A Brief and Imperfect Explanation of Dialectical Materialism

[Pictured: Konstantin Yuon’s painting, New Planet, which commemorated the Bolshevik-led October Revolution in Russia.]

By Peter F. Seeger

Dialectical Materialism is a foundational principle of Marxism. This concept, along with Historical Materialism and Marxist Economics, are known as the three “component parts of Marxism.” Surprisingly, Karl Marx and Friedrich Engels did not write extensively on the idea of “Dialectical Materialism” during their lives. It was long after Marx’s death and only after Engels’ death that manuscripts could be compiled into Engels’ “The Dialectics of Nature.”

Materialism

Materialism is the philosophical opposite of idealism, which grounds itself in the concept of only one material world. Idealism believes that existence is inseparable from human perception and that reality stems from the mind. A helpful example of this Idealist thinking is Rene Descartes’ quote, “I think; therefore, I am.” In this idea the subjective thought is what confirms existence and subjective thought precedes objective existence. A materialist would rather say “I am; therefore, I think,” showing that the objective existence precedes the subjective perception of reality. Like Dialectics, the philosophy of materialism can be seen as far back as the ancient Greeks of Anaxagoras (c.500 - 428 BC) and Democritus (c.460 - c.370 BC). Marx was known to have been inspired by early materialists like Francis Bacon, Thomas Hobbes, and John Locke.

Materialism posits that matter objectively exists independently of whether we subjectively perceive it. “Materialism in general recognizes objectively real being (matter) as independent of consciousness, sensation, experience… consciousness is only the reflection of being, at best an approximately true (adequate, perfectly exact) reflection of it.”[1] Since matter exists whether we perceive it or not, then matter must precede subjective perception. Although Marx’s materialism, is not a rigid materialism and must be combined with dialectics to form the full theory followed by Marxists.

Dialectics

The concept of dialectics has existed for centuries. Philosophers like Plato demonstrated an idealist form of dialectics which functions like a conversation. One person presents an argument (a “thesis”), and another presents a counterargument (an “antithesis”). Through conversation, dialogue, and counterargument, the two achieve a better understanding and more correct solution to their issue, a “synthesis.” The “synthesis” then becomes the “thesis” again and will always have an “antithesis” to counter it. This simplified explanation is often used to explain idealist dialectics but is not true to the dialectics that Marx would have been familiar with as a member of the Young Hegelian Society.

Marx and Engels were followers of Hegel and learned an immense amount from the philosopher. Vladimir Lenin also praised Hegel for his ideas on dialectics and even encouraged the reading of Hegel for all Marxists. Although Hegel is the basis for Marx and Engels’ dialectics, Hegel is an idealist and therefore dissimilar to Marx’s Dialectical Materialism in that way. Dialectics, to Marxists, "is nothing more than the science of the general laws of motion and development of nature, human society and thought."[2] There cannot be a slave without a master, an exploited without an exploiter, nor a proletariat without a bourgeoise; therefore, they must appear at the same time due to their dependency on the other and in a unity of their opposites.

Dialectical Materialism

Engels’ writings on Dialectical Materialism are where Marxists receive the bulk of this concept. Engels determined three laws of Marxist Dialectical Materialism: (1) The unity and struggle of opposites, (2) the transformation of quantity into quality, and (3) the negation of the negation.[3] Briefly going through these one by one is useful for this complicated theory.

(1) The Unity and Struggle of Opposites:

“The law of contradiction in things that is, the law of the unity of opposites, is the basic law of materialist dialectics.”[4] Every object is made up of two contradictory aspects that together make up the whole in unity and in contradiction. This constant state of opposites is never ending, in constant motion, and always changing; this is also known as the law of contradiction. This is, to Marxists, scientific and can be observed in nearly every field of science. “In mathematics: plus, and minus; differential and integral. In mechanics: action and reaction. In physics: positive and negative electricity. In chemistry: the combination and dissociation of atoms. In social science: the class struggle” between the proletariat and the bourgeoisie.[5] This leads Marxists to look to the material world around them and find the core contradictions within society to best understand how it functions.

A contradiction is “when two seemingly opposed forces are simultaneously present within a particular situation, an entity or an event.”[6] Within a contradiction there are aspects of the contradiction, which are the two forces that both function in opposition and unity. The term “Contradiction,” itself is rarely used in Marxism in the singular form because there is a never-ending number of contradictions found in everything, not just capitalism. A common misconception is the belief that Marxism believes in a one size fits all approach to societies and cultures, but inherent in the concept of a contradiction is the understanding that everything has its own internal and external contradictions that determine its resolution.

An example of this complex idea may be found using contradictions as applied to a rock and an egg. Within both objects there are internal contradictions inherent to each’s existence, (erosion or the need for specific conditions for a healthy birth) but both would react and resolve differently when acted upon by the same external contradiction. If you apply the specific temperature to the rock and the egg you may end up with a chicken or a warm stone. The resolutions of these contradictions are dependent on not just the aspects of the contradiction, but the contradictions within the aspects themselves.

The final point on contradictions is that while the concept is universal, i.e., it can be applied to areas outside Marxism such as in nature, it also comes with the belief that there is a “principal” or “primary” contradiction[7] that determines or influences the current or “secondary” contradictions in the world. This “principal” contradiction, according to Marxists, is the class contradiction between the proletariat and the bourgeoisie. An example of a “secondary” contradiction influenced by the “principal” contradiction could simply be the competition between businesses for profits.

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(2) The Transformation of Quantity into Quality:

Gradual quantitative changes in society give rise to revolutionary qualitative changes. Since all matter is always in motion and changing, these changes function as a quantitative change until it gives rise to a qualitative change which fundamentally alters the matter into something materially different. The implications of this concept show the basis for why or how revolutions occur.  True change only comes from qualitative change. For example, water remains a liquid while it gradually cools down, but there is a certain point where the quantitative change of the temperature creates a qualitative change when the water becomes ice. When applied to the social sciences, according to Marxists, the quantitative changes represent the contradictions in capitalism and the qualitative change would be a revolution. Marxists view matter as interconnected, in perpetual motion, and always changing. Darwin’s theory of evolution grounds this idea in the sense that evolution shows the interconnectedness of matter and its perpetual change. Not only does Darwin’s theory of evolution imply the interconnectedness and constant change of all matter, but also shows that this process has been ongoing for billions of years, processes of dialectical development between contradictory or opposing forces.

Qualitatively different contradictions can only be resolved by qualitatively different methods. For instance, the contradiction between proletariat and the bourgeoisie is resolved by the method of socialist revolution; the contradictions between the working class and the peasant class in socialist society is resolved by the method of collectivization and mechanization in agriculture; contradiction within the Communist Party is resolved by the method of criticism and self-criticism.[8]

(3) The Negation of The Negation

This concept can be simply explained as when the new supersedes the old. Before the quantitative changes lead to the qualitative transformation, this is the first negation. The second negation occurs at the time of the qualitative transformation.

The capitalist mode of appropriation, the result of the capitalist mode of production, produces capitalist private property. This is the first negation of individual property, as found in the labor of the proprietor. But capitalist production begets, with the inexorability of a law of nature, its own negation. It is the negation of the negation. This does not re-establish private property for the producer, but gives him individual property based on the acquisitions of the capitalist era: i.e., on cooperation and the possession in common the land and the means of production[9]

This “negation and transformation” is not meant to mean that the “new” is devoid of any aspects of the old. This is paramount in understanding the ongoing struggle that will continue during a socialist transition. Marxism believes that in the social sciences, once societies have qualitative changes, remnants of the old society will still exist and will have to be governed by the laws of the new society. After feudalism, slavery was still within the society although the new system was built from the old system of slavery for labor. Further, once feudalism was superseded by capitalism old remnants of feudalism remained including landlords and slavery. Even under socialism, the remnants of capitalism will still exist in society. This shows that the qualitative change is also in constant motion and in contradiction with itself which must be resolved for the long-term goal of communism.

These laws make up the foundations of dialectical materialism: all matter is interconnected and always changing due to the dialectical forces of contradictions within society, and this posits the inevitability of a qualitative change from capitalism to socialism.

Notes

[1] Vladimir Lenin, The Collected Works of V. I. Lenin, Collected Works 38 (Moscow: Progress Publishers, 1976), https://www.marxists.org/archive/lenin/works/cw/pdf/lenin-cw-vol-38.pdf. pp. 266-67

[2] Friedrich Engels, Anti-Dühring, Foundations 26 (Paris: Foreign Languages Press, 2021), https://foreignlanguages.press/wp-content/uploads/2021/11/C26-Anti-Duhring-1st-Printing.pdf. pp. 152

[3] Friedrich Engels, Dialectics of Nature (Moscow, Russia: Progress Publishers, 1954).

[4] Mao Zedong and The Redspark Collective, Mao Zedong’s On Contradiction: Study Companion, New Roads 4 (Paris: Foreign Languages Press, 2019), https://foreignlanguages.press/wp-content/uploads/2020/08/N04-On-Contradiction-Study-2nd.pdf. pp. 2

[5] Lenin, The Collected Works of V. I. Lenin. pp. 136

[6] David Harvey, Seventeen Contradictions and the End of Capitalism (London, England: Oxford University Press, 2014). pp. 1

[7] In Marxism the principal contradiction is not fixed. Through history the principal contradiction will change and be foreign to contemporaries.

[8] Zedong and The Redspark Collective, Mao Zedong’s On Contradiction: Study Companion. pp. 28-29

[9] Karl Marx, Capital, vol. I, III vols. (UK: Penguin Classics, 1990). pp. 929

Is Marxism "Leftist"?

By Kate Woolford

Republished from Challenge Magazine.

A Marxist approach to leftist moralism

Many self-styled communists view Marxism-Leninism more as a set of moral and ethical values than a science firmly grounded in material reality. To them, Marxism is the ultimate embodiment of liberal and ‘progressive’ values, while those with more conservative values are nothing more than ‘chauvinists’ who should be excluded from the cause. 

However, this moral interpretation of Marxism is inconsistent with Marx’s own understanding, which asserts that the driving force behind human society is contradictions between classes, rather than a moral dichotomy of ‘good’ versus ‘evil’. In this respect, Marx did not abstract capitalism outside of its historical context but instead showed that it could be both historically progressive and regressive depending on its stage of development. Within its early stages, the progressive nature of capitalism is tied up with its need to constantly revolutionise the instruments of production, the relations of production, and therefore also the whole relations of society. This, in turn, replaces the scattered, less-effective feudal mode of production with capitalist production and allows production to be carried out at an unprecedented scale. Nevertheless, as capitalism matures, and the proletariat grows into a fully developed class concentrated together in huge numbers, a contradiction arises between the social process of production and the private ownership of production. 

The contradictions inherent within capitalism are demonstrated through recurrent crises, during which huge amounts of goods and machinery are needlessly destroyed and wasted. Capitalism’s incompatibility with the future development of society can only result in a revolution led by the class capable of bringing about a higher mode of production, that is, the modern working class. Therefore, the inevitability of the socialist revolution is not tied up in capitalism’s moral shortcomings, but on the objective laws governing the development of human society. 

In a similar vein, Engels criticised, “every attempt to impose on us any moral dogma whatsoever as an eternal, ultimate, and forever immutable moral law on the pretext that the moral world too has its permanent principles which transcend history and the differences between nations”, and disapproved of a theory of morals “designed to suit all periods, all peoples, and all conditions” arguing that “precisely for that reason it is never and nowhere applicable.” Both Marx and Engels upheld that the communist movement unified workers based on the material conditions of their life; their nation, their workplace, and their commonly experienced exploitation as proletarians, not on the basis of a shared set of moral values.

Therefore, those within the communist movement who uphold their personal morals as eternally and indisputably correct, or, even worse, seek to elevate their personal morals to the position of communist morals in general, clearly do not view morals in a materialist way. Nor do they approach it in an anti-imperialist way, with notions of moral superiority giving way to imperialist interventions on the countries alleged to be morally inferior, often on the basis of their cultural and religious values.

What is Marxism?

Marx understood that changes in society, like changes in the natural world, are far from accidental and follow certain laws. This understanding made it possible to work out a scientific theory of human society; to study why it is the way it is, why it changes, and what changes are to come. The scientific method of Marxism, dialectical materialism, regards the world as both a living organism in a state of constant development and composed of matter existing beyond human perception. 

Like all sciences, Marxism is based on the material world around us. Therefore, it is not a finished theory or a dogma, but must be continuously applied to new conditions, new problems, and new discoveries to draw from them the correct conclusions. The value of Marxism lies in its ability to form conclusions capable of changing the world, just as all scientific discoveries can be used to change the world. 

Defining Left and Right 

While Marxism historically belongs to the definite left tradition, that is, it finds much of its origins in the Jacobin radical left of the French Revolution, today’s leftism is understood more as an indefinite set of moral values than a clearly defined ideology. 

Delineating what values belong to the left and what values belong to the right is a challenging task given that these terms mean different things within different contexts. One study found that conservatism can be associated with a left-wing or right-wing orientation depending on the cultural, political, and economic situation of the society in question. Another study found that, within the former Soviet republics, “traditionalism, rule-following, and needs for security are more strongly associated with the old (left-wing) ways of doing things than with right-wing preferences. It is also possible that openness would be associated with a right-wing political orientation in Eastern Europe, rather than with a left-wing orientation, as in the West.” In other words, in the former Soviet republics, the Soviet Union is often associated with values the West considers to be right-wing. 

In this respect, understandings of left and right are subjective and vary widely depending on time and place. Therefore, it is important to clarify that this article will be considering values associated with modern “leftism” in the West today. The cultural values considered in this article are liberation through love, openness, and equal rights, and the policy matters considered are equality, government intervention, and high taxes. 

Love and inclusivity

Notions of love as an all-liberating force find popularity among leftists, an outlook prevalent among 18th and 19th-century philosophers and revitalised during the counterculture movement of the 1960s and 70s. Engels, however, criticised the “religion of love” and, in the End of Classical German Philosophy, denounced Feuerbach’s idea that mankind could be liberated through love alone instead of the economic transformation of production. To Engels, the idea that love could function as a reconciling force for all differences “regardless of distinctions of sex or estate” had no plausibility. 

Despite what leftists proclaim, the act of loving one another, including beyond traditional boundaries, does not inherently constitute a revolutionary act. Engels reinforced this idea in On the History of Early Christianity, which disapproved of the pacification of Early Christianity and its transformation from a revolutionary, working-class religion of “undiluted revenge” into a petit-bourgeois religion of “love your enemies, bless them that curse you.”

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The same principles Engels applied to the “religion of love” can be applied to the leftist values of openness and inclusivity. The proponents of these ideas suggest that the working class should be accepting and accommodating to the ideas, values, traditions, and mindsets of everyone, including the class exploiting them. In the Manifesto of the Communist Party, Marx and Engels deemed this position as belonging to the “socialistic bourgeoisie,” and criticised the belief “that the proletariat should remain within the bounds of existing society but should cast away all its hateful ideas concerning the bourgeoisie.” Therefore, Marxism has little to do with absolute ‘inclusivity’ and notions of ‘liberation through love’, making it distinct from the leftist counterculture movement borne out of the 1960s and 70s. 

Equal rights

One of the most misunderstood aspects of Marxism is its stance on the concept of equal rights. Despite the prevalent use of ‘equal rights’ as a leftist buzzword, Marx’s work, the End of Classical German Philosophy, outlines that, within bourgeois society, equal rights are, in fact, formally recognised. However, social satisfaction does not depend upon equal rights but material rights – and “capitalist production takes care to ensure that the great majority of those with equal rights shall get only what is essential for bare existence.” In this respect, if the interests of classes in conflict are irreconcilable, the material rights of one class impede on the material rights of another. Therefore, better conditions are not brought about through platitudes of equal rights, but through material rights and the abolition of classes. In Anti-Dühring, Engels traced the origins of the demand for “equal rights” to the bourgeoisie’s struggle against feudalism. During this period, the bourgeoisie called for the abolition of “class privileges” and the proletariat demanded the abolition of classes themselves. 

