that mean? (And don&#8217;t mindlessly mumble &#8220;The derivative is the slope&#8221;. <em>See any graphs around these parts, fella?</em>)</p>

<p>The derivative is how much we wiggle. The lever is at x, we &#8220;wiggle&#8221; it, and see how y changes. &#8220;Oh, we moved the input lever 1mm, and the output moved 5mm. Interesting.&#8221;</p>

<p>The result can be written &#8220;output wiggle per input wiggle&#8221; or &#8220;dy/dx&#8221; (5mm / 1mm = 5, in our case). This is usually a formula, not a static value, because it can depend on your current input setting.</p>

<p>For example, when f(x) = x^2, the derivative is 2x. Yep, you&#8217;ve memorized that. What does it mean?</p>

<p>If our input lever is at x = 10 and we wiggle it slightly (moving it by dx=0.1 to 10.1), the output should change by dy. How much, exactly?</p>

<ul>
<li>We know f&#8217;(x) = dy/dx = 2 * x</li>
<li>At x = 10 the &#8220;output wiggle per input wiggle&#8221; is = 2 * 10 = 20. The output moves 20 units for every unit of input movement.</li>
<li>If dx = 0.1, then dy = 20 * dx = 20 * .1 = 2</li>
</ul>

<p>And indeed, the difference between 10^2 and (10.1)^2 is about 2. The derivative estimated how far the output lever would move (a perfect, infinitely small wiggle would move 2 units; we moved 2.01).</p>

<p>The key to understanding the derivative rules:</p>

<ul>
<li>Set up your system</li>
<li>Wiggle each part of the system separately, see how far the output moves</li>
<li>Combine the results</li>
</ul>

<p>The total wiggle is the sum of wiggles from each part.</p>

<h2>Addition and Subtraction</h2>

<p>Time for our first system:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/46391a746f43c2c61627e76c85fd5246.png' title='\displaystyle{h(x) = f(x) + g(x) }' alt='\displaystyle{h(x) = f(x) + g(x) }' align=absmiddle class='tex'></p>

<p><img src="http://betterexplained.com/wp-content/uploads/derivatives/addition.png" alt="derivative addition" /></p>

<p>What happens when the input (x) changes?</p>

<p>In my head, I think &#8220;Function h takes a single input. It feeds the same input to f and g and adds the output levers. f and g wiggle independently, and don&#8217;t even know about each other!&#8221;</p>

<p>Function f knows it will contribute some wiggle (df), g knows it will contribute some wiggle (dg), and we, the prowling overseers that we are, know their individual moment-by-moment behaviors are added:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/cf660f80d53e1d0bd120a5b43a7c9016.png' title='\displaystyle{dh = df + dg}' alt='\displaystyle{dh = df + dg}' align=absmiddle class='tex'>
<img src="http://betterexplained.com/wp-content/uploads/derivatives/addition_deriv.png" alt="derivative addition" /></p>

<p>Again, let&#8217;s describe each &#8220;point of view&#8221;:</p>

<ul>
<li>The overall system has behavior dh</li>
<li>From f&#8217;s perspective, it contributes df to the whole [it doesn't know about g]</li>
<li>From g&#8217;s perspective, it contributes dg to the whole [it doesn't know about f]</li>
</ul>

<p>Every change to a system is due to some part changing (f and g). If we add the contributions from each possible variable, we&#8217;ve described the entire system.</p>

<h2>df vs df/dx</h2>

<p>Sometimes we use df, other times df/dx &#8212; what gives? (This confused me for a while)</p>

<ul>
<li><strong>df</strong> is a general notion of &#8220;however much f changed&#8221;</li>
<li><strong>df/dx</strong> is a specific notion of &#8220;however much f changed, in terms of how much x changed&#8221;</li>
</ul>

<p>The generic &#8220;df&#8221; helps us see the overall behavior.</p>

<p>An analogy: Imagine you&#8217;re driving cross-country and want to measure the fuel efficiency of your car. You&#8217;d measure the distance traveled, check your tank to see how much gas you used, and finally do the division to compute &#8220;miles per gallon&#8221;. You measured distance and gasoline separately &#8212; you didn&#8217;t jump into the gas tank to get the rate on the go!</p>

<p>In calculus, sometimes we want to think about the actual change, not the ratio. Working at the &#8220;df&#8221; level gives us room to think about how the function wiggles overall. We can <em>eventually</em> scale it down in terms of a specific input.</p>

<p>And we&#8217;ll do that now. The addition rule above can be written, on a &#8220;per dx&#8221; basis, as:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/5f8d7df0240a4f7c2d1711c310fab896.png' title='\displaystyle{\frac{dh}{dx} = \frac{df}{dx} + \frac{dg}{dx}}' alt='\displaystyle{\frac{dh}{dx} = \frac{df}{dx} + \frac{dg}{dx}}' align=absmiddle class='tex'></p>

<h2>Multiplication (Product Rule)</h2>

<p>Next puzzle: suppose our system multiplies parts &#8220;f&#8221; and g&#8221;. How does it behave?</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/3acde657b80c28a13e03c48992f7933b.png' title='\displaystyle{h(x) = f(x) \cdot g(x)}' alt='\displaystyle{h(x) = f(x) \cdot g(x)}' align=absmiddle class='tex'></p>

<p>Hrm, tricky &#8212; the parts are interacting more closely. But the strategy is the same: see how each part contributes from its own point of view, and combine them:</p>

