marxist thesis

Karl Marx 1845

Theses On Feuerbach

Written : by Marx in Brussels in the spring of 1845, under the title “1) ad Feuerbach”; Marx’s original text was first published in 1924, in German and in Russian translation, by the Institute of Marxism-Leninism in Marx-Engels Archives, Book I, Moscow. The English translation was first published in the Lawrence and Wishart edition of The German Ideology   in 1938. The most widely known version of the Theses is that based on Engels’ edited version, published as an appendix to his Ludwig Feuerbach in 1888, where he gave it the title Theses on Feuerbach ; Translated : by Cyril Smith 2002, based on work done jointly with Don Cuckson.

The main defect of all hitherto-existing materialism — that of Feuerbach included — is that the Object [ der Gegenstand ] , actuality, sensuousness, are conceived only in the form of the object [ Objekts ] , or of contemplation [ Anschauung ] , but not as human sensuous activity, practice [ Praxis ] , not subjectively. Hence it happened that the active side, in opposition to materialism, was developed by idealism — but only abstractly, since, of course, idealism does not know real, sensuous activity as such. Feuerbach wants sensuous objects [ Objekte ] , differentiated from thought-objects, but he does not conceive human activity itself as objective [ gegenst�ndliche ] activity. In The Essence of Christianity [ Das Wesen des Christenthums ] , he therefore regards the theoretical attitude as the only genuinely human attitude, while practice [ Praxis ] is conceived and defined only in its dirty-Jewish form of appearance [ Erscheinungsform ] [1] . Hence he does not grasp the significance of ‘revolutionary’, of ‘practical-critical’, activity.

The question whether objective truth can be attributed to human thinking is not a question of theory but is a practical question. Man must prove the truth, i.e. , the reality and power, the this-sidedness [ Diesseitigkeit ] of his thinking, in practice. The dispute over the reality or non-reality of thinking which is isolated from practice is a purely scholastic question.

The materialist doctrine that men are products of circumstances and upbringing, and that, therefore, changed men are products of changed circumstances and changed upbringing, forgets that it is men who change circumstances and that the educator must himself be educated. Hence this doctrine is bound to divide society into two parts, one of which is superior to society. The coincidence of the changing of circumstances and of human activity or self-change [ Selbstver�nderung ] can be conceived and rationally understood only as revolutionary practice .

Feuerbach starts off from the fact of religious self-estrangement [ Selbstentfremdung ] , of the duplication of the world into a religious, imaginary world, and a secular [ weltliche ] one. His work consists in resolving the religious world into its secular basis. He overlooks the fact that after completing this work, the chief thing still remains to be done. For the fact that the secular basis lifts off from itself and establishes itself in the clouds as an independent realm can only be explained by the inner strife and intrinsic contradictoriness of this secular basis. The latter must itself be understood in its contradiction and then, by the removal of the contradiction, revolutionised. Thus, for instance, once the earthly family is discovered to be the secret of the holy family, the former must itself be annihilated [ vernichtet ] theoretically and practically.

Feuerbach, not satisfied with abstract thinking , wants sensuous contemplation [ Anschauung ] ; but he does not conceive sensuousness as practical , human-sensuous activity.

Feuerbach resolves the essence of religion into the essence of man [ menschliche Wesen = ‘human nature’] . But the essence of man is no abstraction inherent in each single individual. In reality, it is the ensemble of the social relations. Feuerbach, who does not enter upon a criticism of this real essence is hence obliged:

1. To abstract from the historical process and to define the religious sentiment regarded by itself, and to presuppose an abstract — isolated - human individual.

2. The essence therefore can by him only be regarded as ‘species’, as an inner ‘dumb’ generality which unites many individuals only in a natural way.

Feuerbach consequently does not see that the ‘religious sentiment’ is itself a social product , and that the abstract individual that he analyses belongs in reality to a particular social form.

All social life is essentially practical . All mysteries which lead theory to mysticism find their rational solution in human practice and in the comprehension of this practice.

The highest point reached by contemplative [ anschauende ] materialism, that is, materialism which does not comprehend sensuousness as practical activity, is the contemplation of single individuals and of civil society [ b�rgerlichen Gesellschaft ] .

The standpoint of the old materialism is civil society; the standpoint of the new is human society or social humanity.

Philosophers have hitherto only interpreted the world in various ways; the point is to change it.

1. “Dirty-Jewish” — according to Marhsall Berman, this is an allusion to the Jewish God of the Old Testament, who had to ‘get his hands dirty’ making the world, tied up with a symbolic contrast between the Christian God of the Word, and the God of the Deed, symbolising practical life. See The Significance of the Creation in Judaism , Essence of Christianity 1841

Deutsch | 1938 translation of Marx’s original | 1969 Selected Works translation | Engels’ 1888 version

Marx/Engels Works Archive | Study Guide | Engels on Feuerbach | Image of Thesis 11 | Works Index

The Social and Economic Roots of the Scientific Revolution pp 1–40 Cite as

Classical Marxist Historiography of Science: The Hessen-Grossmann-Thesis

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• Peter McLaughlin 7  

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Part of the book series: Boston Studies in the Philosophy of Science ((BSPS,volume 278))

Boris Hessen’s “The Social and Economic Roots of Newton’s ‘Principia’” (1931) and Henryk Grossmann’s “The Social Foundation of Mechanistic Philosophy and Manufacture” (1935) are the classic programmatic examples of Marxist historiography of science. The two works were produced completely independent of one another, but both scholars were working within the same intellectual tradition with the same conceptual tools on the same topic. 1 The positions they develop overlap and complement one another. They have enough in common that the enlarged thesis that emerges from their work may be called the “Hessen-Grossmann-Thesis.” 2

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Freudenthal, G., McLaughlin, P. (2009). Classical Marxist Historiography of Science: The Hessen-Grossmann-Thesis. In: Freudenthal, G., McLaughlin, P. (eds) The Social and Economic Roots of the Scientific Revolution. Boston Studies in the Philosophy of Science, vol 278. Springer, Dordrecht. https://doi.org/10.1007/978-1-4020-9604-4_1

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Ten Theses on Marxism and Decolonisation

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Dossier no. 56

Violeta Parra (Chile), Untitled (unfinished), 1966. Embroidery on sackcloth, 136 x 200 cm.

The works of art in this dossier belong to Casa de las Américas’ Haydee Santamaría Art of Our America ( Nuestra América ) collection. Since its founding, Casa de las Américas has established close ties with a significant number of internationally renowned contemporary artists who have set visual arts trends in the region. Casa’s galleries have hosted temporary exhibitions including different artistic genres, expressions, and techniques by several generations of mainly Latin American and Caribbean artists. Many of these works, initially exhibited in Casa’s galleries, awarded prizes in its contests, and donated by the artists, have become part of the Haydee Santamaría Art of Our America collection, representing an exceptional artistic heritage.

Roberto Matta (Chile), Cuba es la capital (‘Cuba Is the Capital’), 1963. Soil and plaster on Masonite (mural), 188 x 340 cm. Located at the entrance to Casa de las Américas.

Cultural Policy and Decolonisation in the Cuban Socialist Project

Abel prieto, director of casa de las américas.

The Cuban Revolution came about in a country subordinated to the US from all points of view. Although we had the façade of a republic, we were a perfect colony, exemplary in economic, commercial, diplomatic, and political terms, and almost in cultural terms.

Our bourgeoisie was constantly looking towards the North: from there, they imported dreams, hopes, fetishes, models of life. They sent their children to study in the North, hoping that they would assimilate the admirable competitive spirit of the Yankee ‘winners’, their style, their unique and superior way of settling in this world and subjugating the ‘losers’.

This ‘vice-bourgeoisie’, as Roberto Fernández Retamar baptised them, were not limited to avidly consuming whatever product of the US cultural industry fell into their hands. Not only that – at the same time, they collaborated in disseminating the ‘American way of life’ in the Ibero-American sphere and kept part of the profits for themselves. Cuba was an effective cultural laboratory at the service of the Empire, conceived to multiply the exaltation of the Chosen Nation and its world domination. Cuban actresses and actors dubbed the most popular American television series into Spanish, which would later flood the continent. In fact, we were among the first countries in the region to have television in 1950. It seemed like a leap forward, towards so-called ‘progress’, but it turned out to be poisoned. Very commercial Cuban television programming functioned as a replica of the ‘made in the USA’ pseudo-culture , with soap operas, Major League and National League baseball games, competition and participation programmes copied from American reality shows, and constant advertising. In 1940, the magazine Selections of the Reader’s Digest , published by a company of the same name, began to appear in Spanish in Havana with all of its poison. This symbol of the idealisation of the Yankee model and the demonisation of the USSR and of any idea close to emancipation was translated and printed on the island and distributed from here to all of Latin America and Spain.