Furthermore, while leftists uphold equal rights on the basis that all people, by virtue of being human, should be treated the same, Marxism recognises that, within class society, individuals do not relate to each other solely as humans but also as members of a class. In this respect, during the epoch of capitalism, the bourgeoisie uses the state apparatus to suppress the working class. Likewise, during the epoch of socialism, the new state apparatus is used by the working class to suppress the bourgeoisie. 

Moreover, socialism and communism does not seek to enforce complete equality in the everyday life of members of society regardless of how driven and hardworking one might be compared to another. As per Marx and Engels in the Manifesto of the Communist Party, “Communism deprives no man of the power to appropriate the products of society; all that it does is to deprive him of the power to subjugate the labour of others by means of such appropriations.” Thus, Communism allows for individuals to enrich themselves over others, so long as this enrichment does not come at anyone else’s expense. Therefore, it is a widespread misconception that hard works reaps no reward under socialism and communism – in fact, hard work can only truly be rewarded under socialism and communism.

The state and taxes

Another policy often associated with leftists is ‘big government’, that is, that the government should play a more active role within society. However, as Marx and Engels explained in the Communist Manifesto, as the proletariat raises itself to the position of ruling class, it sweeps away the conditions of class antagonisms and classes generally, abolishing its own supremacy as a class. At this stage, the state, which functions as an organ of class domination, becomes obsolete as classes do not exist. Consequently, communism does not necessarily involve government intervention into the personal lives of members of society. While the early stage of socialism requires a strong state to centralise production and defend the gains of the revolution, as socialism develops, the state is increasingly stripped back.

In practice, efforts to shift power away from the state into the hands of the people is reflected within Mao Zedong’s little red book, which was published and distributed with the aim of strengthening the peoples understand of Marxism, thus empowering them as the real movement in charge of building a communist society – bottom up, not top down.  

Leftists also often advocate for high taxation as the grand solution to all domestic problem without realising, however, that the scale and direction of taxation is determined first and foremost by the class characteristic of the state. 

Under capitalism, the state serves the interests of the bourgeoisie, and is parasitic in that it sustains a superfluous class of individuals who do not produce material value for society such as the bourgeois police; the military; the whole judicial apparatus; members of parliament, who get paid disproportionately high salaries; etc. Additionally, the state revenue necessary for war and overseas military bases is generated through taxing the working class, while monopolies pile up war profits. Only a fraction of revenue is allocated to production, and to things like the maintenance of roads, railways, buildings, hospitals, schools, etc. 

On the other hand, under socialism, the state serves the interests of the working class and functions mainly to administer economic life. The socialist state is concerned with the production and distribution of goods, the advancement of the wellbeing of working people, and the maintenance of a limited military apparatus to protect the gains of the revolution. 

In the Civil War in France, Marx described the Paris Commune as having made the “catchword of bourgeois revolutions – cheap government – a reality by destroying the two greatest sources of expenditure: the standing army and state functionalism.” The ‘cheap government’ of socialism is financed partly through state owned industry and trade, money which would overwise be retained as private profit under capitalism, and partly through taxation. However, as the state becomes stripped back to the minimum of its functions, taxation is still considerably low as there is no superfluous, parasitic class living off the state as there is under capitalism. 

Furthermore, in the Critique of the Gotha programme, Marx stated that “taxes are the economic basis of the government machinery and of nothing else.” Therefore, as socialist society progresses towards communism and the state, along with its government machinery, gradually withers away, high taxes cease to have an economic basis. For example, no great war machinery is necessary under communism as the international community has a shared future with common interests. In this respect, while a heavy income tax serves as a progressive demand within capitalist society, socialism and communism eventually leads to a society free from the burden of high taxes on working people. 

As the writings of Marx and Engels do not align with, or go beyond, many leftist cultural and economic values, the idea that Marxism is a leftist ideology in the popular understanding of the term should, at the very least, be questioned. Marxism should instead be upheld by communists as a scientific method of analysis existing outside of the political spectrum.

Kate Woolford is the editor of Challenge.

Theoretical and Practical Self-Determination of Indigenous Nations in the Soviet Union

By Nolan Long

Introduction: Indigeneity in the Soviet Union

The Union of Soviet Socialist Republics was home to huge swaths of nationalities, including numerous Indigenous nations, many of which were located in Siberia. The Russian Empire, which preceded the Soviet Union, engaged in the systematic oppression of all minority nationalities, while promoting Great Russian nationalism. [1] As a result, it was a prime issue for the Bolsheviks to address national woes and relations. The Leninist approach to nationalities enshrined the equality of nations, opposed nationalism, and supported the unconditional right to self-determination. This right bore a special class character; in essence, the working and exploited classes of Indigenous nations gained the right to self-determination, not the ruling classes. The practical policies of the Soviets largely lined up with their theoretical outlaying, suggesting good faith on the part of the state towards the Indigenous peoples of the USSR.

One aspect of the Soviet approach to nationalities is that indigeneity, as such, was not expressly considered. While Indigenous nations were, in some cases, afforded special privileges, [2] Indigenous groups were firstly seen as minority nationalities, not as Indigenous nationalities. But it was because of the positive Soviet policy toward minority nationalities that Indigenous rights were, in some sense inadvertently, protected. The Soviet approach to national self-determination allowed Indigenous groups in the Soviet Union to flourish and experience a relatively high quality of living and independence, despite the lack of direct recognition of that indigeneity.

Indigenous groups in the Russian SFSR existed primarily in the North and the Far East. [3] Under the policy of the Russian Empire, the Indigenous peoples of these lands were negatively affected by the tsarist government. They were subjected to European diseases, resource extraction, settler colonialism, and induced alcoholism. [4] Contrastingly, the Soviet policy towards Indigenous groups was based on development, socialism, and the right of nations to self-determination.  This essay deals with Soviet Indigenous groups generally while occasionally looking at the Yakut for specificity. The Sakha/Yakut are an Indigenous group in Siberia who, during the Soviet era, maintained their ancient cultural practices (such as reindeer breeding) while also industrially developing under Soviet policy. [5] The Yakut had their own autonomous region, which allowed them to maintain their own culture. [6] Soviet policy stated that Indigenous groups with a population over 50,000 were to be recognized as ethnic minorities, rather than Indigenous as such. [7] However, the Indigenous groups with populations over this threshold (including the Yakut) were allowed to assemble into ASSRs with the right to self-determination. [8] The Soviet approach was complex due to this mutual recognition of the right of nations to self-determination, and the lack of recognition of the status of certain Indigenous groups. This dichotomy necessitates a study into the theoretical policy of the Bolsheviks.

The Theoretical Marxist-Leninist Approach to Nationalities and Self-Determination

In 1914, V.I. Lenin wrote, “self-determination of nations means the political separation of these nations from alien national bodies, and the formation of an independent national state.” [9] It is undeniable that the Soviet conceptions of nations and self-determination differed significantly from the Western ones. [10] J.V. Stalin added to this definition: “the right to self-determination means that only the nation itself has the right to determine its destiny, that no one has the right forcibly to interfere in the life of that nation, to destroy its schools and other institutions, to violate its habits and customs, to repress its language, or curtail its rights.” [11] This conception mapped out the later Soviet practice, which allowed for the political independence of Finland and the Baltic states shortly after the Russian Revolution, even while the Western nations opposed Soviet support for self-determination. [12]

Western opposition to the self-determination of nations, in the Soviet sense, was opposition to the emancipation of Indigenous and minority nations from tsarist rule, as well as opposition to socialist sovereignty. Gerald Taiaiake Alfred argues that the Western model of sovereignty is incompatible with Indigenous governance methods/structures. Indigenous governance is traditionally without absolute authority, hierarchy, or classism. [13] In comparison, the Soviet model of sovereignty, derived from its theory of nations and the right to self-determination, seems to be more compatible with Indigenous society and governance, given its tendency towards class abolition.

But while Finland, the Baltic states, and others gained their independence on the basis of Soviet support for self-determination, none of the many Indigenous nations did. Whether this is because the Bolsheviks opposed the rights of Indigenous nations to secession, or because these nations did not want to secede, is undeniably a debated topic. However, the evidence seems to show that Indigenous groups (at least their previously exploited classes) supported the new government. For example, communists were at work in the Yakutia working-class and peasantry. [14] So, while they did not become independent, the Indigenous nations generally seem to have been in support of the new Russian Soviet Socialist state nonetheless.

The Leninist approach recognized the necessity of nations to be able to pursue their own paths of development and to protect their own cultures.  This doctrine was derived from two related sources: fighting Great Russian nationalism [15] and adhering to proletarian internationalism. [16] Great Russian nationalism was that of the dominating nationality, of the ruling class of the Russian Empire. As the Bolsheviks believed in the equality of nations, [17] they believed in the necessity of fighting this nationalism in tandem with their struggle against Russian tsarism and capitalism. Proletarian internationalism is the belief that the working classes of all nations should share a sense of brotherhood in their mutual struggles against their respective ruling classes. Resultingly, Lenin believed it was in the interests of the Great Russian proletariat to struggle against the oppression that their bourgeoisie imposed upon minority nations. [18] “The Leninist position is made up of two intersecting tendencies: an internationalist outlook, and a support for the right to self-determination.” [19]

The Bolshevik leaders said relatively little about indigeneity. Rather, they focused on the ‘national question,’ and thus viewed Indigenous nations as minority nationalities in most cases. Consequently, the Soviet Indigenous policy was bound up in the national policy. Lenin did not say whether Indigenous groups should receive special status, but he “asserted the absolute, unconditional right of peoples to self-determination, including secession from a future socialist state.” [20] Stalin did not say whether Indigenous groups should receive political independence, but said that all minority nationalities (thus inclusive of Indigenous groups) have the right “to arrange its life on the basis of autonomy…[and] the right to complete secession.” [21] This silence on the question of Indigeneity is at least partially attributable to the fact that the Russian Revolution and the Bolshevik Party existed well before the modern centrality of Indigenous rights and politics on national and global stages. Nonetheless, the Soviet approach to national self-determination allowed indigenous groups in the Soviet Union to experience cultural development and protection, and levels of independence unparalleled in the Western world.

The Question of Class

Both Lenin and Stalin made it clear that the right to self-determination had a class character. Lenin wrote that the proletarian approach to self-determination “supports the bourgeoisie only in a certain direction, but never coincides with the bourgeoisie’s policy.” [22] The Russian proletariat, he said, should support the right of the oppressed nationalities to form their own state, as this right opposes Great Russian nationalism. [23] Stalin also made it clear that the right to self-determination does not mean that the socialist state should support every aspect of that national independence, at least when its independence puts it under bourgeois rule. [24] Bedford offers a concise summation: “whether support for the cultural aspirations of an ethnic group is in effect supporting the Indigenous bourgeoisie against the proletariat, or is serving to further the revolutionary struggle is the definitive question.” [25]

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The Indigenous nations of the Russian Empire and the Soviet Union did, of course, have class relations, though they were quite different from those of the rest of the country. “Soviet authorities admit that the working class in Yakutia was few in numbers and contained almost no industrial proletariat.” [26] The Soviets, thus, had to consider the question of class differently in the Indigenous nations than in the non-Indigenous ones. Firstly, the principle of self-determination had to be analyzed; it was found that the workers and other exploited classes of Indigenous Yakuts were in support of the Russian Revolution. [27] However, the ruling classes of Yakutia, including the kulaks, were “stronger in Yakutia than elsewhere in the Soviet Union.” [28] Given these class conditions, the Bolsheviks found that self-determination belonged to the proletariat rather than the bourgeoisie, and aided the exploited Yakut classes in throwing off their ruling classes over a long period of time. Soviet intervention in Yakutia was not based on a policy of eliminating the Indigenous culture, but on removing the bourgeoisie from their culture.

Stalin addressed the question of culture and nationality: “the unity of a nation diminishes…owing to the growing acuteness of class struggle.” [29] The common culture between the proletariat and bourgeoisie of a nation is weakened by the development of capitalism. This evidences the Bolshevik claim to eliminating bourgeois cultural elements from Indigenous nations while not attacking the culture or people as a whole. For example, Shamans in Yakutia, identified as part of the ruling classes of that nation, were “chastised” as “being responsible for the ‘backwardness and ignorance’ of Indigenous communities.” [30] As such, given the material conditions of the Indigenous nations of the Soviet Union, self-determination took a proletarian character rather than a bourgeois one.

The Reality of Indigenous Self-Determination in the Soviet Union

As previously mentioned, the Soviet government put certain structures in place to ensure the special rights of Indigenous nations/individuals. “For example, if there were regions for hunting or fishing, those territories went to the Indigenous people right away on a natural basis without any constraints.” [31] The Committee of the North was a Bolshevik Party organ that “persuaded the Soviet government to extend certain special privileges to northern peoples,” including exemption from taxation and conscription. [32] Indeed, while Indigenous groups underwent some degree of change, [33] such as a ‘proletarianization,’ they were largely allowed to maintain their cultures and regular ways of life. “In the northlands, the indigenous people continued to be nomadic, everywhere the peasants depended largely on hunting and fur-trapping.” [34] The Indigenous Dargin people of the Caucasus “preserved their traditional Sufi-influenced Islamic practices and endured less government pressure [to adhere to atheism].” [35]

While the Soviet government attempted to include Indigenous nations in the worker culture of the USSR, their relatively lax approach to Indigenous culture demonstrates some level of good faith. Furthermore, Davis and Alice Bartels argue that “all national and ethnic groups were radically changed as a result of Soviet state policy,” [36] not just Indigenous groups. Industrialization, collectivization, educational opening, and the liberation of women were new and radical concepts for both Indigenous and non-Indigenous groups. [37] As such, these policies were not aimed at otherizing one group, or anything alike. Rather, such policies were aimed at national development and socialist construction.

The Soviets outwardly supported the cultural development and autonomy of Indigenous nations in more explicit ways. “Soviet policy [was] to encourage the development of national cultures and preservation of the native languages.” [38] Samir Amin writes that “the Soviet system brought changes for the better. It gave…autonomous districts, established over huge territories, the right to their cultural and linguistic expression.” [39] This cultural and linguistic expression included “the creation of written forms of [Indigenous] languages and educational programs in northern languages.” [40] The Soviet policy towards Indigenous groups was not one of assimilation, but allowance for autonomy (derived from self-determination) in the realm of culture.

Indigenous groups also had political rights which were reflective of their right to self-determination. “Stalin specified that each nationality should man its own courts, administrative bodies, economic agencies and government by its own local native peoples and conduct them in its own language.” [41] Lenin likewise argued that it was of great importance to create autonomous regions in Russia. [42] Soviet practice largely lined up with Leninist theory. Directly after the October Revolution, the Bolshevik Party released the Declaration on the Rights of Peoples of Russia, “which guaranteed the right to self-determination and the abolition of religious and ethnic discrimination.” [43] Skachko, an academic expert on Siberian Indigenous groups, wrote in 1930 that the Soviet state did not intend to keep Indigenous peoples “as helpless charges of the state in special areas reserved for them and isolated from the rest of the world…On the contrary, the government’s goal is their all-around cultural and national development and their participation as equals.” [44]

Conditions were not perfect for Indigenous nations in the Soviet Union; they experienced some drawbacks as a result of Soviet policies, sometimes due to the lack of recognition of indigeneity. “In 1917, the Yakut/Sakha people constituted 87.1% of the province’s total population.” [45] However, by the end of the Soviet era, the Indigenous people made up only 33% of the population. [46] Beyond the settlement of Indigenous land by non-Indigenous peoples, another drawback was that traditional Indigenous occupations had been “disrupted by industrial and resource development” by the late 1980s. [47] This is, however, at least partially attributable to the fact that Mikhail Gorbachev was not a Leninist, meaning he did not follow the preceding Soviet approach to nationalities.