<ul>
<li>total change in h = f&#8217;s contribution (from f&#8217;s point of view) + g&#8217;s contribution (from g&#8217;s point of view)</li>
</ul>

<p>Check out this diagram:</p>

<p><img src="http://betterexplained.com/wp-content/uploads/derivatives/productrule.png" alt="derivative product rule" /></p>

<p>What&#8217;s going on?</p>

<ul>
<li>We have our system: f and g are multiplied, giving h (the area of the rectangle)</li>
<li>Input &#8220;x&#8221; changes by dx off in the distance. f changes by some amount df (think absolute change, not the rate!). Similarly, g changes by its own amount dg. Because f and g changed, the area of the rectangle changes too.</li>
<li>What&#8217;s the area change from f&#8217;s point of view? Well, f knows he changed by df, but has <em>no idea</em> what happened to g. From f&#8217;s perspective, he&#8217;s the only one who moved and will add a slice of area = df * g</li>
<li>Similarly, g doesn&#8217;t know how f changed, but knows he&#8217;ll add as slice of area &#8220;dg * f&#8221;</li>
</ul>

<p>The overall change in the system (dh) is the two slices of area:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/9bebf672a514f2a7cb341420e9e49d64.png' title='\displaystyle{dh = f \cdot dg + g \cdot df}' alt='\displaystyle{dh = f \cdot dg + g \cdot df}' align=absmiddle class='tex'></p>

<p>Now, like our miles per gallon example, we &#8220;divide by dx&#8221; to write this in terms of how much x changed:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/38b37da23aadbbb1269302092eea3ee3.png' title='\displaystyle{\frac{dh}{dx} = f \cdot \frac{dg}{dx} + g \cdot \frac{df}{dx}}' alt='\displaystyle{\frac{dh}{dx} = f \cdot \frac{dg}{dx} + g \cdot \frac{df}{dx}}' align=absmiddle class='tex'></p>

<p>(Aside: Divide by dx? Engineers will nod, mathematicians will frown. Technically, df/dx is not a fraction: it&#8217;s the entire operation of taking the derivative (with the limit and all that). But infinitesimal-wise, intuition-wise, we are &#8220;scaling by dx&#8221;. I&#8217;m a smiler.)</p>

<p>The key to the product rule: add two &#8220;slivers of area&#8221;, one from each point of view.</p>

<p><strong>Gotcha:</strong> But isn&#8217;t there some effect from both f and g changing simultaneously (df * dg)?</p>

<p>Yep. However, this area is an infinitesimal * infinitesimal (a &#8220;2nd-order infinitesimal&#8221;) and invisible at the current level. It&#8217;s a tricky concept, but (df * dg) / dx vanishes compared to normal derivatives like df/dx. We vary f and g indepdendently and combine the results, and ignore results from them moving together.</p>

<h2>The Chain Rule: It&#8217;s Not So Bad</h2>

<p>Let&#8217;s say g depends on f, which depends on x:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/6ff504a4d681ef65f06ae88750973e4d.png' title='\displaystyle{y = g(f(x))}' alt='\displaystyle{y = g(f(x))}' align=absmiddle class='tex'>
<img src="http://betterexplained.com/wp-content/uploads/derivatives/chainrulelink.png" alt="derivative product rule" /></p>

<p>The chain rule lets us &#8220;zoom into&#8221; a function and see how an initial change (x) can effect the final result down the line (g).</p>

<p><strong>Interpretation 1: Convert the rates</strong> </p>

<p>A common interpretation is to multiply the rates:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/405dd30666ed835241fc0b283659bf6f.png' title='\displaystyle{\frac{dg}{dx} = \frac{dg}{df} \cdot \frac{df}{dx}}' alt='\displaystyle{\frac{dg}{dx} = \frac{dg}{df} \cdot \frac{df}{dx}}' align=absmiddle class='tex'></p>

<p>x wiggles f. This creates a rate of change of df/dx, which wiggles g by dg/df. The entire wiggle is then:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/5955bc53c0a52ddf7bd36fba37a191c2.png' title='\displaystyle{\frac{dg}{df} \cdot \frac{df}{dx}}' alt='\displaystyle{\frac{dg}{df} \cdot \frac{df}{dx}}' align=absmiddle class='tex'></p>

<p>This is similar to the &#8220;factor-label&#8221; method in chemistry class:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/952c69e876e176b3a6c3e715e325352d.png' title='\displaystyle{\frac{miles}{second} = \frac{miles}{hour} \cdot \frac{1 \ hour}{60 \ minutes} \cdot \frac{1 \ minute}{60 \ seconds} = \frac{miles}{hour} \cdot \frac{1}{3600}}' alt='\displaystyle{\frac{miles}{second} = \frac{miles}{hour} \cdot \frac{1 \ hour}{60 \ minutes} \cdot \frac{1 \ minute}{60 \ seconds} = \frac{miles}{hour} \cdot \frac{1}{3600}}' align=absmiddle class='tex'></p>

<p>If your &#8220;miles per second&#8221; rate changes, multiply by the conversion factor to get the new &#8220;miles per hour&#8221;. The second doesn&#8217;t know about the hour directly &#8212; it goes through the second => minute conversion.</p>

<p>Similarly, g doesn&#8217;t know about x directly, only f. Function g knows it should scale its input by dg/df to get the output. The initial rate (df/dx) gets modified as it moves up the chain.</p>

<p><strong>Interpretation 2: Convert the wiggle</strong></p>

<p>I prefer to see the chain rule on the &#8220;per-wiggle&#8221; basis:</p>

<ul>
<li>x wiggles by dx, so</li>
<li>f wiggles by df, so</li>
<li>g wiggles by dg</li>
</ul>