The very image of Cuba that was spread internationally was reduced to a tropical ‘paradise’ manufactured by the Yankee mafia and its Cuban accomplices. Drugs, gambling, and prostitution were all put at the service of VIP tourism from the North. Remember that the Las Vegas project had been designed for our country and failed because of the revolution.

Fanon spoke of the sad role of the ‘national bourgeoisie’ – already formally independent from colonialism – before the elites of the old metropolis, ‘who happen to be tour­ists enamoured of exoticism, hunting, and casinos’. He added:

We only have to look at what has happened in Latin America if we want proof of the way the ex-colonised bourgeoisie can be transformed into ‘party’ organiser. The casinos in Havana and Mexico City, the beaches of Rio, Copacabana, and Acapulco, the young Brazilian and Mexican girls, the thirteen-year-old mestizas, are the scars of this depravation of the national bourgeoisie. 1

Our bourgeoisie, submissive ‘party organisers’ of the Yankees, did everything possible for Cuba to be culturally absorbed by their masters during the neocolonial republic. However, there were three factors that slowed down this process: the work of intellectual minorities that defended, against all odds, the memory and values of the nation; the sowing of Martí’s principles and patriotism among teachers in Cuban public schools; and the resistance of our powerful, mestizo, haughty, and ungovernable popular culture, nurtured by the rich spiritual heritage of African origin.

In his speech ‘History Will Absolve Me’, Fidel listed the six main problems facing Cuba. Among them, he highlighted ‘the problem of education’ and referred to ‘comprehensive education reform’ as one of the most urgent missions that the future liberated republic would have to undertake. 2 Hence, the educational and cultural revolution began practically from the triumph of 1 January 1959. On the 29 th of that same month, summoned by Fidel, a first detachment of three hundred teachers alongside one hundred doctors and other professionals left for the Sierra Maestra to bring education and health to the most remote areas. Around those same days, Camilo and Che launched a campaign to eradicate illiteracy among the Rebel Army troops since more than 80% of the combatants were illiterate.

On 14 September, the former Columbia Military Camp was handed over to the Ministry of Education so that it could build a large school complex there. The promise of turning barracks into schools was beginning to be fulfilled, and sixty-nine military fortresses became educational centres. On 18 September, Law No. 561 was enacted, creating ten thousand classrooms and accrediting four thousand new teachers. The same year, cultural institutions of great importance were created: the Cuban Institute of Cinematographic Art and Industry (ICAIC), the National Publishing House, the Casa de las Américas, and the National Theatre of Cuba, which has a department of folklore and an unprejudiced and anti-racist vision unprecedented in the country. All of these new revolutionary institutions were oriented towards a decolonised understanding of Cuban and universal culture.

But 1961 was the key year in which a profound educational and cultural revolution began in Cuba. This was the year when Eisenhower ruptured diplomatic relations with our country. This was the year when our foreign minister, Raúl Roa, condemned ‘the policy of harassment, retaliation, aggression, subversion, isolation, and imminent attack by the US against the Cuban government and people’ at the UN. 3 This was the year of the Bay of Pigs invasion and the relentless fight against the armed gangs financed by the CIA. This was the year when the US government, with Kennedy already at the helm, intensified its offensive to suffocate Cuba economically and isolate it from Nuestra Am é rica – Our America – and from the entire Western world. 4 1961 was also the year when Fidel proclaimed the socialist character of the revolution on 16 April, the eve of the Bay of Pigs invasion, as Roa exposed the plan that was set to play out the following day. This is something that – considering the influence of the Cold War climate and the McCarthyite, anti-Soviet, and anti-communist crusade on the island – showed that the young revolutionary process had been shaping, at incredible speed, cultural hegemony around anti-imperialism, sovereignty, social justice, and the struggle to build a radically different country. But it was also the year of the epic of the literacy campaign; of the creation of the National School of Art Instructors; of Fidel’s meetings with intellectuals and his founding speech on our cultural policy, ‘Words to the Intellectuals’; of the birth of the National Union of Writers and Artists of Cuba (UNEAC) and the National Institute of Ethnology and Folklore. 5

In 1999 in Venezuela – almost four decades later – Fidel summed up his thinking regarding the cultural and educational component in any true revolutionary process: ‘A revolution can only be the child of culture and ideas’. 6 Even if it makes radical changes, even if it hands over land to the peasants and eliminates large estates, even if it builds houses for those who survive in unhealthy neighbourhoods, even if it puts public health at the service of all, even if it nationalises the country’s resources and defends its sovereignty, a revolution will never be complete or lasting if it does not give a decisive role to education and culture. It is necessary to change human beings’ conditions of material life, and it is necessary to simultaneously change the human being, their conscience, paradigms, and values.

For Fidel, culture was never something ornamental or a propaganda tool – a mistake commonly made throughout history by leaders of the left. Rather, he saw culture as a transformative energy of exceptional scope, which is intimately linked to conduct, to ethics, and is capable of decisively contributing to the ‘human improvement’ in which Martí had so much faith. But Fidel saw culture, above all, as the only imaginable way to achieve the full emancipation of the people: it is what offers them the possibility of defending their freedom, their memory, their origins, and of undoing the vast web of manipulations that limit the steps they take every day. The educated and free citizen who is at the centre of Martí’s and Fidel’s utopia must be prepared to fully understand the national and international environment and to decipher and circumvent the traps of the machinery of cultural domination.

In 1998, at the 6 th Congress of the UNEAC, Fidel focused on the topic ‘related to globalisation and culture’. So-called ‘neoliberal globalisation’, he said, is ‘the greatest threat to culture – not only ours, but the world’s’. He explained how we must defend our traditions, our heritage, our creation, against ‘imperialism’s most powerful instrument of domination’. And, he concluded, ‘everything is at stake here: national identity, homeland, social justice, revolution, everything is at stake. These are the battles we have to fight now’. 7 This is, of course, about ‘battles’ against cultural colonisation, against what Frei Betto calls ‘globo-colonisation’, against a wave that can liquidate our identity and the revolution itself.

Enrique Tábara (Ecuador), Coloquio de frívolos (‘Colloquium of the Frivolous’), 1982. Acrylic on canvas,140.5 x 140.5 cm.

Fidel was already convinced that, in education, in culture, in ideology, there are advances and setbacks. No conquest can be considered definitive. That is why he returns to the subject of culture in his shocking speech on 17 November 2005 at the University of Havana. 8 The media machinery, together with incessant commercial propaganda, Fidel warns us, come to generate ‘conditioned responses’. ‘The lie’, he says, ‘affects one’s knowledge’, but ‘the conditioned response affects the ability to think’. 9 In this way, Fidel continued, if the Empire says ‘Cuba is bad’, then ‘all the exploited people around the world, all the illiterate people, and all those who don’t receive medical care or education or have any guarantee of a job or of anything’ repeat that ‘the Cuban Revolution is bad’. 10 Hence, the diabolical sum of ignorance and manipulation engenders a pathetic creature: the poor right-winger, that unhappy person who gives his opinion and votes and supports his exploiters.

‘Without culture’, Fidel repeated, ‘no freedom is possible’. 11 We revolutionaries, according to him, are obliged to study, to inform ourselves, to nurture our critical thinking day by day. This cultural education, together with essential ethical values, will allow us to liberate ourselves definitively in a world where the enslavement of minds and consciences predominates. His call to ‘emancipat[e] ourselves by ourselves and with our own efforts’ is equivalent to saying that we must decolonise ourselves with our own efforts. 12 And culture is, of course, the main instrument of that decolonising process of self-learning and self-emancipation.

In Cuba, we are currently more contaminated by the symbols and fetishes of ‘globo-colonisation’ than we have been at other times in our revolutionary history. We must combat the tendency to underestimate these processes, and we must work in two fundamental directions: intentionally promoting genuine cultural options and fostering a critical view of the products of the hegemonic entertainment industry. It is essential to strengthen the effective coordination of institutions and organisations, communicators, teachers, instructors, intellectuals, artists, and other actors who contribute directly or indirectly to the cultural education of our people. All revolutionary forces of culture must work together more coherently. We must turn the meaning of anti-colonial into an instinct.