The Soviet government “established a system to transfer capital from the rich regions of the Union (western Russia, Ukraine, Belorussia, later the Baltic countries) to the developing regions of the east and south.” [48] By providing aid for the newly autonomous Indigenous republics, the Soviets were expressly supporting their development. Beyond this aid, Indigenous political systems were manned by members of the nation itself. The Soviet policy of korenization (nativization) “sought to fill key management positions with Indigenous representatives.” [49] This policy was implemented because “leaders of the governing Bolshevik Party considered Great Russian chauvinism as a major impediment to economic and social development because it turned a blind eye to the national/social aspiration of the many peoples and nationalities in the Soviet Union.” [50] This policy allowed Indigenous nations to develop on their own terms while remaining within the Union, allowing them to express their self-determination without needing to exercise their right to secession.

While it is true that the Indigenous nations did not secede from the Soviet Union, two facts remain that prove that the Soviet state supported the independence of these nations; firstly, these nations were allowed to organize into Autonomous Republics which exercised a large amount of self-governing, even relative to the Soviet state and the Republic states. [51] Second, these nations still (at least theoretically) had the right to self-determination. [52] It is arguable, then, that the Indigenous nations of the USSR merely never exercised the right to cessation due to their support for the Soviet system/government.

Conclusion

In the capitalist Russian Federation, Indigenous peoples are significantly worse off than under the USSR. Russia has not yet adopted the United Nations Declaration on the Rights of Indigenous Peoples, [53] nor the ILO Convention 169. [54] Contrastingly, the Soviet Union was often at the forefront of international efforts to recognize Indigenous-centred issues, including the push to recognize cultural genocide in UN documents. [55] While Indigenous groups are formally protected by the Russian Constitution, the enforcement of these protections is often inadequate, leaving these groups in a precarious position where unemployment and poverty rates are high. [56] Whereas the Soviets funded the education of Indigenous languages, the Russian Federation now funds Russian-language schools in these regions, seriously threatening Indigenous languages. [57] Especially in view of the experiences of Indigenous peoples in the modern Russian Federation, the Soviet policies towards Indigenous nations continue to be vindicated.

In their theoretical and practical approaches, the Soviet state was relatively open, egalitarian, and accommodating to the Indigenous groups that lived within its borders. Relative at least to the Western nations, the Soviet Union, existing only until 1991, was consistently measures ahead in its policies towards indigeneity. [58] While not explicitly recognizing the concept of indigeneity in all Soviet Indigenous groups, the state nonetheless provided them with sufficient autonomy for their cultures to be preserved and developed. While imperfect, the Soviet approach was admirable in its own time, to say the very least.

Endnotes 

[1] Sidorova, Evgeniia, and Rice, Roberta. “Being Indigenous in an Unlikely Place: Self-Determination in the Yakut Autonomous Soviet Socialist Republic (1920-1991).” p. 5.

[2] Sulyandziga, Pavel. “We Need Two Keys.”

[3] Bartels, Davis A., and Bartels, Alice L. When the North was Red: Aboriginal Education in Soviet Siberia. p. ix.

[4] Ibid., p. 16-22.

[5] Ibid., p. x.

[6] Ibid., p. 1.

[7] Ibid.

[8] Ibid.

[9] Lenin, V.I. The Right of Nations to Self-Determination. p. 4.

[10] Goshulak, Glenn. “Soviet and Post-Soviet Challenges to the Study of Nation and State Building.” p. 494.

[11] Stalin, J.V. Marxism and the National and Colonial Question. p. 18.

[12] Anderson, Edgar. “Finnish-Baltic Relations, 1918-1940.” p. 52.

[13] Alfred, Gerald Taiaiake. “‘Sovereignty’: An Inappropriate Concept.” p. 323.

[14] Kirby, Stuart E. “Communism in Yakutia – The First Decade.” p. 29.

[15] Lenin, V.I. The Right of Nations to Self-Determination. p. 48.

[16] Ibid., p. 91.

[17] Stalin, J.V. Marxism and the National and Colonial Question. p. 18.

[18] Lenin, V.I. The Right of Nations to Self-Determination. p. 31.

[19] Bedford, David. “Marxism and the Aboriginal Question: The Tragedy of Progress.” p. 108.

[20] Ibid.

[21] Stalin, J.V. Marxism and the National and Colonial Question. p. 18.

[22] Lenin, V.I. The Right of Nations to Self-Determination. p. 25-26.

[23] Lenin, V.I. The Right of Nations to Self-Determination. p. 29-30.

[24] Stalin, J.V. Marxism and the National and Colonial Question. p. 18.

[25] Bedford, David. “Marxism and the Aboriginal Question: The Tragedy of Progress.” p. 109.

[26] Kirby, Stuart E. “Communism in Yakutia – The First Decade.” p. 29.

[27] Ibid.

[28] Ibid., p. 39.

[29] Stalin, J.V. Marxism and the National and Colonial Question. p. 35.

[30] Sidorova, Evgeniia, and Rice, Roberta. “Being Indigenous in an Unlikely Place: Self-Determination in the Yakut Autonomous Soviet Socialist Republic (1920-1991).” p. 5.

[31] Sulyandziga, Pavel. “We Need Two Keys.”

[32] Bartels, Davis A., and Bartels, Alice L. When the North was Red: Aboriginal Education in Soviet Siberia. p. 30-31.

[33] First Peoples Worldwide. “Who are the Indigenous Peoples of Russia?”

[34] Kirby, Stuart E. “Communism in Yakutia – The First Decade.” p. 36.

[35] Eden, Jeff. God Save the USSR: Soviet Muslims and the Second World War.

[36] Bartels, Davis A., and Bartels, Alice L. When the North was Red: Aboriginal Education in Soviet Siberia. p. 4.

[37] Ibid.

[38] Szymanski, Albert. Human Rights in the Soviet Union. p. 51.

[39] Amin, Samir. Russia and the Long Transition from Capitalism to Socialism. p. 29.

[40] Bartels, Davis A., and Bartels, Alice L. When the North was Red: Aboriginal Education in Soviet Siberia. p. 5.

[41] Ibid., p. 8.

[42] Bedford, David. “Marxism and the Aboriginal Question: The Tragedy of Progress.” p. 108.

[43] Bartels, Davis A., and Bartels, Alice L. When the North was Red: Aboriginal Education in Soviet Siberia. p. 29.

[44] Ibid., 30-31.

[45] Sidorova, Evgeniia, and Rice, Roberta. “Being Indigenous in an Unlikely Place: Self-Determination in the Yakut Autonomous Soviet Socialist Republic (1920-1991).” p. 7.

[46] Ibid., 8.

[47] Bartels, Davis A., and Bartels, Alice L. When the North was Red: Aboriginal Education in Soviet Siberia. p. xii.

[48] Amin, Samir. Russia and the Long Transition from Capitalism to Socialism. p. 29.

[49] Sidorova, Evgeniia, and Rice, Roberta. “Being Indigenous in an Unlikely Place: Self-Determination in the Yakut Autonomous Soviet Socialist Republic (1920-1991).” p. 6.

[50] Kovalevich, Dmitri. “Ukrainian Nationalists Have a Long History of Anti-Semitism which the Soviet Union Tried to Combat.”

[51] Russian Federation’s Constitution of 1918. Art. 11.

[52] Russian Federation’s Constitution of 1918. Art. 6.

[53] Representatives of the Republic of Sakha. “An Appeal from the Representatives of the Republic of Sakha (Yakutia) to the United Nations Office of the High Commissioner for Human Rights (OHCHR).”

[54] First Peoples Worldwide. “Who are the Indigenous Peoples of Russia?”

[55] Mako, Shramiran. “Cultural Genocide and Key International Instruments: Framing the Indigenous Experience.” p. 183.

[56] First Peoples Worldwide. “Who are the Indigenous Peoples of Russia?”

[57] First Peoples Worldwide. “Who are the Indigenous Peoples of Russia?”

[58] Szymanski, Albert. Human Rights in the Soviet Union. p. 295-296.

Bibliography

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Amin, Samir. Russia and the Long Transition from Capitalism to Socialism. Monthly Review Press, 2016.

Anderson, Edgar. “Finnish-Baltic Relations, 1918-1940: An Appraisal.” Scandinavian Studies, Vol. 54, No. 1, 1982, pp. 51-72. jstor.org/stable/40918186?seq=2

Bartels, Davis A., and Alice L. Bartels. When the North was Red: Aboriginal Education in Soviet Siberia. McGill-Queen’s University Press, 1995.

Bedford, David. “Marxism and the Aboriginal Question: The Tragedy of Progress.” Canadian Journal of Native Studies, Vol. 14, No. 1, 1994, pp. 101-117. cjns.brandonu.ca/wp-content/uploads/14-1-bedford.pdf

Eden, Jeff. God Save the USSR: Soviet Muslims and the Second World War (eBook). Oxford University Press, 2021. doi.org/10.1093/oso/9780190076276.003.0001

First Peoples Worldwide. “Who Are the Indigenous Peoples of Russia?” Cultural Survival, 2014. culturalsurvival.org/news/who-are-indigenous-peoples-russia

Goshulak, Glenn. “Soviet and Post-Soviet Challenges to the Study of Nation and State Building.” Ethnicities, Vol. 3, No. 4, 2003, pp. 491-507. jstor.org/stable/23889868

Kirby, E. Stuart. “Communism in Yakutia – the First Decade.” Slavic Studies, Vol. 25, 1980, pp. 27-42. eprints.lib.hokudai.ac.jp/dspace/bitstream/2115/5096/1/KJ00000113076.pdf

Kovalevich, Dmitri. “Ukrainian Nationalists Have a Long History of Anti-Semitism which the Soviet Union Tried to Combat.” Monthly Review, 2022. mronline.org/2022/10/21/ukrainian-nationalists-have-long-history-of-anti-semitism-which-the-soviet-union-tried-to-combat/

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Sidorova, Evgeniia, and Roberta Rice. “Being Indigenous in an Unlikely Place: Self-Determination in the Yakut Autonomous Soviet Socialist Republic (1920-1991).” The International Indigenous Policy Journal, Vol. 11, No. 3, 2020, pp. 1-18. DOI:10.18584/iipj.2020.11.3.8269

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Szymanski, Albert. Human Rights in the Soviet Union. Zed Books, 1984.

What is social class?

By Danica Rachel

Republished from Red Flag.

A recent Essential poll found that 79 percent of Australians believe social classes still exist in Australia. This is unsurprising, given the distribution of wealth. For example, the Australia Institute’s Inequality on Steroids report estimates that the top 10 percent of Australian income earners received 93 percent of the benefits from all economic growth in the decade from 2009 to 2019.

Of Essential poll respondents, 49 percent consider themselves to be middle class, 30 percent self-identify as working class and 4 percent as upper class. This raises a question: what is a social class? 

Definitions typically revolve around income. “Middle class”, we’re often told, means earning something like the median income—about $65,000 a year according to the Australian Bureau of Statistics. There’s no consensus on how much below or above this figure someone can earn while still being in the middle. 

This is a vague way to define class and is ripe for misinterpretations and distortions. An article published in the Australian last year described yearly earnings between $120,000 and $160,000 as “middle income” in an attempt to defend the high-end tax cuts due to be implemented by the federal Labor government next year. 

In reality, according to the most recently available statistics from the Australian Taxation Office, people making this much money are comfortably in the top 15 percent of Australian income earners.

More sophisticated classifications refer to education levels, cultural interests and family occupations as well as income. But again, the outcome is imprecise. Anyone with a university degree becomes middle class, and “working class” often becomes a synonym for “lower class”—that is, anyone economically worse off or with lower formal education levels than those in the “middle”.

 Socialists are more precise. While income can often be an indicator of social class, we define the latter in terms of people’s relationship to society’s economic infrastructure. That gives us three categories: the capitalist class, the working class and the middle classes.

Capitalists are the parasites at the top. They’re the executives, CEOs and board members who own and/or control the big companies, and with them the machinery, farmland, office buildings, media outlets, electricity grids, telecommunications infrastructure, ports and so on. They own the “means of production”, which they put to use with the singular purpose of generating profit.

Workers, on the other hand, don’t own any means of production. They might own personal property such as a car, a phone, maybe a house. But while workers use their personal property to meet their daily needs, capitalists use their private property as capital—a means to generate wealth through exploiting workers. 

A worker might grow some veggies in their garden to cut grocery costs; an agricultural capitalist uses thousands of acres of farmland to turn a profit. A house owned by a worker is just a home, but it becomes capital when owned by a real estate investor, used to generate wealth on the market.

The threat of poverty, homelessness and starvation gives workers no choice but to sell the only thing they can: their capacity to labour. They are deprived of control over much of their daily lives, having little say over the work they do or the workplaces in which they are employed. Even simple dignities like meals and bathroom breaks in many places can be taken only when allowed by the boss. 

The number of people fitting this definition of “working class” is difficult to quantify. Diane Fieldes, writing in the 2005 anthology Class and struggle in Australia, estimated that the working class makes up a substantial majority of the population—more than double the 30 percent figure in the Essential poll. 

“Middle class” also takes on a different meaning in this framework. It describes those who sit between the working class and the class of big capitalists. There are many different categories that fit in here: small business owners, middle managers, union officials, academics and state bureaucrats, to name a few. They can have different and contradictory relationships to the means of production—some are small capitalists, others just bureaucrats. What they generally have in common is that they control their own work or the work of others. They certainly make up a lot less than 49 percent of the population.

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The Marxist definition of class is much more useful than loose definitions based on income or education. 

First, it gives us an understanding of how capitalism works. Workers and bosses don’t exist in isolation; they are intimately connected through exploitation. Capitalists own the means of production, but need workers to operate machines, maintain infrastructure, harvest crops, serve customers and so on. The workers are the ones who produce the goods or services that their bosses sell for profit.

But there’s the rub. For the boss to make a profit, they have to sell the products for more than the costs of production, which crucially includes what they pay their workers. So the workers have created value, but that value has been seized from them by the capitalist, and only a fraction returned as a wage. This isn’t just the case with blue-collar workers, but also applies to workers in retail, hospitality, healthcare, IT, administration and elsewhere. 

Whether a business is successful depends on how much profit it can make, and therefore how much its workers are exploited. Profits are the lifeblood of capitalism—and every cent of them comes from exploited labour. By understanding exploitation, we can understand how 93 percent of wealth went to the top 10 percent last decade.

Second, the Marxist definition shows that classes have counterposed interests. What’s good for capitalists is whatever makes their profits go up. This often means, for instance, paying workers less, cutting costs wherever possible and lowering workplace safety standards. What’s good for workers is the opposite: being paid more and having more rights at work. Thinking of class simply as where someone sits on the spectrum from “low income” to “high income” obscures this tension.

Third, defining classes by their relation to the means of production tells us who has power in society. The capitalists own the most important section of the economy, so they make all major decisions about what society produces and how it will be produced. And because of this control, governments must keep them onside. Otherwise, they might move their investments overseas, threaten the economy, or even outright depose governments.

But profits are generated by workers, which gives them a different kind of power. When a workplace goes on strike, its production stops, and therefore profits cannot be made. The bosses go to great lengths to avoid this happening. They’ll pit workers against each other and spread lies about unions to stop workers organising.

Finally, we can see who is needed to run society—and who runs it day to day. The capitalists portray themselves as the deserving few who are indispensable. But their profits and wealth are the fruits of workers’ labour. Workers, not bosses, construct buildings, run hospitals, and stock shelves. Workers run the world, but under capitalism they are forced to run it for the capitalist class.