<p>Cool. But how are they actually related? Oh yeah, the derivative! (It&#8217;s the output wiggle per input wiggle):</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/b06cbba74b039b96356aa6e510e79de5.png' title='\displaystyle{df = dx \cdot \frac{df}{dx}}' alt='\displaystyle{df = dx \cdot \frac{df}{dx}}' align=absmiddle class='tex'></p>

<p>Remember, the derivative of f (df/dx) is how much to scale the initial wiggle. And the same happens to g:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/14655de899b6c328b8a914ce368e1a23.png' title='\displaystyle{dg = df \cdot \frac{dg}{df}}' alt='\displaystyle{dg = df \cdot \frac{dg}{df}}' align=absmiddle class='tex'></p>

<p>It will scale whatever wiggle comes along its input lever (f) by dg/df. If we write the df wiggle in terms of dx:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/218cf6998073d2dcb1cf82b4b58de61c.png' title='\displaystyle{dg = (dx \cdot \frac{df}{dx}) \cdot \frac{dg}{df}}' alt='\displaystyle{dg = (dx \cdot \frac{df}{dx}) \cdot \frac{dg}{df}}' align=absmiddle class='tex'></p>

<p>We have another version of the chain rule: dx starts the chain, which results in some final result dg. If we want the final wiggle in terms of dx, divide both sides by dx:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/106a06f2e631664f80c0814922261998.png' title='\displaystyle{\frac{dg}{dx} = \frac{df}{dx} \cdot \frac{dg}{df}}' alt='\displaystyle{\frac{dg}{dx} = \frac{df}{dx} \cdot \frac{dg}{df}}' align=absmiddle class='tex'></p>

<p>The chain rule isn&#8217;t just factor-label unit cancellation &#8212; it&#8217;s the propagation of a wiggle, which gets adjusted at each step.</p>

<p>The chain rule works for several variables (a depends on b depends on c), just propagate the wiggle as you.</p>

<p>Try to imagine &#8220;zooming into&#8221; different variable&#8217;s point of view. Starting from dx and looking up, you see the entire chain of transformations needed before the impulse reaches g.</p>

<h2>Chain Rule: Example Time</h2>

<p>Let&#8217;s say we put a &#8220;squaring machine&#8221; in front of a &#8220;cubing machine&#8221;:</p>

<p>input(x) => f:x^2 => g:f^3 => output(y)</p>

<p>f:x^2 means f squares its input. g:f^3 means g cubes its input, the value of f. For example:</p>

<p>input(2) => f(2) => g(4) => output:64</p>

<p>Start with 2, f squares it (2^2 = 4), and g cubes this (4^3 = 64). It&#8217;s a 6th power machine:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/69e1910c25b53d041aeb62ab5b6812d1.png' title='\displaystyle{g(f(x)) = (x^2)^3}' alt='\displaystyle{g(f(x)) = (x^2)^3}' align=absmiddle class='tex'></p>

<p>And what&#8217;s the derivative?</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/d0bf14e6eb92b8170a4badafd6eb17fc.png' title='\displaystyle{ \frac{dg}{dx} = \frac{dg}{df} \cdot \frac{df}{dx}}' alt='\displaystyle{ \frac{dg}{dx} = \frac{dg}{df} \cdot \frac{df}{dx}}' align=absmiddle class='tex'></p>

<ul>
<li>f changes its input wiggle by df/dx = 2x</li>
<li>g changes its input wiggle by dg/df = 3f^2</li>
</ul>

<p>The final change is:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/2fdac12b727e02da56fd0a205f0b0240.png' title='\displaystyle{3f^2 \cdot 2x = 3(x^2)^2 \cdot 2x = 3x^4 \cdot 2x = 6x^5}' alt='\displaystyle{3f^2 \cdot 2x = 3(x^2)^2 \cdot 2x = 3x^4 \cdot 2x = 6x^5}' align=absmiddle class='tex'></p>

<h2>Chain Rule: Gotchas</h2>

<p><strong>Functions treat their inputs like a blob</strong></p>

<p>In the example, g&#8217;s derivative (&#8220;x^3 = 3x^2&#8243;) doesn&#8217;t refer to the original &#8220;x&#8221;, just whatever the input was (foo^3 = 3*foo^2). The input was f, and it treats f as a single value. Later on, we scurry in and rewrite f in terms of x. But g has no involvement with that &#8212; it doesn&#8217;t care that f can be rewritten in terms of smaller pieces.</p>

<p><strong>In many examples, the variable &#8220;x&#8221; is the &#8220;end of the line&#8221;.</strong></p>

<p>Questions ask for df/dx, i.e. &#8220;Give me changes from x&#8217;s point of view&#8221;. Now, x could depend on something deeper variable, but that&#8217;s not being asked for. It&#8217;s like saying &#8220;I want miles per hour. I don&#8217;t care about miles per minute or miles per second. Just give me miles per hour&#8221;. df/dx means &#8220;stop looking at inputs once you get to x&#8221;.</p>

<p><strong>How come we multiply derivatives with the chain rule, but add them for the others?</strong></p>

<p>The regular rules are about <em>combining points of view</em> to get an overall picture. What change does f see? What change does g see? Add them up for the total.</p>

<p>The chain rule is about going deeper into a single part (like f) and seeing if it&#8217;s controlled by another variable. It&#8217;s like looking inside a clock and saying &#8220;Hey, the minute hand is controlled by the second hand!&#8221;. We&#8217;re staying inside the same part.</p>