Introduction

In 1959, the Cuban revolutionary leader Haydee Santamaría (1923–1980) arrived at a cultural centre in the heart of Havana. This building, the revolutionaries decided, would be committed to promoting Latin American art and culture, eventually becoming a beacon for the progressive transformation of the hemisphere’s cultural world. Renamed Casa de las Américas (‘Home of the Americas’), it would become the heartbeat of cultural developments from Chile to Mexico. Art saturates the walls of the house, and in an adjacent building sits the massive archive of correspondence and drafts from the most significant writers of the past century. The art from Casa adorns this dossier. The current director of Casa, Abel Prieto – whose words open this dossier – is a novelist, a cultural critic, and a former minister of culture. His mandate is to stimulate discussion and debate in the country.

Over the course of the past decade, Cuba’s intellectuals have been gripped by the debate over decolonisation and culture. Since 1959, the Cuban revolutionary process has – at great cost – established the island’s political sovereignty and has struggled against centuries of poverty to cement its economic sovereignty. From 1959 onwards, under the leadership of the revolutionary forces, Cuba has sought to generate a cultural process that allows the island’s eleven million people to break with the cultural suffocation which is the legacy of both Spanish and US imperialism. Is Cuba, six decades since 1959, able to say that it is sovereign in cultural terms? The balance sheet suggests that the answer is complex since the onslaught of US cultural and intellectual production continues to hit the island like its annual hurricanes.

To that end, Casa de las Américas has been holding a series of encounters on the issue of decolonisation. In July 2022, Vijay Prashad, the director of Tricontinental: Institute for Social Research, delivered a lecture there that built upon the work being produced by the institute. Dossier no. 56, Ten Theses on Marxism and Decolonisation , draws from and expands upon the themes of that talk.

Antonio Seguí (Argentina), Untitled , 1965. Oil on canvas, 200 x 249 cm.

Thesis One: The End of History . The collapse of the USSR and the communist state system in Eastern Europe in 1991 came alongside a terrible debt crisis in the Global South that began with Mexico’s default in 1982. These two events – the demise of the USSR and the weakness of the Third World Project – were met with the onslaught of US imperialism and a US-driven globalisation project in the 1990s. For the left, this was a decade of weakness as our left-wing traditions and organisations experienced self-doubt and could not easily advance our clarities around the world. History had ended, said the ideologues of US imperialism, with the only possibility forward being the advance of the US project. The penalty inflicted upon the left by the surrender of Soviet leadership was heavy and led not only to the shutting down of many left parties, but also to the weakened confidence of millions of people with the clarities of Marxist thought.

Thesis Two: The Battle of Ideas . During the 1990s, Cuban President Fidel Castro called upon his fellow Cubans to engage in a ‘battle of ideas’, a phrase borrowed from The German Ideology (1846) by Karl Marx and Friedrich Engels. 1 What Castro meant by this phrase is that people of the left must not cower before the rising tide of neoliberal ideology but must confidently engage with the fact that neoliberalism is incapable of solving the basic dilemmas of humanity. For instance, neoliberalism has no answer to the obstinate fact of hunger: 7.9 billion people live on a planet with food enough for 15 billion, and yet roughly 3 billion people struggle to eat. This fact can only be addressed by socialism and not by the charity industry. 2 The Battle of Ideas refers to the struggle to prevent the conundrums of our time – and the solutions put forth to address them – from being defined by the bourgeoisie. Instead, the political forces for socialism must seek to offer an assessment and solutions far more realistic and credible. For instance, Castro spoke at the United Nations in 1979 with great feeling about the ideas of ‘human rights’ and ‘humanity’:

There is often talk of human rights, but it is also necessary to speak of the rights of humanity. Why should some people walk around barefoot so that others can travel in luxurious automobiles? Why should some live for 35 years so that others can live for 70? Why should some be miserably poor so that others can be overly rich? I speak in the name of the children in the world who do not have a piece of bread. I speak in the name of the sick who do not have medicine. I speak on behalf of those whose right to life and human dignity has been denied. 3

When Castro returned to the Battle of Ideas in the 1990s, the left was confronted by two related tendencies that continue to create ideological problems in our time:

• Post-Marxism. An idea flourished that Marxism was too focused on ‘grand narratives’ (such as the importance of transcending capitalism for socialism) and that fragmentary stories would be more precise for understanding the world. The struggles of the working class and peasantry to gain power in society and over state institutions were seen as just another false ‘grand narrative’, whereas the fragmented politics of the non-governmental organisations were seen as more feasible. The retreat from power into service delivery and into a politics of reform was made in the name of going beyond Marx. But this argument – to go beyond Marx – was really, as the late Aijaz Ahmad pointed out, an argument to return to the period before Marx, to neglect the facts of historical materialism and the zig-zag possibility of building socialism as the historical negation of capitalist brutality and decadence. Post-Marxism was a return to idealism and to perfectionism.
•   Post-colonialism . Sections of the left began to argue that the impact of colonialism was so great that no amount of transformation would be possible, and that the only answer to what could come after colonialism was a return to the past. They treated the past, as the Marxist José Carlos Mariátegui argued in 1928 about the idea of indigenism, as a destination and not as a resource. Several strands of post-colonial theory developed, some of them offering genuine insights often drawn from the best texts of patriotic intellectuals of the new post-colonial nations and of the national liberation revolutionary tradition (anchored by writers such as Frantz Fanon). By the 1990s, the post-colonial tradition, which had previously been committed to revolutionary change in the Third World, was now swept up in North Atlantic university currents that favoured revolutionary impossibility. Afro-pessimism, one part of this new tradition, suggested – in its most extreme version – a desolate landscape of ‘social death’ for people of African descent, with no possibility of change. Decolonial thought or decolonialidad trapped itself by European thought, accepting the claim that many human concepts – such as democracy – are defined by the colonial ‘matrix of power’ or ‘matrix of modernity’. The texts of decolonial thought returned again and again to European thought, unable to produce a tradition that was rooted in the anti-colonial struggles of our time. The necessity of change was suspended in these variants of post-colonialism.

The only real decolonisation is anti-imperialism and anti-capitalism. You cannot decolonise your mind unless you also decolonise the conditions of social production that reinforce the colonial mentality. Post-Marxism ignores the fact of social production as well as the need to build social wealth that must be socialised. Afro-pessimism suggests that such a task cannot be accomplished because of permanent racism. Decolonial thought goes beyond Afro-pessimism but cannot go beyond post-Marxism, failing to see the necessity of decolonising the conditions of social production.

Antonio Martorell (Puerto Rico), Silla (‘Chair’), n.d., edition unknown. Woodcut. 100 x 62 cm.

Thesis Three: A Failure of Imagination. In the period from 1991 to the early 2000s, the broad tradition of national liberation Marxism felt flattened, unable to answer the doubts sown by post-Marxism and post-colonial theory. This tradition of Marxism no longer had the kind of institutional support provided in an earlier period, when revolutionary movements and Third World governments assisted each other and when even the United Nations’ institutions worked to advance some of these ideas. Platforms that developed to germinate left forms of internationalism – such as the World Social Forum – seemed to be unwilling to be clear about the intentions of peoples’ movements. The slogan of the World Social Forum, for instance, was ‘another world is possible’, which is a weak statement, since that other world could just as well be defined by fascism. There was little appetite to advance a slogan of precision, such as ‘socialism is necessary’.

One of the great maladies of post-Marxist thought – which derived much of its ammunition from forms of anarchism – has been the purist anxiety about state power. Instead of using the limitations of state power to argue for better management of the state, post-Marxist thought has argued against any attempt to secure power over the state. This is an argument made from privilege by those who do not have to suffer the obstinate facts of hunger and illiteracy, who claim that small-scale forms of mutual aid or charity are not ‘authoritarian’, like state projects to eradicate hunger. This is an argument of purity that ends up renouncing any possibility of abolishing the obstinate facts of hunger and other assaults on human dignity and well-being. In the poorer countries, where small-scale forms of charity and mutual aid have a negligible impact on the enormous challenges before society, nothing less than the seizure of state power and the use of that power to fundamentally eradicate the obstinate facts of inequality and wretchedness is warranted.