Another world is possible, where workers run the world for ourselves, because of the simple fact that the bosses need us, but we don’t need them.

The Marxist Theory of the State: An Introduction

By Summer Pappachen

Republished from Liberation School.

Our understanding of the state lies at the heart of our struggle to create a new society and fundamentally eliminate the oppression, exploitation, war, and environmental destruction characteristic of capitalism. In a socialist state, people collectively manage society, including what we produce, how much we produce, and the conditions of our work, to meet the needs of the people and the planet. Under capitalism, the state is organized to maintain the capitalist system and the dictatorship of a tiny group of capitalists over the rest of us through the use (or threat) of violent force and a range of institutions that present capitalism as “common sense.” The primary function of the capitalist state is to protect itself, which means it manages contradictions within the capitalist class and between their class and the working class.

This article serves as an introduction to the state, an essential matter for all justice-minded people to understand, as it determines our objectives, strategies, and tactics. It begins by debunking the ideology of the capitalist state as an impartial mediator to resolve antagonisms between and among classes by explaining the Marxist theory of the state and its role in maintaining–and overthrowing–exploitation and oppression.

The U.S. state has always been “deep” in that it is a highly centralized and predominantly unelected organization with an expansive set of institutions that has facilitated the rule of capital in the face of a variety of changes and through centuries of turmoil. The foundational elements of the state are repressive, such as the police and prison system, while others are ideological in that they reproduce capitalist consciousness and social relations, such as the news media. Because not all capitalist states function in the same manner, we examine the different forms states can take as well as the foundational differences between capitalist and socialist states.

Creating a socialist state is necessary to realize our collective desire for an end to all forms of oppression and exploitation. The socialist state works to eliminate racist police oppression and mass incarceration, to protect the health of our planet against capitalist and imperialist pollution, and to create a society in which differences in all kinds of identities do not mean differences in power. We can’t defend, let alone advance, the world we need without state power, a power that not only represses the former exploiters and oppressors but also produces a new kind of society and consciousness—a state that protects the interests of the many over those of the few. Ultimately, for communists, the goal of the socialist state is to render itself obsolete, which is only possible after the elimination of class society.

Debunking the capitalist myth of the state

The state extends beyond what we think of as the “government” of a country and includes all of the structures the capitalist class uses to maintain its control. In the U.S., the capitalist class holds state power, whereas the working class holds state power in China and Cuba. To have “state power” does not mean that the ruling class, whether capitalist or working class, can meet its own needs perfectly or without limitation. Put simply, the state is the instrument through which class interests are pursued.

At its core, the capitalist state includes apparatuses like the police, the courts, the prisons, and the military, forces necessary for enforcing the will of a tiny clique of capitalists over the masses of workers. The capitalist state also includes administrative offices, social services, school systems, media, mainstream political parties, cultural institutions, and more [1]. If this view of the state seems broad, it is because Marxists do not define the state as capitalists do.

The U.S. capitalist class popularizes a particular view of the state, especially the democratic state, as “a neutral arena of debate” [2]. In this so-called neutral arena, the government arbitrates between the conflicting interests of society through a set of “fair” laws, and it enforces those laws evenly and rationally. According to this view, any violation of the law or injustice in society is simply a mistake to be corrected through the state’s existing avenues through, for example, presidential elections or the Supreme Court. This view is ultimately a fairytale, one that “lulls the ordinary person to sleep,” in the words of the leader of the world’s first socialist state, Vladimir Lenin. It lulls us to sleep “by obscuring the important and basic fact, namely, the split of society into irreconcilably antagonistic classes” [3].

Marxists recognize that our lives are shaped by one basic fact: society is divided into two classes with irreconcilable interests. The capitalist state is organized to protect the interests of the capitalist: the accumulation of ever-greater profits by increasing the exploitation of workers and preventing our class from uniting and fighting for a new system. The working class’s primary interest is reducing our exploitation and eliminating all forms of oppression and bigotry so we—alongside our families and communities—can flourish. The state is not a timeless or abstract entity governing a given territory. The state emerges at a certain point in human history: it arises alongside the division of societies into classes, between the rulers and the ruled, the owners and the workers, the slavers and the enslaved. The state develops from within a society, as Friedrich Engels wrote, when it “is cleft into irreconcilable antagonisms which it is powerless to exorcise.” The state emerged to mitigate such antagonisms, or “to moderate the conflict and keep it within the bounds of ‘order’” [4]. The capitalist ideology of the state guards these bounds of order to ensure it is the only available avenue for change.

The U.S. state’s history and present debunk the capitalist mythology of the state as a neutral arbiter, revealing that it is actually made up of organs, or institutions, designed to maintain the domination of capitalists. The U.S. state was established by slave-owning and merchant capitalist founders, later developed by industrial and monopoly capitalists [5]. The ruling class is not a homogeneous entity and the state manages the competing interests of different capitalists to protect capitalism and the existence of the state itself.

Currently, the U.S. capitalist class uses the democratic-republic state as its “organ” or form of governance. Instead of a path beyond capitalism, the democratic-republic form of the state offers the “best possible political shell for capitalism,” allowing the state to feign innocence while ensuring that “no change of persons, institutions, or parties in the bourgeois-democratic republic can shake it” [6]. Lenin provides a lasting Marxist definition of the state:

“According to Marx, the state is an organ of class rule, an organ for the oppression of one class by another; it is the creation of “order,” which legalizes and perpetuates this oppression by moderating the conflict between classes” [7].

No matter its class character, the state is a tool of a class. For Marxists, the key distinction between types of states is their class character. For capitalist theorists, types of states are distinguished by their level of democracy versus authoritarianism, while ignoring the class character of both. They therefore cannot recognize the existence of capitalist authoritarianism within capitalist democracies, nor recognize working class democracy within so-called authoritarian socialist states. The U.S provides a clear example that debunks the myth of the state as a neutral arbiter and demonstrates the authoritarianism of capitalist-democratic states. It demonstrates that the state is made up of institutions designed to maintain the rule of capitalists.

Order is reserved for the wealthy since all working people live in a constant state of precarity, uncertainty, and insecurity to varying degrees. Chaos determines the life of the working person in the United States. For instance, the poor are terrified of the police and despise them for their abuses of power. The police murder over 1,000 people every year and most occur in non-violent situations like traffic stops or mental health crises. Racial oppression is part of the lived experience of the working class. As Stuart Hall put it, in many countries, “Race is the modality in which class is lived” [8]. In the U.S., Black people are not only more likely to be killed by the police but are also more likely to be unarmed and peaceful while being killed [9]. Instead of delivering justice when innocent Black people are killed, the courts often work with the police to legitimize the injustice done. The U.S. state only charges 2% of officers who commit murders with any sort of crime, and the courts convict officers in less than 1% of cases [10].

While the state’s prison system fails to take murderous police off our streets, it is efficient at jailing harmless working people. Despite having only 4.4% of the world’s population, the U.S. holds 22% of the world’s prisoners. Over 70% of those prisoners are either non-violent or have not yet been convicted of a crime [11]. And 38% of U.S. prisoners are Black, despite Black people only making up 12% of the population [12]. The social cost of the capitalist system’s violent state apparatuses is immeasurable: families are broken up; children are left without parents; generations become trapped in cycles of trauma, crime, and poverty. This is merely one example of how the capitalist class uses the state to legalize and perpetuate the oppression of working people in the U.S. Far from embodying the fairy tale of a “neutral arbiter” and enforcer of fair laws, the U.S. state is used by the capitalist class to hold down the working class, of which Black people are a crucial part.

Repressive and productive state organs

Marx, Lenin, and other revolutionaries often use the word “organ” to describe the state and its constituent elements. This bodily metaphor is helpful. The organs in our bodies are made up of cells, tissues, and arteries which work together to fulfill particular functions (e.g., the heart pumps blood, the lungs absorb oxygen, etc.). Each organ depends on and helps the other organs to achieve their objective—the body’s survival and reproduction. The pipes and chambers of the heart are made to pump blood, and the airways and sacs of the lungs are made to absorb oxygen in order to reproduce the body. Just like a bodily organ, the state is made up of various elements, or apparatuses, as well. State apparatuses are guided by the objective of the survival and reproduction of the ruling class and its system of domination and exploitation.

Marxists understand the State as primarily a repressive apparatus that uses the force of the courts, police, prisons, and military to ensure the domination of one class over others. The repressive state apparatus contains the violent institutions that work to maintain ruling class power. All in all, the repressive state apparatus functions by direct threat, coercion, and force.

The class in power does not only exercise its control by armed force and physical coercion. In addition to ruling the “material force of society,” as Marx and Engels wrote in 1845-1846, they also rule “the means of mental production,” such that they “rule also as thinkers, as producers of ideas” [13]. Because the capitalist class owns the material forces of society, which include those that produce and distribute knowledge, they wield immense control over the overall consciousness of capitalist society, so “generally speaking, the ideas of those who lack the means of mental production are subject” to capitalist ideology [14]. Marx and Engels do not mean that the oppressed are not intellectuals. A few paragraphs later, they write that “in ordinary life every shopkeeper” possesses intellectual capacities that “our historians have not yet won” [15].

Since the time of Marx and Engels’ writing on ideology, many capitalist states, particularly in their more developed forms, have generated and utilized more sophisticated and subtler means of maintaining the dominance of their ideology over society. Louis Althusser built on Marx and Engels’ work on ideology and class struggle by detailing many of their contemporary forms. These “Ideological State Apparatuses include all those elements that reproduce the dominance of the ruling-class ideology, like the school system, the media, mainstream parties, cultural organizations, think-tanks, and so on [16]. The same class that owns the means of production—the factories and banks, telecommunications networks and pharmaceutical corporations—also owns the newspapers, television stations, and movie studios. Globally, six parent companies control 90% of everything we listen to, watch, and read [17].

Schooling illustrates the vulnerability of capitalist rule

A key purpose of ideological state apparatuses is to make the prevailing order of things appear natural and timeless, to justify capitalism as the final stage of human history, and to normalize exploitation and oppression. In the U.S. and other capitalist states, the educational ideological apparatus is a central one in that it produces future workers with the necessary skills, knowledge, habits, and attitudes to fulfill their place in the overall social system. The school system “takes children from every class at infant-school age, and then for years, the years in which the child is most ‘vulnerable’… it drums into them, whether it uses new or old methods, a certain amount of ‘know-how’ wrapped in the ruling ideology” [18]. What this means is that the skills schools teach children—from arithmetic and literature to engineering and computer coding—are just as important as the “the ‘rules’ of good behaviour” and “morality, civic and professional conscience, and ultimately the rules of the order established by class domination” that they teach [19].

In their study of the relationship between schooling and capitalism in the U.S. in the mid-20th century, Samuel Bowles and Herbert Gintis found that schools reproduce capitalist relations not by the deliberate intentions of individual teachers or administrators, but by how “the relationships of authority and control between administrators and teachers, teachers and students, students and students, and students and their work replicate the hierarchical division of labor which dominates the workplace. The rule orientation of the high school reflects the close supervision of low-level workers; the internalization of norms and freedom from continual supervision in elite colleges reflect the social relationships of upper-level white-collar work. Most state universities and community colleges, which fall in between, conform to the behavioral requisites of low-level technical, service, and supervisory personnel” [20].

Many U.S public and charter schools, especially those in working-class and oppressed neighborhoods, require students to enter school through metal detectors, use video surveillance in hallways and classrooms, and subject students to regular searches of their bodies and property. This is captured by the concept of the “school-to-prison pipeline” or even the “school-as-prison” given the criminalization of everything from talking loudly in class to minor pranks and the overwhelming presence of cops in schools [21].

The educational apparatus highlights two things. First, as the example of highly securitized and policed schools indicates, there is no hard, fast, or permanent line dividing repressive from ideological apparatuses. Second, the primary distinction between the ideological arms of the state and its repressive core is that the latter are permanent and secure whereas the former are more vulnerable and, therefore, more receptive to change in the face of class struggle.

Bowles and Gintis’ correspondence theory highlighted above is perhaps less important than their repeated affirmation that people’s intervention in education and society contributes to revolution. The book’s argument is against those who believe education is sufficient for revolutionary change and their theoretical, historical, and empirical analysis leads them to the finding “that the creation of an equal and liberating school system requires a revolutionary transformation of economic life” [22]. They conclude their study with strategies for socialist education and teachers and, importantly, frame the overarching aim of socialist education under capitalism as “the creation of working-class consciousness” to contribute to building a socialist revolution.

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Highlighting the fragility of ideological state apparatuses, Bowles and Gintis argue class-consciousness isn’t “making people aware of their oppression” because “most people are all too well aware of the fact of their oppression” [23]. The idea that if we study and focus on school, get into a good university, and “buckle down” will make our lives better lacks any material basis. Schools aren’t mechanically indoctrinating students into capitalist ideology or meritocracy. Students are thinking critically, increasingly open to the solutions required to eliminate oppression, and are even organizing against policing in schools on their own [24].

Democracy: The best possible organ for capitalism

The “organ” as a metaphor underscores the role of state apparatuses in maintaining stability for the ruling class. Organs are interdependent living and evolving entities that, together, each play a part in maintaining the body’s homeostasis, which means preserving stability in the face of changing external circumstances. It’s the same with the state, as the state’s goal is to maintain stability for the ruling class by adjusting to conflicts both within and between classes.

As Marx and Engels first put it in The Communist Manifesto, “the executive of the modern state is but a committee for managing the common affairs of the whole bourgeoisie” [25]. Among the tasks of the bourgeois state is to manage conflicts within the capitalist class. This happens, for example, when there is a conflict between the interests of an individual capitalist and the capitalist system as a whole. If it were up to individual capitalists, they would destroy their source of surplus-value (workers) and the environment, which would be detrimental to the survival of capitalism. This is why the state also manages conflicts within the ruling class itself, stepping in to hold individual capitalists or firms “in check” in the interests of capital overall as an economic and political system..

The capitalist state also intervenes when it is faced with the threat of revolt. Legislation regulating the working day, for example, was meant to hold back “the passion of capital for a limitless draining of labour-power” and was motivated by “the working-class movement that daily grew more threatening” [26]. This is one reason why Marx, Engels, and Lenin argued that governance via bourgeois democracy was the most effective way to ensure capital’s rule. Far from inhibiting capitalism, the democratic republic is the most effective political form for capitalism insofar as power is exercised through complex mechanisms and several avenues for popular “participation” and “input.” The more secure the power of the ruling class is, the less it needs to rely on brute force.

This doesn’t mean that democracy is irrelevant to our revolutionary project. In fact, it is quite the opposite: historically, socialist struggles have always emerged from demands for basic democratic rights. Winning those rights helps us experience our power to change society. Socialist movements in the anti-colonial world and within the U.S. have often been waged in the name of a fake “democracy,” which reserves the rights it espouses for the rich. The distinguishing factor is the class character of democracy: there is the democracy of the capitalist class and the democracy of the working class, which is socialism. Revolutionaries are interested in democracy of, for, and by the working class.

From perfecting, to seizing, to smashing the capitalist state

In The Communist Manifesto, written in 1847-1848, Marx and Engels address the topic of the state in the communist project, but in an abstract sense. As historical-materialists, their conception of the state and its role in revolution evolved along with the class struggle. In particular, the defeats of the 1848 revolutions and the 1871 Paris Commune compelled them to refine their approach to the state.

The Paris Commune was the world’s first proletarian government which lasted for 72 days in 1871. Decades of war, discontent, and radicalization led to the working-class takeover of Paris. The Parisian workers elected a council from the various wards of the city and organized public services for all its two million city residents. Their first decree was to arm the masses to defend their new proto-state. They erected a “fuller democracy” than had ever existed before and instated deeply progressive, feminist, worker-centered decrees [27]. But before the Commune could develop into a state, they were overthrown by an alliance of the bourgeoisie and the aristocracy, whose armies killed tens of thousands of workers.