<p>Sure, eventually this &#8220;per-second&#8221; perspective of f could be added to some perspective from g. Great. But the chain rule is about diving deeper into &#8220;f&#8217;s&#8221; root causes.</p>

<h2>Power Rule: Oft Memorized, Seldom Understood</h2>

<p>What&#8217;s the derivative of x^4? 4x^3? Great. You brought down the exponent and subtracted one. Now explain why!</p>

<p>Hrm. There&#8217;s a few approaches, but here&#8217;s my new favorite: x^4 is really x * x * x * x. It&#8217;s the multiplication of 4 &#8220;independent&#8221; variables. Each x doesn&#8217;t know about the others, it might as well be x * u * v * w.</p>

<p>Now think about the first x&#8217;s point of view:</p>

<ul>
<li>It changes from x to x + dx</li>
<li>The change in the overall function is [(x + dx) - x][u * v * w] = dx[u * v * w]</li>
<li>The change on a &#8220;per dx&#8221; basis is [u * v * w]</li>
</ul>

<p>Similarly,</p>

<ul>
<li>From u&#8217;s point of view, it changes by du. It contributes (du/dx)*[x * v * w] on a &#8220;per dx&#8221; basis</li>
<li>v contributes (dv/dx) * [x * u * w]</li>
<li>w contributes (dw/dx) * [x * u * v]</li>
</ul>

<p>The curtain is unveiled: x, u, v, and w are the same! The &#8220;point of view&#8221; conversion factor is 1 (du/dx = dv/dx = dw/dx = dx/dx = 1), and the total change is</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/eec5f06b91aae12d04ce63ffc55d78ab.png' title='\displaystyle{(x \cdot x \cdot x) + (x \cdot x \cdot x) + (x \cdot x \cdot x) + (x \cdot x \cdot x) = 4 x^3}' alt='\displaystyle{(x \cdot x \cdot x) + (x \cdot x \cdot x) + (x \cdot x \cdot x) + (x \cdot x \cdot x) = 4 x^3}' align=absmiddle class='tex'></p>

<p>In a sentence: the derivative of x^4 is 4x^3 because x^4 has four identical &#8220;points of view&#8221; which are being combined. Booyeah!</p>

<h2>Take A Breather</h2>

<p>I hope you&#8217;re seeing the derivative in a new light: we have a system of parts, we wiggle our input and see how the whole thing moves.  It&#8217;s about combining perspectives: what does each part add to the whole?</p>

<p>In the follow-up article, we&#8217;ll look at even more powerful rules (exponents, quotients, and friends). Happy math.</p>
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		<title>Learning To Learn: Embrace Analogies</title>
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		<comments>http://betterexplained.com/articles/learning-to-learn-embrace-analogies/#comments</comments>
		<pubDate>Wed, 25 Apr 2012 04:57:41 +0000</pubDate>
		<dc:creator>kalid</dc:creator>
				<category><![CDATA[General]]></category>

		<guid isPermaLink="false">http://betterexplained.com/?p=2154</guid>
		<description><![CDATA[Why do analogies work so well? They&#8217;re building blocks for our thoughts, written in the associative language of our brains.

At first, I thought analogies had to be perfect models of the idea they explained. Nope.

<blockquote>
  &#8220;All models are wrong, &#8230; <a href="http://betterexplained.com/articles/learning-to-learn-embrace-analogies/" class="read_more">Read article</a></blockquote>]]></description>
			<content:encoded><![CDATA[<p>Why do analogies work so well? They&#8217;re building blocks for our thoughts, written in the associative language of our brains.</p>

<p>At first, I thought analogies had to be perfect models of the idea they explained. Nope.</p>

<blockquote>
  <p>&#8220;All models are wrong, but some are useful&#8221; &#8211; George Box</p>
</blockquote>

<p>Analogies are handles to grasp a larger, more slippery idea. They&#8217;re a raft to cross a river, and can be abandoned once on the other side. Unempathetic experts may think the raft is useless, since they no longer use it, or perhaps they were such marvelous swimmers it was never needed!</p>

<p>Analogies are perfectly fine. But why do they work so well?</p>

<p>Our brains are association machines. Connections, relationships, patterns &#8212; we need meaning! Yet we present topics as if we could be programmed with raw information.</p>

<p>Consider the typical language class:</p>

<ul>
<li>Here&#8217;s the grammar</li>
<li>Here&#8217;s the vocabulary</li>
<li>Put the vocab in the grammar and go!</li>
</ul>

<p>(We know how well that works). The mistake is thinking direct study of the grammar and vocabulary will build fluency &#8212; it&#8217;s a tough slog. I suspect a class of 80% speaking, listening, making idioms, building pronunciation and 20% vocabulary/grammar does much better than the reverse.</p>

<p>Start with simple analogies you deeply understand, then attach extra details. </p>

<p>Here&#8217;s an example: I can casually describe i (the <a href="http://betterexplained.com/articles/a-visual-intuitive-guide-to-imaginary-numbers/">imaginary number</a>) as the square root of -1 and you can blindly accept it.</p>

<p>But you won&#8217;t really believe me until I start down the path of  &#8220;Hey, numbers can be 2 dimensional, and i is a rotation into the 2nd dimension&#8221;. The word &#8220;rotation&#8221; stretches our brain about what a number could be &#8212; the number line may not be the final step. We&#8217;re having a real discussion and can start learning!</p>