To approach the question of socialism requires close consideration of the political forces that must be amassed in order to contest the bourgeoisie for ideological hegemony and for control over the state. These forces experienced a pivotal setback when neoliberal globalisation reorganised production along a global assembly line beginning in the 1970s, fragmenting industrial production across the globe. This weakened trade unions in the most important, high-density sectors and invalidated nationalisation as a possible strategy to build proletarian power. Disorganised, without unions, and with long commute times and workdays, the entire international working class found itself in a situation of precariousness. 4 The International Labour Organisation refers to this sector as the precariat – the precarious proletariat. Disorganised forces of the working class and the peasantry, of the unemployed and the barely employed, find it virtually impossible to build the kind of theory and confidence out of their struggles needed to directly confront the forces of capital.

One of the key lessons for working-class and peasant movements comes from the struggles being incubated in India. For the past decade, there have been general strikes that have included up to 300 million workers annually. In 2020–2021, millions of farmers went on a year-long strike that forced the government to retreat from its new laws to uberise agricultural work. How were the farmers’ movement and the trade union movement able to do this in a context in which there is very low union density and over 90% of the workers are in the informal sector? 5 Because of the fights led by informal workers – primarily women workers in the care sector – trade unions began to take up the issues of informal workers – again, mainly women workers – as issues of the entire trade union movement over the course of the past two decades. Fights for permanency of tenure, proper wage contracts, dignity for women workers, and so on produced a strong unity between all the different fractions of workers. The main struggles that we have seen in India are led by these informal workers, whose militancy is now channelled through the organised power of the trade union structures. More than half of the global workforce is made up of women – women who do not see issues that pertain to them as women’s issues , but as issues that all workers must fight for and win. This is much the same for issues pertaining to workers’ dignity along the lines of race, caste, and other social distinctions. Furthermore, unions have been taking up issues that impact social life and community welfare outside of the workplace, arguing for the right to water, sewage connections, education for children, and to be free from intolerance of all kinds. These ‘community’ struggles are an integral part of workers’ and peasants’ lives; by entering them, unions are rooting themselves in the project of rescuing collective life, building the social fabric necessary for the advance towards socialism.

Alirio Palacios (Venezuela), Muro público (‘Public Wall’), 1978. Oil on canvas, 180 x 200 cm.

Thesis Four: Return to the Source . It is time to recover and return to the best of the national liberation Marxist tradition. This tradition has its origins in Marxism-Leninism, one that was always widened and deepened by the struggles of hundreds of millions of workers and peasants in the poorer nations. The theories of these struggles were elaborated by people such as José Carlos Mariátegui, Ho Chi Minh, EMS Namboodiripad, Claudia Jones, and Fidel Castro. There are two core aspects to this tradition:

• From the words ‘national liberation’, we get the key concept of sovereignty . The territory of a nation or a region must be sovereign against imperialist domination.
• From the tradition of Marxism, we get the key concept of dignity . The fight for dignity implies a fight against the degradation of the wage system and against the old, wretched, inherited social hierarchies (including along the lines of race, gender, sexual orientation, and so on).

Thesis Five: ‘Slightly Stretched’ Marxism . Marxism entered the anti-colonial struggles not through Marx directly, but more accurately through the important developments that Vladimir Lenin and the Communist International made to the Marxist tradition. When Fanon said that Marxism was ‘slightly stretched’ when it went out of its European context, it was this stretching that he had in mind. 6 Five key elements define the character of this ‘slightly stretched’ Marxism across a broad range of political forces:

• It was clear to the early Marxists that liberalism would not solve the dilemmas of humanity, the obstinate facts of life under capitalism (such as hunger and ill-health). Not one capitalist state project put the solution to these dilemmas at the heart of its work, leaving it instead to the charity industry. The capitalist state projects pushed the idea of ‘human rights’ to abstraction; Marxists, on the other hand, recognised that only if these dilemmas are transcended can human rights be established in the world.
• The modern form of industrial production is the precondition for this transcendence because only it can generate sufficient social wealth that can be socialised. Colonialism did not permit the development of productive forces in the colonised world, thereby making it impossible to create sufficient social wealth in the colonies to transcend these dilemmas.
• The socialist project in the colonies had to fight against colonialism (and, therefore, for sovereignty) as well as capitalism and its social hierarchies (and, therefore, for dignity). These remain the two key aspects of national liberation Marxism.
• Due to the lack of development of industrial capitalism in the colonies, and therefore of a large enough number of industrial workers (the proletariat), the peasantry and agricultural workers had to be a key part of the historical bloc of socialism.
• It is important to register that socialist revolutions took place in the poorer parts of the world – Russia, Vietnam, China, Cuba – and not in the richer parts, where the productive forces had been better developed. The dual task of the revolutionary forces in poorer states that had won independence and instituted left governments was to build the productive forces and to socialise the means of production. The governments in these countries, shaped and supported by public action, had a historical mission far more complex than anything envisaged by the first generation of Marxists. A new, boundless Marxism emerged from these places, where an experimental attitude towards socialist construction emerged. However, many of these developments in socialist construction were not elaborated into theory, which meant that the theoretical tradition of national liberation Marxism was not fully available to contest both the post-Marxist and post-colonial assault on socialist praxis in the Third World.

Thesis Six: Dilemmas of Humanity . Reports come regularly about the terrible situation facing the world, from hunger and illiteracy to the ever more frequent outcomes of the climate catastrophe. Social wealth that could be spent to address these deep dilemmas of humanity is squandered on weapons and tax havens. The United Nations’ 17 Sustainable Development Goals (SDGs) to end hunger and promote peace would require an infusion of $4.2 trillion per year, but, as it stands, an infinitesimal fraction of this amount is spent to address these goals. 7 With the pandemic and galloping inflation, even less money will go towards SDGs, and benchmarks measuring human well-being, sovereignty, and dignity will slip further and further away. Hunger, the greatest dilemma of humanity, is no longer within sight of being eradicated (except in China, where absolute poverty was ended in 2021). 8 It is estimated that around 3 billion people now struggle with various forms of daily hunger. 9

Take the case of Zambia and the fourth SDG to eradicate illiteracy, for example. Approximately 60% of the children in classes 1 to 4 in the Copperbelt cannot read. 10 This is a region that produces much of the world’s copper, which is essential to our electronics. The parents of these children bring the copper to the world market, but their children cannot read. Neither post-Marxism nor post-colonialism addresses the fact of illiteracy or these parents’ determination for their children to be able to read. The theory of national liberation Marxism, rooted in sovereignty and dignity, however, does address these questions: it demands that Zambia control copper production and receive higher royalty payments (sovereignty), and it demands that the Zambian working class take a greater share of the surplus value (dignity). Greater sovereignty and dignity are pathways to address the dilemmas facing humanity. But rather than spend social wealth on these elementary advances, those who own property and exercise privilege and power spend over $2 trillion per year on weapons and many trillions on security forces (from the military to the police). 11

Hervé Télémaque (Haiti), Fait divers , 1962. Oil on canvas, 130 x 195 cm.

Thesis Seven: The Rationality of Racism and Patriarchy. It is important to note that, under the conditions of capitalism, the structures of racism and patriarchy remain rational. Why is this the case? In Capital (1867), Marx detailed two forms for the extraction of surplus value and hinted at a third form. The first two forms (absolute surplus value and relative surplus value) were described and analysed in detail, pointing out how the theft of time over the course of the working day extracts absolute surplus value from the waged worker and how productivity gains both shorten the time needed for workers to produce their wages and increase the amount of surplus produced by them (relative surplus value). Marx also suggested a third form of extraction, writing that, in some situations, workers are paid less than would be justified by any civilised understanding of wages at that historical juncture. He noted that capitalists try to push ‘the wage of the worker down below the value of his labour power’, but he did not discuss this form further because of the importance for his analysis that labour power must be bought and sold at full value. 12

This third consideration, which we call super-exploitation, is not immaterial for our analysis since it is central to the discussion of imperialism. How are the suppression of wages and the refusal to increase royalty payments for raw material extraction justified? By a colonial argument that, in certain parts of the world, people have lower expectations for life and therefore their social development can be neglected. This colonial argument applies equally to the theft of wages from women who perform care work, which is either unpaid or grossly underpaid on the grounds that it is ‘women’s work’. 13 A socialist project is not trapped by the structures of racism and patriarchy since it does not require these structures to increase the capitalist’s share of surplus value. However, the existence of these structures over centuries, deepened by the capitalist system, has created habits that are difficult to overturn merely by legislation. For that reason, a political, cultural, and ideological struggle must be waged against the structures of racism and patriarchy and must be treated with as much importance as the class struggle.