In the wake of this unspeakable tragedy, the martyrs of the Commune left behind a crucial lesson: after overthrowing the capitalist state, a new worker’s state must be developed, and it must be defended fiercely from the former ruling class. The next year, Marx and Engels wrote a new preface to The Communist Manifesto explicitly drawing out the lesson: “One thing especially was proved by the Commune: that the working class cannot simply lay hold of the ready-made State machinery, and wield it for its own purposes” [28.] Lenin adds that “it is still necessary to suppress the bourgeoisie and crush their resistance,” and the Commune’s failure to do this was “one of the reasons for its defeat” [29]. These lessons were pivotal in the later successes of the Bolshevik Revolution, as well as the subsequent revolutions of the colonized peoples.

Today, some people interested in alternatives to capitalism hope we can build socialism through the legislative and electoral arena, avoiding a large-scale social revolution altogether [30]. We can and should pass legislation to curb campaign financing, increase taxes on the rich, and grant universal healthcare, all of which would be welcome improvements to the majority of our class. Yet such piecemeal reforms cannot produce the wholesale social transformation we need; the capitalists will attack progressive reforms at every opportunity and our class doesn’t have the state to enforce such legislation. The capitalist class, like every ruling class, will not allow their replacement by another class through their own state. We saw, for instance, how the Democratic Party manipulated elections to keep Bernie Sanders out of the presidential race. Any transformation of the capitalist state via reforms will also be impermanent because the people’s hard-fought gains can always be stolen by undemocratic bodies like the Supreme Court. For instance, the abortion rights we won in the 1970s were stolen from us in 2022 by the Supreme Court. To root deep and permanent transformations, we need to set up a workers-state, and we need to defend it.

The “committee for managing the common affairs of the whole bourgeoisie” cannot handle the tasks required to develop a new society for working and oppressed peoples. Just as the same bodily organ cannot perform two completely different tasks—the heart cannot be made to breathe, and the lungs cannot be made to beat—neither can the same state perform two completely different functions. The function of the socialist state in the U.S. will be to meet the needs of its people and the planet, and the function of the capitalist state is to meet the profit-seeking needs of the capitalists. Thus, the capitalist state cannot be transformed simply through seizure—it must be destroyed and replaced by a new workers’ state.

The socialist state and its withering away

The socialist state differs from the capitalist state in two crucial ways. First, it is the state of the majority and not of the minority, and second, it is a transitory apparatus unlike the capitalist state that, because it maintains class contradictions, foresees no end. To the first point, the capitalist state protects the material interests of a tiny fraction of society and holds down the vast masses of the people from revolting against them. The capitalist state must ensure that hundreds of millions of people endure their poverty and precarity without stopping production. Even though workers are the producers of all the value, we do not realize the fruits of our contributions. The capitalists do not produce any value, and so their status in society is structurally illegitimate. To maintain this lopsided situation, the capitalist state had to develop violent and ideological state apparatuses. The socialist state’s apparatuses will be drastically less violent, since they will need to repress only a tiny minority, while directing most of their energy to meeting the needs of the people.

To the second point of difference: the capitalist state claims to be at its final stage of history. By contrast, the final aim of the socialist state is to render itself irrelevant. It serves only as the transitory apparatuses that will deliver humanity to classless society. While the capitalist state has no plan for improving itself, or for solving the contradictions that envelop it, the socialist state is built with the self-awareness that it is not at the highest stage of humanity.

The transition from a workers-state to a classless society is important, given that class antagonisms and special oppressions do not disappear overnight. Remnants of the old order lay in wait for the opportune moment to rise up and counter-revolt, and they are often aided by imperialists abroad. The state must persist until “the resistance of the capitalists has been completely crushed, when the capitalists have disappeared, when there are no classes” [31]. Without exploitation and oppression, the state is no longer necessary. This transitional period will depend on the existing material conditions and can’t be determined in advance: “By what stages, by means of what practical measures humanity will proceed to this supreme aim we do not and cannot know,” Lenin wrote [32].

The main principle is that the socialist state would transform social relations, grow the productive forces of society, eliminate material scarcity, and then itself “wither away into the higher phase of communism” [33].  No socialist state, historical or present-day, has been able to move past the state.

Conclusion: Our role in the “belly of the beast”

The Soviet Union lived and died as a state, and Cuba and China have been states for 60 and 70 years. Because socialist revolutions occurred not in the imperialist or advanced capitalist countries but in the colonial, semi-colonial, and less industrially-developed ones, the process of building up the productive forces required for socialism was and is protracted. Further, given that the Bolsheviks faced imperialist interventions by 14 countries almost immediately, they had to strengthen their state. Throughout its existence, the USSR had to “defend its revolution from overthrow in a world still dominated by imperialist monopoly capitalism” [34]. Cuba has been under the most extreme trade embargo in existence at the hands of the U.S. since its birth and has withstood numerous counterrevolutionary attempts. The embargo is meant to suffocate and isolate the people of Cuba, and to incite a counterrevolution. Still, the people of Cuba support their government because of its tireless efforts to meet their needs under difficult circumstances which are outside of its control. The U.S.’s newest target for which it is preparing for military confrontation is China with the goal of overthrowing the Communist Party; to defend the gains of the Chinese Revolution, China must fortify their revolution through the state [35].

Despite immense pressure from the U.S. capitalist class, socialist states have been able to win immense victories. China, for instance, eradicated extreme poverty in what was “likely the greatest anti-poverty program achievement in the history of the human race” [36]. Cuba recently redefined the family through the passage of its new Families Code, written democratically and passed by popular referendum. The Code expands the rights of the most oppressed: women, children, LGBTQ people, and the elderly. For these socialist states to flourish, and to eventually wither away, imperialism must first be defeated.

Imperialism is blocking the development of socialist states and projects everywhere. As organizers in the U.S., it is our special duty to make socialist revolution in our country so that we may not only free ourselves, but also free our siblings around the world from the scourge of U.S. imperialism.  Once society is organized “on the basis of free and equal association of the producers,” we “will put the whole state machinery where it will then belong–into the museum of antiquities, next to the spinning wheel and the bronze ax” [37]. This is the communist horizon, in which the people through their state organs fulfill our dreams of organizing society in our own name.

References

[1] Louis Althusser, “Ideology and Ideological State Apparatuses: Notes Towards an Investigation,” inLenin and Philosophy and Other Essays, trans. B. Brewster (New York: Monthly Review Press, 1970/2001), 95-97. Availablehere.
[2] Martin Carnoy,The State and Political Theory(Princeton University Press, 1984), 10.
[3] V.I. Lenin “The State and Revolution: The Marxist Theory of the State and the Tasks of the Proletarian Revolution” inLenin Collected Works (Vol. 25): June-September 1917, 385-487 (Moscow: Progress Publishers, 1918/1964), 394. Also availablehere.
[4] Frederick Engels,The Origin of the Family, Private Property and the State(New York: International Publishers, 1884/1972), 229. Also availablehere.
[5] For an analysis of the U.S. state, see Eugene Puryear, “The U.S. State and the U.S. Revolution,”Liberation School,10 July 2022. Availablehere.
[6] Lenin, “The State and Revolution,” 398.
[7] Ibid., 392; For more context on why Lenin took up this study, see Brian Becker, “How the Ideas of ‘The State and Revolution’ Changed History,” inRevolution Manifesto: Understanding Marx and Lenin’s Theory of Revolution,ed. Ben Becker (San Francisco: Liberation Media, 2015), 8-9.
[8] Chas Critcher, Tony Jefferson, John Clarke, Brian Roberts,Policing theCrisis: Mugging, theState andLaw andOrder(London: Macmillan, 1978), 394.
[9] Mapping Police Violence, “2021 Police Violence Report” Availablehere.
[10] Ibid.
[11] Roy Walmsey, “World Prison Population List,” 12th ed.,Prison Policy Initiative, 2018. Availablehere; Wendy Sawyer and Peter Wagner, “Mass Incarceration: The Whole Pie 2022,”Prison Policy Initiative, 14 March 2023. Availablehere.
[12] Sawyer and Wagner, “Mass Incarceration.”
[13] Karl Marx and Frederick Engels,The German Ideology: Part One, ed. C.J. Arthur (New York: International Publishers, 1932/1970), 64; For more on Marx and ideology, see Derek Ford, “What is Ideology? A Marxist Introduction to the Marxist Theory of Ideology,”Liberation School, 07 September 202.1.
[14] Marx and Frederick Engels,The German Ideology,64, emphasis added.
[15] Ibid., 65.
[16] Althusser, “Ideology and Ideological State Apparatuses,” 96.
[17] Nickie Louise, “These 6 Corporations Control 90% of the Media Outlets in America. The Illusion of Choice and Objectivity,”TechStartups, 18 September 2020. Availablehere.
[18] Althusser, “Ideology and Ideological State Apparatuses,” 104.
[19] Ibid., 89.
[20] Samuel Bowles and Herbert Gintis, Schooling in Capitalist America: Educational Reform and the Contradictions of Economic Life(New York: Basic Books: 1976), 12.
[21] See, for example, William Ayers, “The Criminalization of Youth: Politicians Promote Lock-Em-Up Mentality,”Rethinking Schools12, no. 2 (1997/1998). Availablehere.
[22] Bowles and Gintis,Schooling in Capitalist America, 265.
[23] Ibid., 285.
[24] Tracey Onyenacho, “Black and Brown Students Are Organizing to Remove Police From Their Schools,”ColorLines, 21 July 2020. Availablehere.
[25] Karl Marx and Friedrich Engels,The Communist Manifesto, trans. S. Moore (New York: Penguin Books, 1888/1967), 221.
[26] Karl Marx,Capital: A Critique of Political Economy (Vol. 1): The Process of Capitalist Production, trans. S. Moore and E. Aveling (New York: International Publishers, 1867/1967), 229. Availablehere.
[27] For more on the Paris Commune, see: Richard Becker, “Vive La Commune! The Paris Commune 150 Years Later,”Liberation School,March 18, 2021. Availablehere.
[28] Marx and Engels,The Communist Manifesto, 194.
[29] Lenin, “The State and Revolution,” 424.
[30] For a definition of socialist revolution, see Nino Brown, “What Does it Take to Make a Socialist Revolution?”Liberation School, 29 September 2022. Availablehere.
[31] Lenin, “The State and Revolution,” 467.
[32] Ibid., 477.
[33] Richard Becker, “The Soviet Union: Why the Workers’ State Could Not Wither Away,” inRevolution Manifesto: Understanding Marx and Lenin’s Theory of Revolution,ed. Ben Becker (San Francisco: Liberation Media, 2015), 58.
[34] Ibid.
[35] Global Times, “Global Times interview: Brian Becker on socialism and the U.S. campaign against China,”Liberation News, 05 July 2022. Availablehere.
[36] Ibid.
[37] Engels,The Origin of the Family, Private Property and the State, 232.

A Marxist Concept of Politics

By Yanis Iqbal

Under capitalism, political violence is not constantly required for the extraction of surplus-value and the maintenance of capitalist social relations. The separation of direct producers from the means of production in capitalist social formations means that surplus-value can be appropriated by economic mechanisms without the repeated deployment or threat of deployment of politico-military force in the battle between classes. In Mute Compulsion: A Theory of the Economic Power of Capital, Søren Mau writes: “The characteristic thing about the power of capital is precisely that it has an ability to reproduce itself through economic processes, or, put differently, that the organization of social reproduction on the basis of capital gives rise to a set of powerful structural mechanisms which ensure its reproduction all by itself, as it were.” Capitalism constructs a new social relationship between the employer and the employed, one that allows the former to gain full control over the immediate environment of the latter. It needs workers to be “free” in a double sense: “free” to sell their own labor-power (not legally tied to a landlord or master) and “free” of any possession of the means of production, so that their material survival is dependent on becoming a wage-laborer. It is important to note here that the “freedom” to sell labor-power is rooted in “the mystified/mystifying moment of the wage contract and the freedom-of-contract rhetoric of nineteenth-century liberal individualism.”

Such a notion of “freedom” refers not to the actual independence of workers but to the ideological concealment of the coerciveness of the wage contract through a discourse of legal voluntarism. It denotes the process whereby proletarianized masses – separated from the means of production – are given the legal ability to enter the abstract sphere of bourgeois-juridical formalism and participate in the capitalist labor market. Thus, the economic power of capitalism exists as a form of exploitation that appears as the agential and self-driven decision of the individualized worker. This appearance is supported not only by the ideology of liberal contractualism but by the operational modality of economic power, which involves the application of indirect, structural pressures upon the material environment of subaltern classes. As Mau comments: “Whereas violence and ideology directly address the subject, economic power addresses it only indirectly through the manipulation of its socio-material environment. Economic power thus has to do with the way in which social relations of domination reproduce themselves by being inscribed in the environment of the subject.”

Insofar that the economic power of capital renders superfluous the need for political coercion in the labor process, there emerges a separation of the economic from the political. This concept of separation, while analytically true, applies to the individual labor process of capitalists, not to the social totality of the capitalist social formation. At the level of the individual capitalist, the need to simply survive, to avoid starvation, surely impels subalterns to join the rank of the proletariat. However, when we look at this issue from the collective standpoint of the capitalist totality, the process that institutes wage slavery as the only economic way of ensuring subsistence is brought about by a political closure of alternative employment options. This situation differs significantly from the one that prevails in pre-capitalist societies. In these societies, direct producers are not yet deprived of the means of production. Given this fact, the surplus labor of the exploited classes has to be appropriated in a form other than the economic coercion of the market found under capitalism. This form is provided by the political power and naked violence of pre-modern ideologies, which use religious prejudices and primitive attitudes to ensure subservience to the exploiters.

What is evident here is the fact that in pre-capitalist societies, individual owners of property have to continually use political violence to maintain control over property, a situation that is different from capitalism, where individual capitalists as capitalist property-owners do not have to use extra-economic force for the reproduction of their class status. But the capitalist class as a whole – in the form of the capitalist state – does utilize political and ideological violence to perpetuate the monopolization of the means of subsistence of the masses and the forcible destruction of non-capitalist livelihoods that may weaken the economic power of capital. Hence, both pre-capitalist and capitalist social formations are dependent upon political violence for their social reproduction. What differentiates the one from the other is the fact that capitalists, unlike pre-capitalist exploiters, don’t have to use violence at the individual level to ensure their dominance since that role is served by the economic compulsion of the market. However, the absence of violence at the individual level is propped up by the presence of violence at the collective level, embodied in the capitalist state. The systematic construction of public apparatuses that can perform repressive tasks for the bourgeoisie ensures that the working class has no choice not to work for a wage, being unable to choose between capitalist and non-capitalist employers.

This state of structural oppression – brought about through the political subjugation of non-capitalist subsistence options – demonstrates that in capitalism, what emerges is not so much the separation of the economic and the political but their functional division wherein individual capitalists possess economic power and the capitalist state possesses political power. Raju J Das writes: “the capitalist state and the capitalist class…are two arms of the social relationship called capitalist class relation. One arm signifies the exploitation of the majority and its (near) separation from property, and wealth-accumulation in the hands of the capitalists. Another arm signifies the political oppression/subjugation of the majority by the state. In other words, one arm signifies the capitalist class as a whole, and another arm signifies the state which is, above all, the coercive instrument to reproduce the capitalist class relations”. 

The capitalist relationship of dialectical mediation between the economic power of capital and the political power of the bourgeois state – distinguished from the sole presence of political power in pre-capitalist social formations – means that the immediate capitalist labor process appears to be free from violence and coercion. This appearance has a material basis in social reality because it reflects how the economic power of capital is structurally imbricated with the political power of the state. When acting as exploited workers in the capitalist civil society, it is only natural for proletarian human beings to perceive their engagement with the labor process as an economic one, as one that allows them to receive wages and satisfy monetary requirements.