<p>See, you&#8217;re extremely fluent with the idea of a line, and the idea of a second dimension, and we can work &#8220;i is a rotation&#8221; into that framework. In computer terms: we are programming with the native language of the machine. Our brain thinks with connections, so explain new data in terms of existing connections!</p>

<p>Although a subject can be distilled into rules and facts, drinking this concentrated math isn&#8217;t the best way to enjoy it. It&#8217;s not how our brains work, and presenting raw data suffers from a painful translation step.</p>

<p>I don&#8217;t think of algebra, trig and other math as a table of equations. It&#8217;s a web of connections and insights. But why show facts and hope you recreate the mental model in my head, instead of describing it directly?</p>

<p>No, no &#8212; let&#8217;s have a brain-to-brain. Here&#8217;s the analogies in my head, I want you to have them too.</p>
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		<title>Site Update: Ahas and FAQs for articles</title>
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		<comments>http://betterexplained.com/articles/site-update-ahas-and-faqs-for-articles/#comments</comments>
		<pubDate>Thu, 12 Apr 2012 10:20:41 +0000</pubDate>
		<dc:creator>kalid</dc:creator>
				<category><![CDATA[General]]></category>

		<guid isPermaLink="false">http://betterexplained.com/?p=2082</guid>
		<description><![CDATA[I've just added a new feature to the site: an Aha / FAQ section for each article.

<a href="http://betterexplained.com/wp-content/uploads/2012/04/Aha-widget.png"><img src="http://betterexplained.com/wp-content/uploads/2012/04/Aha-widget.png" alt="" title="Aha widget" width="350"  class="size-full wp-image-2084" /></a>

You can add an aha! moment or question, and vote / discuss them individually. This extends [aha.betterexplained.com](http://betterexplained.com/articles/share-your-insights-aha-betterexplained-com-beta/), making mini-posts for key ideas in an article. <a href="http://betterexplained.com/articles/site-update-ahas-and-faqs-for-articles/">Continue reading <span class="meta-nav">&#8594;</span></a>]]></description>
			<content:encoded><![CDATA[<p>I&#8217;ve just added a new feature to the site: an Aha / FAQ section for each article.</p>

<p><a href="http://betterexplained.com/wp-content/uploads/2012/04/Aha-widget.png"><img src="http://betterexplained.com/wp-content/uploads/2012/04/Aha-widget.png" alt="" title="Aha widget" width="589" height="239" class="alignleft size-full wp-image-2084" /></a></p>

<p>You can add an aha! moment or question, and vote / discuss them individually. This extends <a href="http://betterexplained.com/articles/share-your-insights-aha-betterexplained-com-beta/">aha.betterexplained.com</a>, making mini-posts for key ideas in an article. Why?</p>

<p><strong>Mine the gold in the comments</strong></p>

<p>Several articles have awesome discussions, like <a href="http://betterexplained.com/articles/an-intuitive-guide-to-exponential-functions-e/">understanding e</a>. There&#8217;s gems, but unfortunately they&#8217;re buried inside hundreds of comments, which is tough to read through.</p>

<p>If we can extract and rate key insights, we can build a &#8220;living FAQ&#8221; of what&#8217;s most helpful. These are good branching points for new articles as well.</p>

<p><strong>Better collaboration</strong></p>

<p>I love chatting math and finding new learning approaches. A few examples:</p>

<ul>
<li><p><a href="http://learnmathclassblogs.blogspot.com/">Audrey McGoldrick</a> made an awesome <a href="http://betterexplained.com/examples/files/CalcIntroAnimation.ppt">animated slideshow</a> explaining the introduction to calculus.</p></li>
<li><p><a href="http://uncoverafew.wordpress.com/">Joshua Zucker</a> helped me refine my recent &#8220;functions are plates, derivatives are breaking plates into shards, integrals are weighing the pieces&#8221; analogy, and corrected a huge misconception about integrals and anti-derivatives.</p></li>
<li><p>Stan and YatharthROCK have been helping me develop ideas on aha.betterexplained.com (thanks guys).</p></li>
</ul>

<p>The aha / question area is like a mini-forum to discuss analogies. (Teachers, please ransack these insights and whatever is useful &#8212; every article is free to use, print, mime, etc. for non-commercial use). The goal is to enable conversations about what is actually working.</p>

<!-- 

Normally, as we read content online we say "Ah, that analogy worked for me!" and silently move on.

**[Noooooooooooooooo!!!](http://nooooooooooooooo.com/)**

See, we suffered and finally understood: we can't *not* share what helped! Specifically, an article might have a key phrase or insight that made it come alive. Can we collect and refine the metaphors that *actualyIn an entire article, perhaps 1 sentence was the most helpful. Can we extract it and polish it even more? Over time, we can collect the metaphors that *actually* helped people, and refine them.