Thesis Eight: Rescue Collective Life . Neoliberal globalisation vanquished the sense of collective life and deepened the despair of atomisation through two connected processes:

• by weakening the trade union movement and the socialistic possibilities that come within the public action and workplace struggle rooted in trade unionism.
• by substituting the idea of the citizen with the idea of the consumer – in other words, the idea that human beings are principally consumers of goods and services, and that human subjectivity can be best appreciated through a desire for things.

The breakdown of social collectivity and the rise of consumerism harden despair, which morphs into various kinds of retreat. Two examples of this are: a) a retreat into family networks that cannot sustain the pressures placed upon them by the withdrawal of social services, the increasing burden of care work on the family, and ever longer commute times and workdays; b) a move towards forms of social toxicity through avenues such as religion or xenophobia. Though these avenues provide opportunities to organise collective life, they are organised not for human advancement, but for the narrowing of social possibility.

How does one rescue collective life? Forms of public action rooted in social relief and cultural joy are an essential antidote to this bleakness. Imagine days of public action rooted in left traditions taking place each week and each month, drawing more and more people to carry out activities together that rescue collective life. One such activity is Red Books Day, which was inaugurated on 21 February 2020 by the International Union of Left Publishers, the same day that Marx and Engels published The Communist Manifesto in 1848. In 2020, the first Red Books Day, a few hundred thousand people around the world went into public places and read the manifesto in their different languages, from Korean to Spanish. In 2021, due to the pandemic, most of the events went online and we cannot really say how many people participated in Red Books Day, but, in 2022, nearly three-quarters of a million people joined in the various activities.

Part of rescuing collective life was vividly displayed during the pandemic when trade unions, youth organisations, women’s organisations, and student unions took to the public domain in Kerala (India) to build sinks, sew masks, establish community kitchens, deliver food, and conduct house-to-house surveys so that each person’s needs could be taken into account. 14

Antonio Berni (Argentina), Juanito Laguna , n.d. Painted wood and metal collage (triptych), 220 x 300 cm.

Thesis Nine: The Battle of Emotions . Fidel Castro provoked a debate in the 1990s around the concept of the Battle of Ideas, the class struggle in thought against the banalities of neoliberal conceptions of human life. A key part of Fidel’s speeches from this period was not just what he said but how he said it, each word suffused with the great compassion of a man committed to the liberation of humanity from the tentacles of property, privilege, and power. In fact, the Battle of Ideas was not merely about the ideas themselves, but also about a ‘battle of emotions’, an attempt to shift the palate of emotions from a fixation on greed to considerations of empathy and hope.

One of the true challenges of our time is the bourgeoisie’s use of the culture industries and the institutions of education and faith to divert attention away from any substantial discussion about real problems – and about finding common solutions to social dilemmas – and towards an obsession with fantasy problems. In 1935, the Marxist philosopher Ernst Bloch called this the ‘swindle of fulfilment’, the seeding of a range of fantasies to mask their impossible realisation. The benefit of social production, Bloch wrote, ‘is reaped by the big capitalist upper stratum, which employs gothic dreams against proletarian realities’. 15 The entertainment industry erodes proletarian culture with the acid of aspirations that cannot be fulfilled under the capitalist system. But these aspirations are enough to weaken any working-class project.

A degraded society under capitalism produces a social life that is suffused with atomisation and alienation, desolation and fear, anger and hate, resentment and failure. These are ugly emotions that are shaped and promoted by the culture industries (‘you can have it too!’), educational establishments (‘greed is the prime mover’), and neo-fascists (‘hate immigrants, sexual minorities, and anyone else who denies you your dreams’). The grip of these emotions on society is almost absolute, and the rise of neo-fascists is premised upon this fact. Meaning feels emptied, perhaps the result of a society of spectacles that has now run its course.

From a Marxist perspective, culture is not seen as an isolated and timeless aspect of human reality, nor are emotions seen as a world of their own or as being outside of the developments of history. Since human experiences are defined by the conditions of material life, ideas of fate will linger on as long as poverty is a feature of human life. If poverty is transcended, then fatalism will have a less secure ideological foundation, but it does not automatically get displaced. Cultures are contradictory, bringing together a range of elements in uneven ways out of the social fabric of an unequal society that oscillates between reproducing class hierarchy and resisting elements of social hierarchy. Dominant ideologies suffuse culture through the tentacles of ideological apparatuses like a tidal wave, overwhelming the actual experiences of the working class and the peasantry. It is, after all, through class struggle and through the new social formations created by socialist projects that new cultures will be created – not merely by wishful thinking.

Tilsa Tsuchiya (Peru), Pintura N° 1 (‘Painting N° 1’), 1972. Oil on canvas, 90 x 122 cm.

It is important to recall that, in the early years of each of the revolutionary processes – from Russia in 1917 to Cuba in 1959 – cultural efflorescence was saturated with the emotions of joy and possibility, of intense creativity and experimentation. It is this sensibility that offers a window into something other than the ghoulish emotions of greed and hatred.

Thesis Ten: Dare to Imagine the Future . One of the enduring myths of the post-Soviet era is that there is no possibility of a post-capitalist future. This myth came to us from within the triumphalist US intellectual class, whose ‘end of history’ sensibility helped to strengthen orthodoxy in such fields as economics and political theory, preventing open discussions about post-capitalism. Even when orthodox economics could not explain the prevalence of crises, including the total economic collapse in 2007–08, the field itself retained its legitimacy. These myths were made popular by Hollywood films and television shows, where disaster and dystopian films suggested planetary destruction rather than socialist transformation. It is easier to imagine the end of the earth than a socialist world.

During the economic collapse, the phrase ‘too big to fail’ settled on the public consciousness, reinforcing the eternal nature of capitalism and the dangers of even trying to shake its foundations. The system stood at a standstill. Austerity growled at the precarious. Small businesses crumpled for lack of credit. And yet, there was no mass consideration of going beyond capitalism. World revolution was not seen on the immediate horizon. This partial reality suffocated so much hope in the possibility of going beyond this system, a system – too big to fail – that now seems eternal. Our traditions argue against pessimism, making the point that hope must structure our interventions from start to finish. But what is the material basis for this hope? This basis can be found on three levels:

• The obstinate facts of hunger and illiteracy, houselessness and indignity, cannot be made invisible. Neither will those who are denied their basic rights be silenced, nor will their material conditions disappear if these obstinate facts are not addressed. Desolation and anger are the products of this denial.
• Massive advances in global production – both in agriculture and industry as well as in the service sector – have enabled us to imagine a world that transcends necessity and opens the door to freedom. One cannot be free simply by a legal edict. Freedom requires that the obstinate facts of life under capitalism be transcended. For decades, we have lived in a world with the capacity to meet the needs of humanity.
• These massive advances in global production took place not only because of improvements in science and technology, but decisively because of the socialisation of labour. What is known as globalisation sees the entire process from the standpoint of capital and increased returns to scale. What it does not acknowledge is that these massive advances in global production took place because workers now labour with each other across oceans and that this socialisation of labour demonstrates the integration of the international working class. This socialisation of labour runs against the narrow, suffocating boundaries of private property, which hold back further advances for its own petty gains. The clash between the socialisation of labour and private property deepens the struggles to socialise property – the basis for modern socialism – as Marx predicted.

Capitalism has already failed. It cannot address the basic questions of our times, these obstinate facts – such as hunger and illiteracy – that stare us in the face. It is not enough to be alive. One must be able to live and to flourish. That is the mood that demands a revolutionary transformation.

We need to recover our tradition of national liberation Marxism but also elaborate the theory of our tradition from the work of our movements. We need to draw more attention to the theories of Ho Chi Minh and Fidel, EMS Namboodiripad and Claudia Jones. They did not only do , but they also produced innovative theories. These theories need to be developed and tested in our own contemporary reality, building our Marxism not out of the classics alone – which are useful – but out of the facts of our present. Lenin’s ‘concrete analysis of the concrete conditions’ requires close attention to the concrete, the real, the historical facts. We need more factual assessments of our times, a closer rendition of contemporary imperialism that is imposing its military and political might to prevent the necessity of a socialist world. This is precisely the agenda of Tricontinental: Institute for Social Research, of the almost thirty research institutes with which we work closely through the Network of Research Institute, and of the more than 200 political movements whose mass lines inform the development of Tricontinental’s research agenda through the International Peoples’ Assembly.