Viewed from the perspective of the human imagination, which concerns itself with the affective workings of the senses, the capitalist civil society is a representation of the act of economic exchange and nothing more. The interconnection of this economic sphere with the coercive logic of the state is ignored because the ideas of the proletariat are interwoven with the material practice of wage slavery to such an extent that they are strongly limited by the horizons of the latter. Workers experience the economic mechanisms of capitalism as the immediate apprehension of objective forms that lie outside their subjective being, as mere methods of subsistence to which one has to conform. In this way, the proletariat’s material relation with the economic logic of the capitalist civil society is transformed into an ethereal relation to external forms. The visibility of the capitalist economy arises out of the structural invisibility of the political violence that generated its foundational framework, as well as of the overarching network of socio-cultural relations that serves the bourgeoisie through its manifold cruelties. This inability of human imagination to understand the interdependence of capitalist economy on the political violence of the state is part and parcel of the way in which ideology operates. It limits the mental capacities of human beings by socially constructing a collective sensorium that carries out processes of routinized sense-making and shapes comprehension, interaction, and practice. Gabriel Rockhill and Jennifer Ponce de León elaborate: 

Rather than there being a real, given world outside of ideology, that is then simply distorted through inversion, the world materially delivers itself to us upside down, and this is the primary datum of our ideological experience…material practice formats our perceptual matrix in such deep and fundamental ways that the world is “naturally” delivered to us through the lens of ideology. Instead of simply being a set of illusions or false ideas, ideology operates as an all-encompassing sensorium that emerges from the actual life-processes of homo faber. It composes an entire universe through the collective and historical production of a shared world of sense that is at one and the same time physical and mental. It is the collective historical life-process (der historische Lebensprozess) that forges this sensorium in such a seamless fashion that it is largely rendered imperceptible.

The human imagination is thus essentially entwined with an ideological imaginary i.e. “a collectively produced practical mode of intelligibility that assembles self-evident givens, being at one and the same time a way of thinking, feeling, being, perceiving, and acting. Far from remaining purely conceptual, it is affective, practical, perceptual, and axiological. An imaginary is thus the anchored modus operandi of social agents, which is flexible and varies across the social field depending on the agencies involved in its precise configuration.” In contrast to the ideological nature of human imagination, the rational faculties of human beings interact with reality by constructing adequate ideas that theoretically totalize the given facts through their contextualization in a historical movement of fluid social relations. This means that reason will comprehend the bourgeois political society as a necessary component of capital in which its essence as an exploitative dynamic is expressed, reinforcing the conditions of possibility of surplus-extraction through the repression of non-capitalist possibilities in the realm of civil society. Furthermore, reason understands that the one-sided representation of the capitalist civil society as a sphere of “free”, non-political wage contracts is essential for the continuous expansion of capital, for without this ideological illusion – that relationships in bourgeois civil society are representations of strictly economic exchanges – the commodity-form will fail in forcing subalterns into the entire circuit of capitalist reproduction that generates surplus-value.

Now, taking into account that the separation of the economic and the political under capitalism is primarily an ideological one, we need to examine what impact this separation has upon the logic of politics in a capitalist social formation. From the bourgeois viewpoint, politics actually functions as the invisible background of capitalist economics, as the violent underside of the abstract legalism of the market. The centrality of political violence to the field of economic production demands that it be ideologically mystified so that the dialectical linkages between the political power of the state and the economic power of capital can be broken and the character of the labor process can be normatively described as non-coercive and voluntary. This act of normative description is carried out by taking the capitalist separation of economics and politics at face value, without questioning the essence that lies beneath this appearance. As I have already noted, economic capital, unlike the ideological deployment of violence in pre-capitalist social formations, interpellates the subalterns in a matrix of subordination that works indirectly through the molding of their socio-material surroundings and conditions. Once the proletariat has been politically separated from the preconditions of its sustenance, the realization of its life can be carried out only through the presence of capital as a mediator. Thus, instead of an external power, the working class’s own interests with regards to survival force it to sell its labor-power. Todd McGowan writes:

“In the capitalist epoch, a bizarre inversion occurs: one’s obedience occurs through one’s isolated particularity…One obeys not by submitting to the domination of an authority’s command but by following one’s own self-interest…Capitalism does not eliminate obedience, though it does eliminate the act of submission to a structure of mastery. Individuals continue to participate in a structure that guides their existence, but they cease to experience it as a structure of mastery.”

The coincidence of the proletariat’s individual interest for sustenance with capital’s profit-driven interest for surplus extraction – rooted in the political separation of the immediate producers from their means of production – means that the economy comes to assume a veneer of depoliticized neutrality, with the state’s function of political violence in the capitalist market fading into the background. As soon as the appearance of the capitalist market as a technocratic arbiter of individual interests emerges, bourgeois ideologists discursively entrench this appearance by reconfiguring political society, so that it no longer signifies the coercive complement of capital’s economic power but a synthetic zone of abstract legalism that aids the ostensible market rationalism of bourgeois civil society. Politics no longer refers to the inner component of extra-economic violence that inevitably accompanies the economic power of capital but to a juridified political society that speaks only through the language of the formal equality of otherwise unequal citizens – a language that is itself a reflection of the capitalist market that organizes commodity exchange in terms of the abstract equivalence of qualitatively unequal market actors. The juridical concept of the equality of all citizens before the law, the equal respect for the life and property of each citizen, the equal freedom of association and contract, forms a necessary legal-institutional basis for a system of commodity production that posits materially unequal social agents as abstractly equal “rational” actors that are pursuing their individual interests through the medium of the market. Under a social structure of capitalist accumulation, the representative liberal state enforces this formal contractual equality only to cloak the very real inequalities that exist between the propertied capitalists and the property-less wage-laborers. 

For the proletariat, the natural-law contractualism that undergirds politics in a capitalist society – founded upon the ideological depoliticization of the economy and the technocratic erasure of the violent antagonistic social relations inherent to the field of production – results in the systemic delimitation of politics: in its status quoist version, politics sets its boundaries of intervention in an external fashion with regards to the field of production. It considers its area of operation to be the juridified political society of capitalism – a sphere of political existence that is wholly internal to the constraints of the bourgeois state and its institutional apparatuses, functionally bounded by the field of reproduction of the strategic political and social interests of the bourgeois class. Here, we can observe how the apparent alienation and separation of this sphere of bourgeois politics from the material intercourse that takes in bourgeois civil society actually facilitates their ever close intermeshing.

The claims of bourgeois political society to a juridical status of an abstract entity that can’t interfere with the market rationalism of civil society leads to a paradoxical non-interventionist stance: state-supported political violence consistently intervenes against opposition to the scientific pretensions of the market so that it can maintain the space within which the ostensibly non-political and self-sustaining mechanisms of the market can work. Political intervention creates the conditions of possibility for a supposedly non-political market that is touted as an entity capable of sustaining itself without further intervention. The lack of intervention of the capitalist state in the free market is based upon political interventions that create the conditions of possibility for that non-interventionism through the elimination of any form of opposition. Bourgeois ideologists want to drive out the paradoxical character of the political state by forgetting the political coercion that constitutes the condition of possibility for the self-regulating market and ideologically consecrating the bourgeois state as a legal guarantor of the rationalism of capitalist civil society. The proletariat demolishes this façade by showing how the rationalism of the market requires as its dialectical counterpart the irrationalism of the political state, how the realization of working class survival through market exchanges is produced by the destruction of non-capitalist options, how the juridified political society’s respect for the so-called scientific nature of the market is actually a mask for coercively eliminating the class antagonisms found in the capitalist labor process. From this, it is clear that the bourgeoisie’s hegemonic project is conflictual: to gain consent, the ruling class has to interact with the proletarian hostility arising from the class conflicts that are constitutive of capitalist society. In this process, the collective structures of civil society are given a bivalent character. On the one hand, they serve as the instruments through which the elite exercises economic and ideological power. On the other hand, insofar that the bourgeoisie has to maintain a power equilibrium through the creation of apparatuses that deal with subaltern opposition, the organisms of civil society also function as the principal vehicle for the actions of these oppressed classes.

The existence of this duality causes the emergence of two different conceptions of politics: bourgeois politics, which revels in the abstractness of legal contractualism, and proletarian politics, which constantly overflows the barriers of bourgeois politics to highlight the violence that forms an essential substratum of economic exchange. While the former resides in the realm of political society, unwilling to explore how the state is not a legal guarantor of juridical equality but a capitalist enforcer of material inequality, the latter resides in the connective terrain between political society and civil society, constantly highlighting the internality of the bourgeois state’s political violence to the supposedly “neutral” economic power of capital. This form of proletarian politics understands that the enrichment of the political equality promised by the bourgeois state cannot lead to the eradication of exploitation from the economic arena of bourgeois civil society. On the contrary, it reinforces the social legitimacy of the state institutions that are responsible for hiding the essentially violent and oppressive nature of the capitalist economy. Bourgeois ideologists have combatted the counter-hegemonic thrust of proletarian politics by portraying it as an unscientific remainder of pre-capitalism that attempts to politically disrupt the non-political stability of the free market’s invisible hand. As Etienne Balibar notes: 

The fundamental point is that from Adam Smith onwards, ‘economic’ discourse, by presenting itself as science and radically divorcing itself from ‘politics’, represented as a remnant of pre-capitalism, and thus instituting the distinction of civil society and the State, provides the different factions of the bourgeoisie with the means of considering, and thus of organizing the unity of their interests as just so many conditions of the accumulation of capital. Everything opposing their mutual interests is called ‘politics’, and everything which leads back to the logic of accumulation, that is, to the command of capital (or money) over labour, is called ‘economics’ At last this provides the means, albeit theoretical, of preventing the interests of labour, or rather of workers, from entering into the conflict of interests between different bourgeois factions, so as to disturb its ‘arbitrations’ (as we say nowadays) and to undermine the mass bases of the State. 

To summarize, from the standpoint of the bourgeoisie, there are two definitions of politics: one is the legalistic one that ideologically reflects the apparent alienation of political society from civil society and the other is the revolutionary one that emphasizes their real interdependence and interpenetration. While the former is based on legal respect for the market rationalism of supposedly scientific bourgeois economics, the latter is based on radical hostility to the scientific and rationalist pretensions of capitalist surplus extraction, highlighting their irrational interrelation with the coercive logic of state-sponsored political violence. These two forms of politics, however, don’t exist in neat separation from one another. To be more precise, revolutionary politics itself has suffered the ideological invasion of bourgeois elements, taking from the latter the notion of the separation of economics and politics under capitalism and radicalizing it in an anti-capitalist direction. This ideological hybridity manifests itself in the form of ultra-leftism, which opposes any form of participation in the movement for reforms. Such opposition emerges from the specific discursive order of that ideology.

The appearance of the division of the extra-economic state from the economic labor process – embodied in the ideological mystification of juridical abstractness – is accepted with a radical twist: the separation is now construed no longer as the juridical respect for market rationalism but as the violent subjection of civil society to the dictates of political society. In the case of bourgeois ideologists, the separation of economics (civil society) and politics (political society) is affirmed to maintain the hierarchical subjection of the former to the latter. In the case of ultra-leftwing ideologists, the same separation is affirmed in favor of civil society. It is said that the hegemonic perpetuation of the power of capital over labour requires a state machinery which is divorced from the mass of the people and beyond their democratic control, so the working class, in order to remove the bourgeoisie from their position of dominance and set up a Communist order, requires a form of government through which political society can be reabsorbed into civil society. The privileging of civil society produces a form of anti-politics that regards as futile any kind of participation in the political system of capitalism. In both the bourgeois and ultra-leftwing cases, the terms – economics and politics, civil society and political society – continue to exist in their static state of separation, only their relational ordering is changed.

Unlike these two ideologies, Communism destroys the strict isolation of state and society and points out how it is their particular dialectical nexus that constitutes the essence of the capitalist arrangement. Contrary to the propositions of ultra-leftists, capitalism does not involve the separation of civil society and political society, and the subjection of the former to the violence of the latter. Instead, it involves the inextricable intermeshing of the political power of the state and the economic power of capital – the former ensuring the preconditions for the continued existence of the latter. The role of proletarian politics consists in advancing a class struggle in such a way that the working class comes to expose the essential violence of the labor process, showing how it is tethered to the coercive closure of non-capitalist alternatives and is full of irreconcilable class antagonisms. In the normal conditions of bourgeois hegemony, the civil war between the proletariat and the bourgeoisie remains latent, or invisible, unavailable to the consciousness of the subaltern, which continues to think of economics and politics in terms of market rationalism and juridical equality, respectively.

When the normal exercise of bourgeois hegemony breaks down, when the apparent separation of economics and politics weakens, the confrontational edge of class struggle comes to the fore, with the proletariat openly criticizing political society and civil society as two moments of a dialectical whole, geared towards their exploitation. Politics in the Marxist sense refers precisely to the transition that is effected by the proletariat from one phase of class struggle to the other, the becoming visible of the latent struggle between the bourgeoisie and the proletariat through the destruction of the antinomies of politics and economics. To use the words of Balibar, for the workers’ movement, the reality of politics “is nothing other than the development of the contradictions of the economy...To transgress the limits of the recognized – and artificially separated – political sphere, which are only ever the limits of the established order, politics has to get back to the ‘non-political’ conditions of that institution (conditions which are, ultimately, eminently political). It has, in other words, to get back to the economic contradictions, and gain a purchase on these from the inside.” This “pattern of referring back to the material conditions of politics, which is in turn required for the internal political transformation of those conditions,” means that the proletariat cannot refrain from engaging with the political dynamics of capitalist society. On the contrary, to destroy the separation of economics and politics, the working class has to consistently build a mass movement that defends the living standards of workers and activates the latent class antagonisms in the field of economic production.

As part of this, the Communist Party has to also participate in elections so that it can displace the ostensible neutrality of bourgeois political society from within that sphere. Expressed in more general terms, while ultra-leftism privileges civil society and attempts to voluntarily proclaim a space of proletarian autonomy within that sphere, Marxism recognizes the structural embeddedness of subalterns in the dialectical nexus of political society and civil society and thus builds proletarian autonomy through a concrete movement of political practices that can dissolve that nexus. Bearing in mind how the apparent separation of economics and politics under capitalism weakens the independence of the proletariat, the Communist Party always tries to overcome this separation through all possible means. Insofar that Communism has as its goal the unification of economics and politics, it is both hyper-political, highlighting the intense antagonisms found in both political society and civil society, and anti-political, overcoming bourgeois restrictions to articulate an expansive notion of politics. Once this separation has been overcome, class struggle can replace the capitalist totality, whose dialectical moments are political society and civil society, with Communist totality, whose dialectical moments are formed by the free association of human beings working toward their self-actualization through democratically managed production. 

One of Austria's Most Popular Mayors is a Marxist

By Joseph Lobodzinski

It’s hard to imagine someone with Marxist leanings holding an influential position in neoliberal European politics. Ever since the fall of the Warsaw Pact and the dissolution of the Soviet Union, to brand yourself as a communist would be a political death sentence throughout most of Europe.

The Alpine nation of Austria is no different in this regard. For leftists, its political terrain is as tumultuous and difficult to traverse as the steep mountains and hills that make up much of the country’s geography. Despite having an expansive welfare state that would make many American politicians’ heads spin, fit with universal healthcare and tuition-free public college, the country of approximately nine million people is roughly 55% Roman Catholic and is arguably one of the more socially and politically moderate countries in all of Europe. The center-left Social Democratic Party of Austria (Sozialdemokratische Partei Österreichs, SPÖ) and center-right Austrian People’s Party (Österreichische Volkspartei, ÖVP) have dominated Austrian politics since the end of the Second World War.