-->

<p><strong>Continual improvement</strong></p>

<p>I have a nefarious plan for the widget: gather improvements for each article! Knowing exactly what parts of the article helped (or didn&#8217;t) makes it easier to keep revising: I want the analogies to sing.</p>

<h2>Try it out</h2>

<p>The aha section is new, there&#8217;ll be some bugs, but I&#8217;d love your feedback anyway:</p>

<ol>
<li><p><strong>Share what really worked.</strong> As you read articles, post what analogies helped the most.</p></li>
<li><p><strong>Ask questions.</strong> Have a question that&#8217;s been bothering you? Add it!</p></li>
<li><p><strong>Vote on what&#8217;s helping.</strong> Just click the heart to rate an insight or question.</p></li>
</ol>

<p>The aha section isn&#8217;t a replacement for comments &#8212; it&#8217;s a way to organize the best parts. If there&#8217;s other types of &#8220;aha&#8221; items you&#8217;d like organized (Followup:, Example:, etc.) let me know!</p>
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		<title>Calculus: Building Intuition for the Derivative</title>
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		<comments>http://betterexplained.com/articles/calculus-building-intuition-for-the-derivative/#comments</comments>
		<pubDate>Thu, 29 Mar 2012 11:09:25 +0000</pubDate>
		<dc:creator>kalid</dc:creator>
				<category><![CDATA[Calculus]]></category>
		<category><![CDATA[Math]]></category>

		<guid isPermaLink="false">http://betterexplained.com/?p=1973</guid>
		<description><![CDATA[How do you wish the derivative was explained to you? Here's my take.

Psst! The derivative is the heart of calculus, buried inside this definition:



But what does it mean?

Let's say I gave you a magic newspaper that listed&#8230; <a href="http://betterexplained.com/articles/calculus-building-intuition-for-the-derivative/" class="read_more">Read article</a>]]></description>
			<content:encoded><![CDATA[<p>How do you wish the derivative was explained to you? Here's my take.</p>

<p>Psst! The derivative is the heart of calculus, buried inside this definition:</p>

<p><img src='http://74.50.62.72/wp-content/plugins/wp-latexrender/pictures/7a7c3a79212037689439fdf710637b27.png' title='\displaystyle{ f&#039;(x) =\lim_{dx\to 0} \frac{f(x+dx)-f(x)}{dx}}' alt='\displaystyle{ f&#039;(x) =\lim_{dx\to 0} \frac{f(x+dx)-f(x)}{dx}}' align=absmiddle class='tex'></p>

<p>But what does it mean?</p>

<p>Let's say I gave you a magic newspaper that listed the daily stock market changes for the next few years (+1% Monday, -2% Tuesday...). What could you do?</p>

<p>Well, you'd apply the changes one-by-one, plot out future prices, and buy low / sell high to build your empire. You could even hire away the monkeys who currently throw darts at newspapers.</p>

<p>Others call the derivative "the slope of a function" -- it's so bland! Like the stock list, the derivative is a total, predictive understanding of a system. You can plot the past/present/future, find minimums/maximums, and yes, staff your simian workforce.</p>

<p>Step away from the gnarly equation. Equations exist to convey ideas: understand the idea, not the grammar.</p>

<p><strong>Derivatives create a perfect model of change from an imperfect guess.</strong></p>

<p>This result came over thousands of years of thinking, from Archimedes to Newton. Let's look at the analogies behind it.</p>

<h2>We all live in a shiny continuum</h2>

<p>Infinity is a constant source of paradoxes ("headaches"):</p>

<ul>
<li>A line is made up of points? <em>Sure.</em></li>
<li>So there's an infinite number of points on a line? <em>Yep.</em></li>
<li>How do you cross a room when there's an infinite number of points to visit? <em>(Gee, thanks <a href="http://en.wikipedia.org/wiki/Zeno's_paradoxes">Zeno</a>).</em></li>
</ul>

<p>And yet, we move. My intuition is to fight infinity with infinity. Sure, there's infinity points between 0 and 1. But I move <em>two infinities</em> of points per second (somehow!) and I cross the gap in half a second.</p>

<p>Distance has infinite points, motion is possible, therefore motion is in terms of "infinities of points per second".</p>

<p>Instead of thinking of differences ("How far to the next point?") we can compare rates ("How fast are you moving through this continuum?").</p>

<p>It's strange, but you can see 10/5 as "I need to travel 10 'infinities' in 5 segments of time. To do this, I travel 2 'infinities' for each unit of time".</p>

<p><strong>Analogy: See division as a rate of motion through a continuum of points</strong></p>

<h2>What's after zero?</h2>

<p>Another brain-buster: What number comes after zero? .01? .0001?</p>

<p>Hrm. Anything you can name, I can name smaller (I'll just halve your number... nyah!).</p>

<p>Even though we can't <em>calculate</em> the number after zero, it must be there, right? Like demons of yore, it's the "number that cannot be written, lest ye be smitten".</p>

<p>Call the gap to the next number "dx". I don't know exactly how big it is, but it's there!</p>

<p><strong>Analogy: dx is a "jump" to the next number in the continuum.</strong></p>

<h2>Measurements depend on the instrument</h2>

<p>The derivative predicts change. Ok, how do we measure speed (change in distance)?</p>

<blockquote>
  <p>Officer: Do you know how fast you were going?</p>
  
  <p>Driver: I have no idea.</p>
  
  <p>Officer: 95 miles per hour.</p>
  
  <p>Driver: But I haven't been driving for an hour!</p>
</blockquote>

<p>We clearly don't need a "full hour" to measure your speed. We can take a before-and-after measurement (over 1 second, let's say) and get your instantaneous speed. If you moved 140 feet in one second, you're going ~95mph. Simple, right?</p>

<p>Not exactly. Imagine a video camera pointed at Clark Kent (Superman's alter-ego). The camera records 24 pictures/sec (40ms per photo) and Clark seems still. On a second-by-second basis, he's not moving, and his speed is 0mph.</p>

<p>Wrong again! Between each photo, within that 40ms, Clark changes to Superman, solves crimes, and returns to his chair for a nice photo. We measured 0mph but he's really moving -- he goes too fast for our instruments!</p>