Certainly, socialism is not going to appear magically. It must be fought for and built, our struggles deepened, our social connections tightened, our cultures enriched. Now is the time for a united front, to bring together the working class and the peasantry as well as allied classes, to increase the confidence of workers, and to clarify our theory. To unite the working class and the peasantry as well as allied classes requires the unity of all left and progressive forces. Our divides in this time of great danger must not be central; our unity is essential. Humanity demands it.

Osmond Watson (Jamaica), Spirit of Festival , 1972. Watercolor and varnished oil on paper, 104 x 78 cm.

1 Frantz Fanon, The Wretched of the Earth (New York: Grove Press, 2004), 101. 2 Fidel Castro, La historia me absolverá [History Will Absolve Me] (Havana: Editorial de Ciencias Sociales, 2007). 3 Raúl Roa, ‘Fundamentos, cargos y pruebas de la denuncia de Cuba’, In  Raúl Roa: Canciller de la dignidad  (La Habana: Ediciones Políticas, 1986 [1961]).

4 Translator’s note: Nuestra América is a concept stemming from Cuban national hero Jose Martí’s 1891 essay on Latin American nationalism calling for unity among nations to foment a Pan-Latin American identity opposed to the cultural values of Europe and the United States.

5 Fidel Castro, ‘Word to the Intellectuals’, Speech at the conclusion of meetings with Cuban intellectuals held at the National Library on 16, 23, and 30 June 1961, http://www.fidelcastro.cu/es/audio/palabras-los-intelectuales.

6 Fidel Castro, A Revolution Can Only Be the Child of Culture and Ideas (Havana: Editora Política, 1999), http://www.fidelcastro.cu/en/libros/revolution-can-only-be-child-culture-and-ideas.

7 Abel Prieto, ‘Sin cultura no hay libertad posible’. Notas sobre las ideas de Fidel en torno a la cultura’ [‘Without Culture There Is No Possible Freedom’: Notes on Fidel’s Ideas About Culture], La Ventana , 12 August 2021, http://laventana.casa.cult.cu/index.php/2022/08/12/sin-cultura-no-hay-libertad-posible-notas-sobre-las-ideas-de-fidel-en-torno-a-la-cultura/.

8 Fidel Castro, Speech delivered at the Commemoration of the 60 th Anniversary of his admission to University of Havana, Aula Magna, University of Havana, 17 November 2005, http://www.fidelcastro.cu/en/discursos/speech-delivered-commemoration-60th-anniversary-his-admission-university-havana-aula-magna.

9 Today, with the use of social networks in electoral campaigns and in subversive projects, this very acute observation by Fidel about ‘conditioned responses’ carries significant weight.

10 Castro, Speech at the Commemoration of the 60 th Anniversary of his admission to University of Havana.

11 Fidel Castro, ‘Without Culture There Is No Freedom Possible’, Key address at the opening ceremony of the 18 th Havana International Ballet Festival, 19 October 2002, http://www.fidelcastro.cu/en/fragmento-portada/october-19-2002-0.

12 Fidel Castro, ‘Concept of Revolution’, Speech at the mass rally on International Workers’ Day at Revolution Square, 1 May 2000, http://www.cuba.cu/gobierno/discursos/2000/ing/f010500i.html.

1 Karl Marx and Friedrich Engels, The German Ideology (Moscow: Progress Publishers, 1968), 38. 2 Food and Agriculture Organisation, Building a Common Vision for Sustainable Food and Agriculture. Principles and Approaches (Rome: FAO, 2014); FAO, IFAD, UNICEF, WFP and WHO, The State of Food Security and Nutrition in the World 2022 : Repurposing Food and Agricultural Policies To Make Healthy Diets More Affordable (Rome: FAO, 2022), vi. 3 Fidel Castro, Statement at the UN General Assembly, in capacity of NAM President, 12 October 1979, https://misiones.cubaminrex.cu/en/articulo/fidel-castro-human-rights-statement-un-general-assembly-capacity-nam-president-12-october .

4 Tricontinental: Institute for Social Research, In the Ruins of the Present , working document no. 1, 1 March 2018, https://thetricontinental.org/working-document-1/ .

5 Govindan Raveendran and Joann Vanek, ‘Informal Workers in India: A Statistical Profile’, Statistical Brief 24 (Women in Informal Employment: Globalising and Organising, August 2020), 1; Tricontinental: Institute for Social Research,  The Farmers’ Revolt in India , dossier 41, 14 June 2021, https://thetricontinental.org/dossier-41-india-agriculture/.

6 Frantz Fanon, The Wretched of the Earth , trans. Richard Philcox (New York: Grove Press), 5.

7 Organisation for Economic Cooperation and Development, ‘Global Outlook on Financing for Sustainable Development 2021’, 9 November 2020, https://www.oecd.org/newsroom/covid-19-crisis-threatens-sustainable-development-goals-financing.htm .

8 Tricontinental: Institute for Social Research,  Serve the People: The Eradication of Extreme Poverty in China , 23 July 2021,  https://thetricontinental.org/studies-1-socialist-construction/ .

9 FAO et al., The State of Food Security , vi.

10 Lusaka Times, ‘Over 60% Copperbelt Province Lower Primary Pupils Can’t Read and Write – PEO’, Lusaka Times , 18 January 2018, https://www.lusakatimes.com/2018/01/27/60-copperbelt-province-lower-primary-pupils-cant-read-write-peo/ .

11 Stockholm International Peace Research Institute, ‘World Military Expenditure Passes $2 Trillion for First Time’, SIPRI , 25 April 2022, https://www.sipri.org/media/press-release/2022/world-military-expenditure-passes-2-trillion-first-time .

12 Karl Marx, Capital: A Critique of Political Economy – Volume I , trans. Ben Fowkes (London: Penguin Books, 2004), 670.

13 Tricontinental: Institute for Social Research, Uncovering the Crisis: Care Work in the Time of Coronavirus , dossier no. 38, 7 March 2021, https://thetricontinental.org/dossier-38-carework/ .

14 Tricontinental: Institute for Social Research, CoronaShock and Socialism , CoronaShock no. 3, https://thetricontinental.org/wp-content/uploads/2020/07/20200701_Coronashock-3_EN_Web.pdf .

15  Ernst Bloch, Heritage of Our Times , trans. Neville and Stephen Plaice (Berkeley; Los Angeles: University of California Press, 1991), 103.

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12.2: The Marxist Solution

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• Page ID 162203

• Nathan Smith et al.

Learning Objectives

By the end of this section, you will be able to:

• Explain the dialectic method.
• Contrast the Hegelian and Marxian concepts of dialectic.
• Outline the stages of Marx’s proletariat revolution.
• Describe how Maoism reframed Marxism as an anti-imperialist revolution.

Unlike Enlightenment social theory, Marxist theories did not try to solve specific social problems that arose from industrialization and urbanization. Rather, they advocated removing the economic system that they felt caused these problems—capitalism. When German philosophers Karl Marx and Frederick Engels published The Communist Manifesto in 1848, they made a prediction: the workers would overthrow capitalism in the most advanced industrial nation, England. The natural forces of history, they argued, made this revolution inevitable. They derived their views of these historical forces from the work of German philosopher Georg Wilhelm Friedrich Hegel (1770–1831) on the dialectic method .

Hegel’s Dialectic Method

Hegel argued that history itself was the movement created by the interaction between a thesis (an original state) and a force countering that original state (antithesis), resulting in a new and higher state (synthesis). This dialectic can be likened to a grade report: based on the original grades (the thesis), a student will ideally reflect on their performance and address areas of weakness (antithesis) to ultimately arrive at a higher understanding of the topics under study (synthesis).

Hegel argued that in various eras of history, Absolute Spirit—which might be understood in many ways, including God or the collective human consciousness—confronts its own essence and transitions to a higher state. Hegel saw this most clearly in the life of Jesus and the birth of Christianity. Hegel presents Jesus as a rational philosopher who reflects on and confronts Judaism—antithesis challenging thesis. The resurrection of Jesus following his crucifixion symbolizes an awakened consciousness both in the individual of Jesus and in humanity. Within this framework, the birth of Christianity following Jesus’s resurrection is viewed as the synthesis, the higher state (Dale 2006).