Yet, one of Austria’s most influential and popular mayors is an open Marxist.

On September 26th, 2021, the second largest city in Austria, Graz, held municipal elections to determine its city council and mayoral office via a party-line ballot. The Austrian People’s Party (ÖVP), which led the mayoral coalition of Graz heading into the election, was favored to defeat the Communist Party of Austria (Kommunistische Partei Österreichs, KPÖ) which up until that time was the second largest political party in the city’s government.

Entering Election Day, the ÖVP was leading all polling, and was expected to win the most votes, giving it the privilege of forming the city’s governing coalition, as it had previously enjoyed in many elections prior.

However, by the time all the ballots were received and counted, the KPÖ had won, obtaining 28.8% of the votes cast.

Shocking many across the country, the continent, and the world, Elke Kahr, a Communist city councilor who is the leader of the KPÖ’s Graz chapter, quickly formed a coalition government with the Greens and Social Democrats. By November 17th, 2021, she had become the first communist mayor of an Austrian city.

A bronze-colored bust of Karl Marx soon found itself as a main piece of decor in the Mayor’s office.

Almost immediately after taking office, Kahr went straight to work implementing policies helping the city’s most vulnerable populations.

Growing up as an orphan who was raised by a family that lived in low-income government housing within the city, one of her main goals is to “redistribute wealth” and “alleviate the problems of the people in our city as much as possible.”

Kahr’s government has done much to address poverty across Graz. They have produced a budget devoid of additional support to real estate speculators; increased the rent deposit fund; capped rents in city-owned housing with the money that would have otherwise been spent financing private constructors to build exorbitant housing; cleaned up the city by instituting a freeze on rates for garbage and sewage collection; protected city trees that contribute to producing clean air; opened public housing to non-EU citizens; and reduced fees for public transportation. Finally, the city government has also unleashed a plan to install a new, extensive tramline by 2025 and to give every child a bicycle to advance their goal of making the city carbon neutral by 2040 in order to follow the standard set by the national government.

And if that wasn’t enough, Kahr gives away €88,000 of her €120,000 mayoral salary — often to retirees, migrants, and individuals with health problems who are struggling to pay different monthly bills. “I’m simply convinced that politicians make too much,” she says.

In an interview with Jacobin, Kahr laid out how her journey to becoming Mayor was one that took nearly four decades of organizing through the Austrian Communist Party to demonstrate commitment to the residents of her city. “You have to be in touch with how others live and work if you are going to be a useful party for people,” she explained.

“I joined the KPÖ in 1983 because I was looking for a political home and community that resembled how I pictured a just and equal society. Over the decades, and in all my various roles — first as a KPÖ employee, then as a city council member, and later as the head of the party in Graz — the one thing I’ve wanted was to serve people. I’ve wanted to do everything I can to make sure that the party works with people to further the causes that are important to their lives.”

Kahr has also attributed some of her success to rejecting the excesses of past communist governments. When pressed about the history of communism and state socialism, she said, “Of course, crimes have been committed in the history of the communist movement as well, and they need to be openly discussed... among the many human lives on Stalin’s consciousness were no small number of great communists.” 

However, she emphasized the importance of maintaining the Communist brand, and to not shy away from the political ideology when placed under scrutiny. “Anything else would be false advertising.”

It seems by distancing herself from the usual perceived negative connotations of Marxism, through years of organizing and building relationships with her constituents, as well as developing policies for the struggling citizens of her city, Kahr has found a recipe for electoral and political success.

And now, nearly one year into her term as Mayor, she touts an impressive 65% approval rating among city residents. 

Elke Kahr’s example may just illuminate the path that European leftists should follow to win political office, particularly at the local level. In the Mayor’s own words, “We can’t end neoliberalism in one city. But we can do everything to ensure that people aren’t burdened even more.”

Capitalism and the “Feminization of Poverty”: A Marxist Perspective on Ending Women’s Oppression

By Radhika Miller

Republished from Liberation School.

Sexism is so endemic today that it can be difficult to imagine a society that does not degrade and devalue women. Modern capitalist society is a form of class society, and in today’s capitalist society women face sexism everywhere we turn — within our own homes and personal relationships, in school and in our professional careers, even as we walk down the street.

But this is not the way things always have been and, despite its prevalence in today’s society, the oppression of women is not a part of human nature. Sexism is not natural, which means we can eliminate it.

The oppression of women is rooted in a hierarchical system that values men over women, a system organized around patriarchal norms but that is much broader than patriarchy, in which the oppression of people is not based simply on sex but on class.

Class society the root of women’s oppression

For the vast majority of human history, society was organized around communal groups, and women were not specially oppressed. It was the emergence of class society that formed the foundation for patriarchal norms and the oppression of women.

Class society is the organization of society based on economic exploitation. People are separated into two classes with opposing interests: one is the group of people who own the means of production, who use this ownership of resources and productive forces to accumulate wealth unto themselves — the ruling class; the other class is the group of people who do not own the means of production, but who, through their labor, in fact produce the wealth of society — the laborers. The ruling class exploits the laboring class in order to amass wealth.

Feudalism and capitalism are two examples of class society. In a feudal society, serfs and peasants worked the land, but they did not own the land, and they did not keep the full value of what they produced. Much of the fruits of their labor were handed over to the lords, the landowners that were members of the ruling class that became rich off the land. In a capitalist society, workers produce goods and provide services, but they do not own factories and corporations. The capitalists who own the factories, banks and corporations, members of the ruling class, become rich by paying workers less than the value of the goods produced and lining their pockets with the difference — the profits.

Communal society

If we think of all of human history as one year, or 365 days, the duration of class society and patriarchy would be only five days — less than one week. For the vast majority of our existence, we lived in communal societies. In those societies, women and men performed different work, but all people were valued for their contributions to the survival of the group.

For thousands of years, humanity struggled together for survival in the face of scarcity and deprivation. There were no social classes based upon wealth or power, and no individuals or families amassed wealth; everything was owned by the communities as a whole. Each task was critical to survival and considered a communal responsibility. Hunting, gathering, building homes, child rearing and caring for elders — each of these tasks was valued as critical and was accomplished by members of the group working together rather than by individuals or individual familial units. An individual’s value to society was not based on their gender but rather on their ability to contribute to each of these critical tasks, tasks which may have been performed by different genders but were held in high esteem regardless.

In “The Origins of the Family, Private Property and the State,” Frederick Engels outlined the material reasons for why people lived communally:

A division of the tribe or of the gens into different classes was equally impossible. And that brings us to the examination of the economic basis of these conditions. The population is extremely sparse; it is dense only at the tribe’s place of settlement, around which lie in a wide circle first the hunting grounds and then the protective belt of neutral forest, which separates the tribe from others. The division of labor is purely primitive, between the sexes only. The man fights in the wars, goes hunting and fishing, procures the raw materials of food and the tools necessary for doing so. The woman looks after the house and the preparation of food and clothing, cooks, weaves, sews. They are each master in their own sphere: the man in the forest, the woman in the house. Each is owner of the instruments which he or she makes and uses: the man of the weapons, the hunting and fishing implements, the woman of the household gear. The housekeeping is communal among several and often many families. What is made and used in common is common property — the house, the garden, the long-boat.

Society at this stage was matrilineal: women, the organizers of food, shelter and child rearing, were the center of life. The lineage of any person was traced through the mother’s line. Children were not the sole responsibility of the biological mother and/or father but rather were linked by kinship to what we now refer to as extended family.

Class society produces inequality

As Engels explained, inequality emerged for the first time only after millennia of this communal, shared existence. With the emergence of surplus, wealth, and class society came the emergence of patriarchal society and the oppression of women. Over time, as the development of the tools and methods of production produced a surplus, one sector of society, primarily men as the primary hunters and organizers of animal husbandry, could hoard and accumulate wealth as private property.¹ Before the advent of private property, there was no special power or privileges associated with this type of labor. As explained above, all types of labor were valued as critical to survival of the community.

As the capacity to produce continued to grow beyond the minimum for survival, the social and productive relations of matrilineal pre-class societies weakened.

Mother-right was overturned, and men came to control the wealth and resources, using organized violence and redefined family institutions in the form of monogamous marriage to maintain their new position in society.

Engels describes the magnitude of this historical development:

The overthrow of mother-right was the world historical defeat of the female sex. The man took command in the home also; the woman was degraded and reduced to servitude, she became the slave of his lust and a mere instrument for the production of children. This degraded position of the woman, especially conspicuous among the Greeks of the heroic and still more of the classical age, has gradually been palliated and glossed over, and sometimes clothed in a milder form; in no sense has it been abolished.

The origins of violence against women and the denial of women’s right to control reproduction can be traced to this development. The overthrow of mother-right resulted in women essentially becoming the property of men. Female sexuality, once freely expressed, was now severely restricted in order to assure the “legitimate” line of descent from father to son for the purposes of inheritance. This was, in turn, tied to the emergence of class society itself, initially on the basis of slavery through warfare.

Engels explained:

The increase of production in all branches — cattle-raising, agriculture, domestic handicrafts — gave human labor-power the capacity to produce a larger product than was necessary for its maintenance. At the same time, it increased the daily amount of work to be done by each member of the gens, household community or single family. It was now desirable to bring in new labor forces. War provided them; prisoners of war were turned into slaves. With its increase of the productivity of labor, and therefore of wealth, and its extension of the field of production, the first great social division of labor was bound, in the general historical conditions prevailing, to bring slavery in its train. From the first great social division of labor arose the first great cleavage of society into two classes: masters and slaves, exploiters and exploited.

Previously, the victors in war either killed or adopted those they defeated into their own tribes to contribute critical tasks of survival, but now, they enslaved the losers in order drive production and create wealth. Slavery was an early form of class society. The development of productive forces and advent of private property set into motion: (1) the emergence of the male-controlled family; (2) the emergence of class society itself. These are closely related, and in the modern form of capitalism, inextricable.²

Women’s oppression in capitalist society

Women’s oppression has changed over time as economic exploitation has changed. Slavery, feudalism and capitalism all demonstrate the exploitation of people in class society. The oppression of women under capitalism manifests in a myriad of ways.

Capitalism is a class society driven by the generation of profits. The capitalist class owns the means of production. This includes the factories and resources required to produce material goods, which run the gamut from shoes to houses. Resources include the means to access fuels, like oil, and even necessities like water. Capitalist production requires the employment of both male and female laborers. Since its inception, working-class women have been drawn out of the isolated atmosphere of the home and into collective production. Some of the first factory workers were women.

And since its inception, capitalism has generated profits by exploiting and undervaluing women in the workplace to a greater degree than men. This directly affects economic status, both by underpaying women and by excluding them from higher paying positions — relegating them to “gendered” positions that are typically service-oriented and lower-paying.

In the United States, women work longer hours and make less money than men. Even though equal pay for equal work has been federal law since 1963, when compared to men with similar education, skills and experience, women earn less than 76 cents to the dollar. For women of color, this is closer to 50 cents. In fact, the average 25-year-old working woman will lose almost $500,000 due to unequal pay during her lifetime as a worker. Yet, she will pay the same for rent, food, utilities and services as her male counterpart. In addition, she is likely to pay more for necessities like health care and more likely to lose money when she is sick. In the United States, among working women earning less than $40,000 per year, up to half are without basic benefits, including secure, affordable health insurance, prescription drug coverage, pension or retirement benefits, or paid sick leave.

This inequality allows capitalism to thrive. Lower pay for a sector of workers — women — plays two critical roles: (1) This directly translates to greater profits because capitalists keep more of the value of the good or service by not paying as much to workers. (2) It also creates a division within the working class, pitting women and men against each other in the workplace because the availability of cheaper labor by women is a bargaining chip that allows capitalists to pay men less as well.

Beyond being underpaid in the workplace, women carry out a great amount of unpaid labor in capitalist society. This is because work like childcare, preparing food in the household and other similar work that was greatly valued in pre-communal society is not assigned a monetary value in capitalist society. Moreover, this work has been de-socialized. Often referred to as “the second shift,” what used to be a communal responsibility has become the onus of individual women to complete on top of the work they perform for pay outside the home. Of course, these tasks are no less necessary to survival to the workforce, regardless of gender. As critical tasks performed at no cost to the capitalists, this unpaid labor — the exploitation of women — is a great source of profit in capitalist society.

All of this makes women more likely to be poor. In 1978, professor Diana Pearce used the term “feminization of poverty” to describe trends in the standard of living in the United States. The fact that women perform unpaid labor, are more likely to perform lower-paying jobs, and that even when performing the same job are paid less means that under capitalism, women will always be poorer than their male counterparts simply because they are women. In the United States, almost 60 percent of adults with an income of less than half the poverty line are women. Black and Latina women have a much higher poverty rate than white women (generally two to three times as high).

In addition, the violence against women we see in today’s capitalist society is a vestige of women’s historic status as property — a status that emerged with and is inextricably tied to class society. Rather than a random or individual crime, violence against women is a symptom of women’s subordinate position in modern class society. The sheer magnitude of violence against women around the world, including in the most advanced capitalist societies speaks to this. In the United States, every two minutes a women is sexually assaulted and every six minutes one is raped. This amounts to about 200,000 victims per year, with 17 percent of women having survived a complete or attempted rape. Domestic violence is the greatest form of injury to women in the United States, more than all other causes combined.

Moreover, the emergence of “global capitalism” has meant that all of these manifestations of women’s oppression are being incorporated into business practices and imperialist military strategies worldwide.

Globally, women earn about 50 percent of what men earn and are the majority of the 1.5 billion people who survive on a dollar or less a day. In transnational sweatshops doing business under free-trade agreements like NAFTA, young women working for slave wages are routinely abused at work. Since 1993, more than 1,000 women and girls have been killed in Juarez, Mexico. Most were workers in the “maquiladora” factories in the free-trade zone in the U.S.-Mexico border. Around the world, one in three women has been beaten, forced into sex or abused in her lifetime.

Despite militant struggle and the many hard-fought gains of the women’s liberation movement, oppression continues on a broad scale, and every gain faces the threat of being rolled back. In the United States, one of every two women experience sexual harassment at school or work; homicide is the leading cause of death for pregnant women; women’s health care rights, including reproductive rights, are increasingly under attack; and although abortion is legal, there are no abortion providers in 83 percent of U.S. counties. Critical programs like childcare, housing, education and health care are constantly under attack, if not outright denied or zeroed out.

In cases of violence against women, the police and the courts find every excuse to avoid punishing the perpetrator. Every stage is a struggle: to have it recorded as a crime, to force an investigation, to force a prosecution, to force a trial, to win a conviction. Even when a woman wins at all of these stages, her subjugation by society remains ever apparent. That is what happened in the recent and notorious Stanford rape case, in which, despite his conviction by a jury for raping an unconscious woman and a request by prosecutors for six years, Judge Aaron Persky sentenced Brock Allen Turner to only six months in jail. Persky’s reason: a prison sentence would have a severe impact on Turner, and he would not be a danger to others.

Under capitalism, feminists fight for — and can win — important rights and equality under the law. But capitalism relies on the subordination of sectors of the working class, including women. Without a state and society determined to enforce equal rights, and determined to deem the subordination of women and violence against women unacceptable — in the eyes of society and in the demonstrated enforcement of law — women will remain oppressed. This is exactly why a woman becoming president of the United States does not signal the liberation of women. The state she would lead is a capitalist state. It is a state constructed to uphold, what is necessary to uphold capitalism — exploitation, inequality and oppression — not to eliminate them. This is exactly why the full liberation of women is not possible within the capitalist system.