<p><strong>Analogy: Like a camera watching Superman, the speed we measure depends on the instrument!</strong></p>

<h2>Running the Treadmill</h2>

<p>We're nearing the chewy, slightly tangy center of the derivative. We need before-and-after measurements to detect change, but our measurements could be flawed.</p>

<p>Imagine a shirtless Santa on a treadmill (go on, I'll wait). We're going to measure his heart rate in a stress test: we attach dozens of heavy, cold electrodes and get him jogging.</p>

<p>Santa huffs, he puffs, and his heart rate shoots to 190 beats per minute. That must be his "under stress" heart rate, correct?</p>

<p>Nope. See, the very presence of stern scientists and cold electrodes increased his heart rate! We <em>measured</em> 190bpm, but who knows what we'd see if the electrodes weren't there! Of course, if the electrodes weren't there, we wouldn't have a measurement.</p>

<p>What to do? Well, look at the system:</p>

<ul>
<li>measurement = actual amount + measurement effect</li>
</ul>

<p>Ah. After lots of studies, we may find "Oh, each electrode adds 10bpm to the heartrate". We make the measurement (imperfect guess of 190) and remove the effect of electrodes ("perfect estimate").</p>

<p><strong>Analogy: Remove the "electrode effect" after making your measurement</strong></p>

<p>By the way, the "electrode effect" shows up everywhere. Research studies have the <a href="http://en.wikipedia.org/wiki/Hawthorne_effect">Hawthorne Effect</a> where people change their behavior <em>because they are being studied</em>. Gee, it seems everyone we scrutinize sticks to their diet!</p>

<h2>Understanding the derivative</h2>

<p>Armed with these insights, we can see how the derivative models change:</p>

<p><img src="http://betterexplained.com/wp-content/uploads/calculus/derivative-explanation.png" alt="Derivative explanation" /></p>

<p>Start with some system to study, f(x):</p>

<ol>
<li>Change by the smallest amount possible (dx)</li>
<li>Get the before-and-after difference: f(x + dx) - f(x)</li>
<li>We don't know exactly how small "dx" is, and we don't care: get the <strong>rate of motion</strong> through the continuum: [f(x + dx) - f(x)] / dx</li>
<li>This rate, however small, has some error (our cameras are too slow!). Predict what happens if the measurement were perfect, if dx wasn't there.</li>
</ol>

<p>The magic's in the final step: how do we remove the electrodes? We have <a href="http://betterexplained.com/articles/why-do-we-need-limits-and-infinitesimals/">two approaches</a>:</p>

<ul>
<li>Limits: what happens when dx shrinks to nothingness, beyond any error margin?</li>
<li>Infinitesimals: What if dx is a tiny number, undetectable in our number system?</li>
</ul>

<p>Both are ways to formalize the notion of "How do we throw away dx when it's not needed?".</p>

<p>My pet peeve: Limits are a modern formalism, they didn't exist in Newton's time. They help make dx disappear "cleanly". But teaching them before the derivative is like showing a steering wheel without a car! It's a tool to help the derivative work, not something to be studied in a vacuum.</p>

<h2>An Example: f(x) = x^2</h2>

<p>Let's shake loose the cobwebs with an example. How does the function f(x) = x^2 change as we move through the continuum?</p>

<!--
\begin{align*}
f'(x) &#038;= \lim_{dx\to 0} \frac{f(x+dx)-f(x)}{dx} \\
&#038;= \lim_{dx\to 0} \frac{(x+dx)^2-x^2}{dx} \\
&#038;= \lim_{dx\to 0} \frac{x^2 + 2xdx + dx^2 - x^2}{dx} \\
&#038;= \lim_{dx\to 0} 2x + dx \\
&#038;= 2x
\end{align*}
-->

<p><img src="http://betterexplained.com/wp-content/uploads/calculus/derivative-eqn.gif" alt="Derivative explanation" /></p>

<p>Note the difference in the last 2 equations:</p>

<ul>
<li>One has the error built in (dx)</li>
<li>The other has the "true" change, where dx = 0 (our measurements have no effect on the outcome)</li>
</ul>

<p>Time for real numbers. Here's the values for f(x) = x^2, with intervals of dx = 1:</p>

<ul>
<li>1, 4, 9, 16, 25, 36, 49, 64...</li>
</ul>

<p>The absolute change between each result is:</p>

<ul>
<li>1, 3, 5, 7, 9, 11, 13, 15...</li>
</ul>

<p>(Here, the absolute change is the "speed" between each step, where the interval is 1)</p>

<p>Consider the jump from x=2 to x=3 (3^2 - 2^2 = 5). What is "5" made of?</p>

<ul>
<li>Measured rate = Actual Rate + Error</li>
<li>5 = 2x + dx</li>
<li>5 = 2(2) + 1</li>
</ul>

<p>Sure, we measured a "5 units moved per second" because we went from 4 to 9 in one interval. But our instruments trick us! 4 units of speed came from the real change, and 1 unit was due to shoddy instruments (1.0 is a large jump, no?).</p>

<p>If we restrict ourselves to integers, 5 is the perfect speed measurement from 4 to 9. There's no "error" in assuming dx = 1 because that's the true interval between neighboring points.</p>

<p>But in the real world, measurements every 1.0 seconds is too slow. What if our dx was 0.1? What speed would we measure at x=2?</p>

<p>Well, we examine the change from x=2 to x=2.1:</p>

<ul>
<li>2.1^2 - 2^2 = 0.41</li>
</ul>

<p>Remember, 0.41 is what we changed in an interval of 0.1. Our speed-per-unit is 0.41 / .1 = 4.1. And again we have:</p>