Marx’s Dialectical Materialism and the Proletariat Revolution

In contrast to Hegel’s idealistic dialectic, Karl Marx (1818–1883) proposed a view of the dialectic called dialectical materialism . Dialectical materialism identities the contradictions within material, real-world phenomena as the driving force of change. Most important to Marx were the economic conflicts between social classes. The Communist Manifesto , written by Marx and his collaborator Friedrich Engels (1820–1895) states, “The history of all hitherto existing society is the history of class struggles” (Marx and Engels [1969] 2000, ch. 1). Marx and Engels note that in every epoch of history (as understood at the time) society has been divided into social orders and that tensions between these social orders determine the direction of history, rather than the realization of any abstract ideals. Specifically, they identified the colonization of the Americas and the rise of trade with India and China as the revolutionary forces that created and enriched the bourgeois class, ultimately resulting in the death of feudalism. Similarly, Marx regarded the clash of economic interests between the bourgeoisie (owners of the means of production) and the proletariat (workers) as the contradiction that would bring down capitalism and give rise to a classless society (Marx and Engels [1969] 2000).

Connections

For a deeper dive into Marx’s views, visit the chapter on political philosophy .

Marx laid out a detailed plan for how the proletariat revolution would occur. Marx proposed the concept of surplus value as a contradictory force within capitalism. Surplus value was the profit the capitalists made above and beyond the wages of the workers. This profit strengthens the capitalists’ monetarily and so gives them more power over the workers and a greater ability to exploit them. Marx viewed this surplus value as a key part of the “economic law of motion of modern society” that would inevitably lead to revolution (Marx [1954] 1999).

Despite there being competition among workers for jobs, Marx believed that conflict with their employers would bind them. As capitalism advanced, the workers would form into a class of proletariats, which would then form trade unions and political parties to represent its interests. As the revolution advanced, the most resolute members of the working-class political parties, those with the clearest understanding of the movement, would establish the communist party. The proletariat, led by the communists, would then “wrest, by degree, all capital from the bourgeoisie, to centralize all instruments of production in the hands of the State” (Marx and Engels [1969] 2000, ch. 2). The communist party would need to rule society as “the dictatorship of the proletariat” and enact reforms that would lead to a classless society.

These developments did, in fact, materialize—but in Russia, not in England, as Marx had predicted. Marx had expected the revolution to begin in England, since it was the most industrial society, and to spread to other nations as their capitalist economies advanced to the same degree. The unfolding of actual events in a way contrary to Marx’s predictions led Marxists and others to doubt the reliability of Marx’s system of dialectical materialism. This doubt was compounded by the realizations that the Russian communist party was responsible for killing millions of farmers and dissidents and that some working-class parties and unions were turning to fascism as an alternative to communism. By the early to mid-20th century, opponents of the capitalist system were questioning orthodox Marxism as a method of realizing the ideal of a government by the working class.

Think Like A Philosopher

Watch “ Karl Marx on Alienation ” from the series A History of Ideas . The video examines Marx’s claim that the alienation and oppression created by capitalism would fuel revolution in the working class. He called for the workers to revolt, as “they had nothing to lose but their chains.”

• Was Marx wrong about the marginalization occurring within and through a capitalistic economy? Using at least one credible source, offer an argument (based on your source) that either supports or refutes his claim. Does your argument resonate with your lived experience?
• Where was or is the revolution? Should we dismiss Marx (or at least his claim that alienation occurs through the oppression rendered by privately owned means of production) given the absence of a global revolution?

Revolutionary Movements of the 20th Century

During the first two decades of the 20th century, revolutions swept across the globe. Contrary to Marx’s prediction, these did not occur in the most industrialized countries. Rather, the Ottoman Empire (in Turkey), the Russian Empire, and the Chinese empire all fell to coalitions of different groups, including advocates for representative government who embraced Enlightenment philosophies, socialists and communists implementing their versions of Marxism, and factions within the military that sought to empower their nations through modernization.

Lenin’s Imperialism

In 1917, Russian revolutionary leader and Marxist theorist Vladimir Lenin (1870–1924) published a pamphlet proposing to explain why communist revolutions were not occurring in the most advanced industrialized capitalist economies. Lenin suggested that capitalism had morphed into imperialism. Rather than continuing to squeeze their own working classes at home for profits, large national monopolies had gained access to both cheap raw material and labor and new markets in Africa, Asia, and South America. The result, Lenin argued, is that communist revolutions will take place in these subjugated nations rather than in the most industrialized countries (Lenin [1963] 2005).

Mao’s Reframing

The military losses of the once-great Chinese empire to imperialist invasions over the course of the 19th and early 20th centuries and the resulting humiliations played a major role in the Chinese revolution of 1911. Imperialist Japan’s conquering of northern China provoked an on-and-off military alliance between Chinese democratic reformers and the Chinese Communist Party, led by Mao Zedong (1893–1976), that eventually deteriorated into civil war. Adopting Lenin and his predecessors’ views of imperialism, Mao reframed the Marxist revolution. Imperialist nations represented capitalists and the semifeudal, colonial, and semicolonial states that they subjugated represented the proletariat. The Chinese revolution, Mao argued, was part of a global revolution against capitalism that would see subjugated nations throw off imperialist chains and establish Marx’s vision (Mao [1966] 2004).

Mao’s reframing of the Marxist revolution has profoundly impacted the course of history. Anti-imperialist, socialist groups in Africa, Asia, and South America helped their countries achieve independence. Often displacing other nationalist groups that supported revolution, they succeeded at one period in establishing a large network of small socialist states. Today, as workers in industrialized nations have failed to embrace communism, Marxists largely envision their battle to be against what they view as modern-day imperialist nations.

Unlike Russia and industrialized nations, China lacked an organized working class that might provide the Communist Party with the numbers and material support needed to launch a revolution. As a result, Mao addressed his rhetoric not only to the proletariat proper but to the peasantry as well. He defined a different class struggle—one between the peasants and the landlord class. “The ruthless economic exploitation and political oppression of the peasants by the landlord class forced them into numerous uprisings against its rule,” Mao noted in the Little Red Book—a selection of Mao’s quotes first published in 1964 that all individuals were strongly encouraged to own and study (Mao [1966] 2000, ch. 2). Mao extended the revolutionary class even further to include members of the intelligentsia and the petty bourgeoisie, a term describing those managing small-scale commercial undertakings. Mao urged all these people to join the peasants and the proletariat and become “saviors of the people” by ousting the Japanese imperialists and establishing a new democracy based on Marxist principles. Mao even extended membership in the revolutionary class to members of the bourgeoisie who held strong nationalist, anti-imperialist views: “Being a bourgeoisie in a colonial and semi-colonial country and oppressed by imperialism, the Chinese national bourgeoisie retains a certain revolutionary quality” (Mao [1966] 2004, § 5).

Mao’s reframing of the proletariat afforded Marxist movements far greater flexibility in choosing supporters and defining their enemies. Like Mao’s reenvisioning of the Marxist revolution, this shift enabled the spread of Marxism within the less-industrialized world.

Cultural Revolution and Reeducation

Mao identified the transformation of China from a feudal monarchy to a representative democratic system to a Marxist democracy as a series of cultural revolutions. Despite Mao’s highly inclusive definition of the revolutionary element, he strongly emphasized the primacy of the proletariat and the Communist Party. In discussing the new democracy, Mao explained, “This culture can be led only by the culture and ideology of the proletariat, by the ideology of communism, and not by the culture and ideology of any other class” (Mao [1966] 2004, § 12). Mao had galvanized the support of many groups to win control of China. Now, Mao needed a mechanism to maintain the primacy of the Communist Party and communist control of the nation once imperialist Japan had been evicted from northern China.

Mao found his mechanism with a method he called self-criticism . Mao warned that the party must not become complacent after achieving success. The minds of comrades, Mao explained, gather dust and must be washed from time to time. Engaging in regular self-criticism meant that the party might avoid mistakes and respond quickly and effectively to setbacks. A deeper motivation for self-criticism, however, stemmed from the Communist Party’s desire to establish and maintain control over the new society.

In theory, self-criticism would consist of groups of comrades sitting together, discussing their ideas, reporting on their dealings, and helping each other improve. Mao described how self-criticism should proceed: “If we have shortcomings, we are not afraid to have them pointed out and criticized, because we serve the people. Anyone, no matter who, may point out our shortcomings. If he is right, we will correct them. If what he proposes will benefit the people, we will act upon it” (Mao [1966] 2000, ch. 27).

In practice, as early as the 1930s, self-criticism sessions turned from small groups that shamed individuals into public events in which “class enemies” were denounced, humiliated, and beaten, often by people whom they were close to—such as family members, students, or friends. Indeed, Mao recognized these practices as essential to the revolutionary movement: “A well-disciplined Party armed with the theory of Marxism-Leninism, using the method of self-criticism and linked with the masses of the people; an army under the leadership of such a Party; a united front of all revolutionary classes and all revolutionary groups under the leadership of such a Party—these are the three main weapons with which we have defeated the enemy” (Mao [1966] 2000, ch. 1). Mao’s attempts to reeducate his people culminated in the Cultural Revolution (1966–1977), during which mobs and militias murdered somewhere between hundreds of thousands to millions of citizens who were deemed class enemies.

Whereas in practice, self-criticism in China resulted in brutality and repression, the idea that communication and self-examination can serve as a tool of liberation has continued to develop.

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In philosophy, the triad of thesis, antithesis, synthesis (German: These, Antithese, Synthese; originally: Thesis, Antithesis, Synthesis) is a progression of three ideas or propositions. The first idea, the thesis, is a formal statement illustrating a point; it is followed by the second idea, the antithesis, that contradicts or negates the first; and lastly, the third idea, the synthesis, resolves the conflict between the thesis and antithesis. It is often used to explain the dialectical method of German philosopher Georg Wilhelm Friedrich Hegel, but Hegel never used the terms himself; instead his triad was concrete, abstract, absolute. The thesis, antithesis, synthesis triad actually originated with Johann Fichte.

1. History of the Idea

Thomas McFarland (2002), in his Prolegomena to Coleridge's Opus Maximum , [ 1 ] identifies Immanuel Kant's Critique of Pure Reason (1781) as the genesis of the thesis/antithesis dyad. Kant concretises his ideas into:

• Thesis: "The world has a beginning in time, and is limited with regard to space."
• Antithesis: "The world has no beginning and no limits in space, but is infinite, in respect to both time and space."

Inasmuch as conjectures like these can be said to be resolvable, Fichte's Grundlage der gesamten Wissenschaftslehre ( Foundations of the Science of Knowledge , 1794) resolved Kant's dyad by synthesis, posing the question thus: [ 1 ]

• No synthesis is possible without a preceding antithesis. As little as antithesis without synthesis, or synthesis without antithesis, is possible; just as little possible are both without thesis.

Fichte employed the triadic idea "thesis–antithesis–synthesis" as a formula for the explanation of change. [ 2 ] Fichte was the first to use the trilogy of words together, [ 3 ] in his Grundriss des Eigentümlichen der Wissenschaftslehre, in Rücksicht auf das theoretische Vermögen (1795, Outline of the Distinctive Character of the Wissenschaftslehre with respect to the Theoretical Faculty ): "Die jetzt aufgezeigte Handlung ist thetisch, antithetisch und synthetisch zugleich." ["The action here described is simultaneously thetic, antithetic, and synthetic." [ 4 ] ]

Still according to McFarland, Schelling then, in his Vom Ich als Prinzip der Philosophie (1795), arranged the terms schematically in pyramidal form.

According to Walter Kaufmann (1966), although the triad is often thought to form part of an analysis of historical and philosophical progress called the Hegelian dialectic, the assumption is erroneous: [ 5 ]

Whoever looks for the stereotype of the allegedly Hegelian dialectic in Hegel's Phenomenology will not find it. What one does find on looking at the table of contents is a very decided preference for triadic arrangements. ... But these many triads are not presented or deduced by Hegel as so many theses, antitheses, and syntheses. It is not by means of any dialectic of that sort that his thought moves up the ladder to absolute knowledge.

Gustav E. Mueller (1958) concurs that Hegel was not a proponent of thesis, antithesis, and synthesis, and clarifies what the concept of dialectic might have meant in Hegel's thought. [ 6 ]

"Dialectic" does not for Hegel mean "thesis, antithesis, and synthesis." Dialectic means that any "ism" – which has a polar opposite, or is a special viewpoint leaving "the rest" to itself – must be criticized by the logic of philosophical thought, whose problem is reality as such, the "World-itself".

According to Mueller, the attribution of this tripartite dialectic to Hegel is the result of "inept reading" and simplistic translations which do not take into account the genesis of Hegel's terms:

Hegel's greatness is as indisputable as his obscurity. The matter is due to his peculiar terminology and style; they are undoubtedly involved and complicated, and seem excessively abstract. These linguistic troubles, in turn, have given rise to legends which are like perverse and magic spectacles – once you wear them, the text simply vanishes. Theodor Haering's monumental and standard work has for the first time cleared up the linguistic problem. By carefully analyzing every sentence from his early writings, which were published only in this century, he has shown how Hegel's terminology evolved – though it was complete when he began to publish. Hegel's contemporaries were immediately baffled, because what was clear to him was not clear to his readers, who were not initiated into the genesis of his terms. An example of how a legend can grow on inept reading is this: Translate "Begriff" by "concept," "Vernunft" by "reason" and "Wissenschaft" by "science" – and they are all good dictionary translations – and you have transformed the great critic of rationalism and irrationalism into a ridiculous champion of an absurd pan-logistic rationalism and scientism. The most vexing and devastating Hegel legend is that everything is thought in "thesis, antithesis, and synthesis." [ 7 ]

Karl Marx (1818–1883) and Friedrich Engels (1820–1895) adopted and extended the triad, especially in Marx's The Poverty of Philosophy (1847). Here, in Chapter 2, Marx is obsessed by the word "thesis"; [ 8 ] it forms an important part of the basis for the Marxist theory of history. [ 9 ]

2. Writing Pedagogy

In modern times, the dialectic of thesis, antithesis, and synthesis has been implemented across the world as a strategy for organizing expositional writing. For example, this technique is taught as a basic organizing principle in French schools: [ 10 ]

The French learn to value and practice eloquence from a young age. Almost from day one, students are taught to produce plans for their compositions, and are graded on them. The structures change with fashions. Youngsters were once taught to express a progression of ideas. Now they follow a dialectic model of thesis-antithesis-synthesis. If you listen carefully to the French arguing about any topic they all follow this model closely: they present an idea, explain possible objections to it, and then sum up their conclusions. ... This analytical mode of reasoning is integrated into the entire school corpus.

Thesis, Antithesis, and Synthesis has also been used as a basic scheme to organize writing in the English language. For example, the website WikiPreMed.com advocates the use of this scheme in writing timed essays for the MCAT standardized test: [ 11 ]

For the purposes of writing MCAT essays, the dialectic describes the progression of ideas in a critical thought process that is the force driving your argument. A good dialectical progression propels your arguments in a way that is satisfying to the reader. The thesis is an intellectual proposition. The antithesis is a critical perspective on the thesis. The synthesis solves the conflict between the thesis and antithesis by reconciling their common truths, and forming a new proposition.

• Samuel Taylor Coleridge: Opus Maximum. Princeton University Press, 2002, p. 89.
• Harry Ritter, Dictionary of Concepts in History. Greenwood Publishing Group (1986), p.114
• Williams, Robert R. (1992). Recognition: Fichte and Hegel on the Other. SUNY Press. p. 46, note 37. 
• Fichte, Johann Gottlieb; Breazeale, Daniel (1993). Fichte: Early Philosophical Writings. Cornell University Press. p. 249. 
• Walter Kaufmann (1966). "§ 37". Hegel: A Reinterpretation. Anchor Books. ISBN 978-0-268-01068-3. OCLC 3168016. https://archive.org/details/hegelreinterpret00kauf. 
• Mueller, Gustav (1958). "The Hegel Legend of "Thesis-Antithesis-Synthesis"". Journal of the History of Ideas 19 (4): 411–414. doi:10.2307/2708045.  https://dx.doi.org/10.2307%2F2708045
• Mueller 1958, p. 411.
• marxists.org: Chapter 2 of "The Poverty of Philosophy", by Karl Marx https://www.marxists.org/archive/marx/works/1847/poverty-philosophy/ch02.htm
• Shrimp, Kaleb (2009). "The Validity of Karl Marx's Theory of Historical Materialism". Major Themes in Economics 11 (1): 35–56. https://scholarworks.uni.edu/mtie/vol11/iss1/5/. Retrieved 13 September 2018. 
• Nadeau, Jean-Benoit; Barlow, Julie (2003). Sixty Million Frenchmen Can't Be Wrong: Why We Love France But Not The French. Sourcebooks, Inc.. p. 62. https://archive.org/details/sixtymillionfren00nade_041. 
• "The MCAT writing assignment.". Wisebridge Learning Systems, LLC. http://www.wikipremed.com/mcat_essay.php. Retrieved 1 November 2015. 

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