<ul>
<li>Measured rate = Actual Rate + Error</li>
<li>4.1 = 2x + dx</li>
</ul>

<p>Interesting. With dx=0.1, the measured and actual rates are close (4.1 to 4, 2.5% error). When dx=1, the rates are pretty different (5 to 4, 25% error).</p>

<p>Following the pattern, we see that throwing out the electrodes (letting dx=0) reveals the true rate of 2x.</p>

<p>In plain English: We analyzed how f(x) = x^2 changes, found an "imperfect" measurement of 2x + dx, and deduced a "perfect" model of change as 2x.</p>

<h2>The derivative as "continuous division"</h2>

<p>I see the integral as <a href="http://betterexplained.com/articles/a-calculus-analogy-integrals-as-multiplication/">better multiplication</a>, where you can apply a changing quantity to another.</p>

<p>The derivative is "better division", where you get the speed through the continuum at every instant. Something like 10/5 = 2 says "you have a constant speed of 2 through the continuum".</p>

<p>When your speed changes as you go, you need to describe your speed at each instant. That's the derivative.</p>

<p>If you apply this changing speed to each instant (take the integral of the derivative), you recreate the original behavior, just like applying the daily stock market changes to recreate the full price history. But this is a big topic for another day.</p>

<h2>Gotcha: The Many meanings of "Derivative"</h2>

<p>You'll see "derivative" in many contexts:</p>

<ul>
<li><p>"The derivative of x^2 is 2x" means "At every point, we are changing by a speed of 2x (twice the current x-position)". (General formula for change)</p></li>
<li><p>"The derivative is 44" means "At our current location, our rate of change is 44." When f(x) = x^2, at x=22 we're changing at 44 (Specific rate of change).</p></li>
<li><p>"The derivative is dx" may refer to the tiny, hypothetical jump to the next position. Technically, dx is the "differential" but the terms get mixed up. Sometimes people will say "derivative of x" and mean dx.</p></li>
</ul>

<h2>Gotcha: Our models may not be perfect</h2>

<p>We found the "perfect" model by making a measurement and improving it. Sometimes, this isn't good enough -- we're predicting what <em>would</em> happen if dx wasn't there, but added dx to get our initial guess!</p>

<p>Some ill-behaved functions defy the prediction: there's a difference between removing dx with the limit and what actually happens at that instant. These are called "discontinuous" functions, which is essentially "cannot be modeled with limits". As you can guess, the derivative doesn't work on them because we can't actually predict their behavior.</p>

<p>Discontinuous functions are rare in practice, and often exist as "Gotcha!" test questions ("Oh, you tried to take the derivative of a discontinuous function, you fail"). Realize the theoretical limitation of derivatives, and then realize their practical use in measuring every natural phenomena. Nearly every function you'll see (sine, cosine, e, polynomials, etc.) is continuous.</p>

<h2>Gotcha: Integration doesn't really exist</h2>

<p>The relationship between derivatives, integrals and anti-derivatives is nuanced (and I got it wrong originally). Here's a metaphor. Start with a plate, your function to examine:</p>

<ul>
<li>Differentiation is breaking the plate into shards. There is a specific procedure: take a difference, find a rate of change, then assume dx isn't there.</li>
<li>Integration is weighing the shards: your original function was "this" big. There's a procedure, cumulative addition, but it doesn't tell you <em>what the plate looked like</em>.</li>
<li>Anti-differentiation is figuring out the original shape of the plate from the pile of shards.</li>
</ul>

<p>There's no <em>algorithm</em> to find the anti-derivative; we have to guess. We make a lookup table with a bunch of known derivatives (original plate => pile of shards) and look at our existing pile to see if it's similar. "Let's find the integral of 10x. Well, it looks like 2x is the derivative of x^2. So... scribble scribble... 10x is the derivative of 5x^2.".</p>

<p>Finding derivatives is mechanics; finding anti-derivatives is an art. Sometimes we get stuck: we take the changes, apply them piece by piece, and mechanically reconstruct a pattern. It might not be the "real" original plate, but is good enough to work with.</p>

<p>Another subtlety: aren't the integral and anti-derivative the same? (That's what I originally thought)</p>

<p>Yes, but this isn't obvious: it's the fundamental theorem of calculus! (It's like saying "Aren't a^2 + b^2 and c^2 the same? Yes, but this isn't obvious: it's the Pythagorean theorem!"). Thanks to Joshua Zucker for helping sort me out.</p>

<h2>Reading math</h2>

<p>Math is a language, and I want to "read" calculus (not "recite" calculus, i.e. like we can recite medieval German hymns). I need the message behind the definitions.</p>

<p>My biggest aha! was realizing the transient role of dx: it makes a measurement, and is removed to make a perfect model. Limits/infinitesimals are a formalism, we can't get caught up in them. Newton seemed to do ok without them.</p>

<p>Armed with these analogies, other math questions become interesting:</p>

<ul>
<li>How do we measure different sizes of infinity? (In some sense they're all "infinite", in other senses the range (0,1) is smaller than (0,2))</li>
<li>What are the real rules about making "dx go away"? (How do infinitesimals and limits really work?)</li>
<li>How do we describe numbers without writing them down? "The next number after 0" is the beginnings of analysis (which I want to learn).</li>
</ul>

<p>The fundamentals are interesting when you see why they exist. Happy math.</p>
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