Socialism lays the basis for women’s liberation

Socialism lays the basis for two necessary steps toward women’s liberation: (1) removing the inextricable motivation for women’s oppression — the need to exploit workers in order to generate profits; and (2) building a society and state committed to combatting oppression, and not just recognizing but also enforcing the equality of all workers.

In regards to this Sarah Sloan noted at a Party for Socialism and Liberation conference in 2014:

Socialist revolutions have not happened in rich societies but in the poorest parts of the world. At the time of the Russian Revolution in 1917, the Russian economy was one-twelfth the size of the U.S. economy. By eliminating the profits for a tiny handful of capitalists, even a poor country like the Soviet Union, managed by the 1930s, to provide every worker with the right to a job and the right to free health care.

By 1960, the Soviet Union had emerged as the second-biggest economy in the world. There was no unemployment and there was a right to housing — to pay no more than 6 percent of your income for rent. Evictions were illegal because there were no landlords. It was your housing.

Women had a right to free childcare and one year’s paid maternity leave, and they had the right to put their child in child care facilities at no cost. Women in the Soviet Union had the right to retire at 55 years of age at half pay. And remember, they had free health care, so retirement didn’t mean being plunged into poverty. They had a month’s paid vacation.

It doesn’t mean that there were no problems in the Soviet Union, or that we agree with all the policies of different leaderships. But the Soviet Union proved, just as Cuba proves today, that when you take the wealth out of the hands of the capitalists, it can be used to meet people’s needs.

Socialist Cuba has made enormous strides in combatting women’s oppression since its revolution in 1959, which was declared socialist in 1961. And, as women leaders there often state, there is still much work to be done to achieve full equality.

In 1966, Fidel Castro spoke at the fifth national plenum of the Cuban Women’s Federation. Aware of the challenges that face a new socialist society after the overthrow of the ruling class, he described the fight against women’s oppression as a revolution within the socialist revolution. The vestiges of capitalist society’s special oppression of people based on race and gender cannot be simply swept away with a revolution. The revolution begins the work of undoing those vestiges.

However, there is no comparison between the capitalist society of the United States and the socialist one of Cuba. Cuban women are guaranteed housing, health care, education and employment. Men and women are guaranteed parental leave for up to one year. Reproductive rights, abortion and birth control, for example, are legal and provided for by the national health care system. These are just a few examples but they are illustrative.

The United States has no guaranteed paid parental leave. Reproductive rights are constantly under attack. Housing, education, health care and employment are not considered rights.

We fight for reforms and struggle for full liberation through socialism

What, then, is women’s liberation? The term evokes images of women leading marches, rallies, strikes and hunger strikes to demand the right to vote, to demand safe working conditions, to demand equal pay, the right to abortion and reproductive freedom; women standing together to demand an end to sexism and against sexual assault. It is marked by militant struggle in the face of extreme repression and by victories in the recognition of rights and changes in societal attitudes. The women’s liberation movement militantly struggles for equal rights and status for women.

As revolutionary feminists, we must embrace the militancy of the women’s liberation movement and carry it forward. We must remain strong and unwavering in our demand for equal rights. It is critical to fight for as many rights recognized by law, for as many legal reforms, for as many changes in society thought and action as possible. All of this eases the oppression faced by women.

As socialists, we also understand that while militant struggle can win important rights in capitalist society, the women’s liberation struggle reaches beyond the goal of equal rights. It is telling that after centuries of struggle, women still do not have equal rights under the law. What is even more telling is the other component of the struggle — that capitalist society continues to subject women to patriarchal norms; that in capitalist society, women remain oppressed.

When a society is built upon exploitation, as capitalism is, equality is contradictory to the system. This is the very reason why — even in the face of militant struggle — women do not have equal rights, and why even the rights we do have are rarely enforced and continuously threatened and eroded by legislatures and courts, instruments of the capitalist ruling class. Capitalism relies on social constructs, such as race and gender, to support the exploitation of groups of people that is necessary to generate profits froms the labor of workers. By reclaiming political power from the capitalists, we attack the root of all bigotry and inequality based on these social constructs. In doing so, we lay the basis for the full liberation of women and all oppressed people.

Endnotes

1. Women also participated in hunting, but men were the primary hunters and controllers of the process of the domestication of animals.

2. The emergence of class society not only led to the oppression of women, it is also the root of LGBTQ oppression and bigotry. Maintaining the concentration of wealth in the upper class requires children who can inherit that wealth — same-sex relationships became valueless, although they naturally have continued. As is the oppression of women, the oppression of LGBTQ people is inextricably tied to today’s capitalist society.

Derek R. Ford’s “Encountering Education:” Bridging Marxist Educational Theory and Practice

By Peter McLaren

It was almost seven years ago that I participated in Derek R. Ford’s dissertation defense at Syracuse University. In that work—later published as Education and the Production of Space—Ford built on my own revolutionary critical pedagogy by further experimenting with the exact educational logics at work in revolutionary struggles and their spatial relations and implications.[1] After many twists and turns, for the last several decades I’ve worked to enlarge the scope of critical pedagogy into social movements because Marxist pedagogy is nothing unless it’s contributing to a social universe outside of capitalist value production.[2] Ford is one of several who continue to take that project in new directions, and since his dissertation he’s continued his work as a communist organizer at the local, national, and global levels and, just as importantly, has continued to write and theorize at the intersections of Marxism, pedagogy, and revolutionary struggles today. His seventh book, Encountering Education: Elements for a Marxist Pedagogy continues this trend in important and provocative ways.[3] The book is an incisive intervention in the fields of educational and political theory, yet it’s also one that’s relevant to organizers and activists today.

Ford begins by observing the frequency with which Marx’s eleventh Theses on Feuerbach—that “The philosophers have only interpreted the world, in various ways; the point is to change it”—is cited. From here he launches into his own intervention by noting that what is rarely mentioned is “the direction toward which he wanted to change it,” something that is inseparable from what he studied and the theory he articulated.[4] In other words, Marxist theory isn’t merely about changing the world but about advancing the class struggle toward the eventual abolition of class society. This is the transformation from the capitalist mode of production to the communist mode of production via socialism, which “as a social formation” is a combination “of elements of both modes of production in which communist relations and means of production are ascending through the class struggle.”[5] The novelty of Ford’s work is the way he sees pedagogical processes as absolutely central to not only the reproduction of the capitalist mode of production but, more importantly, as key yet neglected aspects of the struggle for a new mode of production. Ford contends that we have to both explain the political context of our moment and the pedagogical philosophies of marxist education appropriate to that conjuncture, while insisting that neither are reducible to the other.

An Overview of Ford’s Latest Riffs

The first chapter begins where his last book, Marxism, Pedagogy, and the General Intellect: Beyond the Knowledge Economy, left off: with Ford’s unique and bold excavation of two latent pedagogical logics in Marx’s own works.[6] This is a theme he’s developed elsewhere in various ways, and in this sense Encountering Education is another extended riff on this theory. This is not mere repetition, but rather the result of Ford’s sprawling research that refuses to follow a linear trajectory. In this book, it serves as the foundation for the “elements of a marxist pedagogy” that Ford organizes around the “disinterpellative encounter,” a concept first proposed by another former student of mine, Tyson E. Lewis. Whereas Althusser articulated interpellation as the material process through which subjects are inaugurated into the mode of production, Lewis and Ford theorize disinterpellation as the disruption of that process. “The pedagogical encounter,” Ford writes here, “is ‘an exposure to an outside,” and an excess or surplus gap within the lesson.’”[7]

For Ford, Marx’s distinction between the method of presentation and inquiry serves as the starting points for a marxist pedagogical philosophy of learning and studying, the former of which is linear and guided by predetermined ends and the latter of which is open-ended and guided by a ceaseless wondering and wandering to and fro. Ford innovatively reads work by Marx and his commentators as gesturing toward but never reaching this pedagogical dialectic Marx articulates.

The next chapter develops a theory of “errant learning” in which both pedagogies are blocked together, and the political context here are anti-colonial and decolonial struggles. He begins with John Willinsky’s Learning to Divide the World, which looks at how education was and is fundamental to colonialism.[8] Ford attends to Willinsky’s neglect of learning and colonialism while at the same time contributing to revolutionary work on studying that has focused primarily on neoliberalism. He does this through a highly unique—and for some, probably, controversial—turn to Édouard Glissant’s Poetics of Space and Peter Sloterdijk’s Spheres project. Here, Ford identifies “the grasping drive as the educational foundation of the colonizing apparatus. I argue that the grasping drive positions opacity as a potential that must be realized—as a thought that must be known—an orientation that ends up sacrificing opacity as such.”[9] Ford turns to the question of form through Sloterdijk, linking the grasping drive to “lordly imagining,” before drawing out the revolutionary potential of Sloterdijk’s work on foams. He develops his theory of “errant learning” as “another form of dialectically blocking together the methods of inquiry and presentation, but one that shows the necessity of presentation and the existing historical material conditions in which we engage in inquiry.”[10]

After exploring the colonial and imperial context of our times, Ford turns next to the urban coordinates of our struggle and our present. He shows how the grasping drive is the pedagogical logic of today’s urbanism, which he justifies and then develops a pedagogical response to by turning to Jean-François Lyotard’s later work. Indeed, here we will note Ford’s highly unorthodox marxism that, while it’s unapologetically committed to the proletarian class camp and the struggle for communism, looks for philosophical allies everywhere he can, even in the most unsuspecting of places. Today’s urbanism—the megalopolis—is one in which everything is put into circuits of communication and exchange and “is ‘an economy in which everything is taken, nothing received,’” and is thus illiterate. Ford takes illiteracy as a positive element for marxist pedagogy insofar as such illiteracy “is not the negation or suppression of literacy, but instead a development of literacy as grasping, through which forms and concepts constitute objects under the mind’s direction and the subject’s will.”[11] Instead of presenting what this looks like, he inquiries into examples, one of which is the use of “scare quotes.” When we write or read square quotes, we “create a margin around the words and prevent any firm links between the words inside and outside to be drawn. While we can produce uncertain connections (“what is it about ‘this’ word?”), these always slip out of our grasp.”[12]

Urbanism isn’t only about steel and pavement, bounded densities of population and production, but is also virtual and material at the same time. In the fourth chapter, he builds on Curry Malott’s work on the postdigital, which Malott sees as a struggle “over what form the postdigital will take, which will be determined,” Ford urges, “by what mode of production prevails.”[13] While there is much of interest in this chapter, what is perhaps most politically and theoretically important is Ford’s argument against marxist theorists who have abandoned Marx’s theory of value today on the basis that “immaterial” and “knowledge” or “cognitive” work and products are immeasurable. “Marx’s law of value,” he reminds us, “is precisely immeasurable” insofar as both aspects of socially-necessary labor time are “dynamic,” “unpredictable,” and at times even outside of even our individual and collective consciousness.[14] The main problem he identifies with capitalist postdigital pedagogy is “that it limits individuation to the capitalist form of individuality and reinforces our conception and experience of individuality as a finalized starting point rather than an endpoint.”[15] Capital needs the individual subject-form to produce commodities (like knowledge). Yet rather than argue for the collective alone, Ford proposes—in postdigital fashion—for the pedagogical and political process of individuation through incalculable thought.

Ford begins the conclusion by noting that “there’s an immense power that comes from hearing an explanation for one’s oppression and our collective poverty and misery,” but that “explanation is only one part of the marxist pedagogical dialectic. The other part—inquiry—is a different kind of power: the power of wonder.”[16]  Here he summarizes the political and pedagogical distinctions between inquiry and presentation beautifully:

“If one side of the marxist pedagogical dialectic is about knowing and presentation, then we have to attend to the other side, which is about thought and inquiry. Such a distinction turns on the dialectic between exchange-value and use-value, between abstraction and differentialization, between capitalism and communism. The dialectic itself is here, in the present, in the global capitalist world, but in the world in transition. Understanding or knowing involves a determinate judgment that takes place when given data comes under the mind’s order and comprehension is a faculty of determination in which data comes under the mind’s comprehension. Thinking, by contrast, is an exposure to stupor, an experience with immeasurable concepts that the mind can never grasp.”[17]

After an important presentation and study of interpellation, counterinterpellation, and disinterpellation, Ford turns to the role of noise and music in anti-colonial struggles to tie together the various riffs produced in the book, ending with the example of technologies that mediate the voice such as autotune, which show us that vocalization is a ‘process without a subject’ insofar as they prevent us from linking the sound of a voice to an essence of an individual subject or a piece of fixed capital.” These technologies produce a “sonic surplus” that we have to listen to both synchronically and diachronically as well in order to “receive an immersive education in the wonder as well as the theory of class struggle, a struggle that is advanced ideologically and materially through the forces of opposition and swerve.”[18] The swerve is the unpredictable but nonetheless intended action of the marxist pedagogue.

Conclusion

There’s no doubt in my mind that Ford’s book—and this review—will be challenging to some. Yet for those who are confused, I can only urge you to spend time with Encountering Education, which makes these dense and difficult theories accessible and makes them come to life with real-world examples. That the book is available as an affordable paperback and a free online PDF will hopefully contribute to the essential ideas in this book proliferating throughout our movements. The pedagogical elements of the book aren’t recipes or dictates, but rather resources for us to use in all of our revolutionary educational endeavors.

Peter McLaren is Distinguished Professor in Critical Studies, College of Educational Studies, Chapman University, where he is Co-Director of the Paulo Freire Democratic Project and International Ambassador for Global Ethics and Social Justice. In 2005, a group of scholars and activists in Northern Mexico established La Fundacion McLaren de Pedagogía Critica to develop a knowledge of McLaren's work throughout Mexico and to promote projects in critical pedagogy and popular education. On September 15, 2006 the Catedra Peter McLaren was inaugurated at the Bolivarian University of Venezuela.

Notes

[1] Derek R. Ford, Education and the Production of Space: Political Pedagogy, Geography, and Urban Revolution (New York: Routledge, 2017).

[2] Peter McLaren, Pedagogy of Insurrection: From Resurrection to Revolution (New York: Peter Lang, 2016), 373.

[3] Derek R. Ford, Encountering Education: Elements for a Marxist Pedagogy (Madison: Iskra Books, 2022).

[4] Ibid., 1.

[5] Ibid., 94.

[6] Derek R. Ford, Marxism, Pedagogy, and the General Intellect: Beyond the Knowledge Economy (New York: Palgrave Macmillan, 2021).

[7] Ford, Encountering Education, 14.

[8] John Willinsky, Learning to Divide the World: Education at Empire’s End (Minneapolis: University of Minnesota Press, 1998).

[9] Ford, Encountering Education, 43.

[10] Ibid., 44.

[11] Ibid., 76.

[12] Ibid., 85.

[13] Ibid., 86. See also Curry S. Malott, “Capitalism, Crisis, and Educational Struggle in the Postdigital,” Postdigital Science and Education 1, no. 2 (2019): 371-390.

[14] Ibid., 93.

[15] Ibid., 99-100.

[16] Ibid., 102.

[17] Ibid., 103.

[18] Ibid., 122.

A Marxist Analysis and Critique of "Don't Look Up"

By Carlos Garrido

​Capitalism is a form of life riddled with social antagonisms. Every Marxist knows this well. Most have been using the effects these antagonisms produce to predict the fall of capitalism for the last century and a half. However, like the weebles wobble toys from the early 2000s, these contradictions have wobbled capitalism, but have yet (in the West at least), made it fall. There are many causes which one could point at as the source of capitalism’s ability to pull its head out when its internal contradictions have sunk it the deepest. In the West, one of the central reasons one must point to is the efficiency with which the ideological apparatuses have been able to consistently reproduce mass acquiescence, even in the times when crisis have been the most intensified.

The film industry has been one of the key modes through which this acquiescence has been perpetuated. Throughout the last century Hollywood has been at the forefront of perpetuating the ideals, values, and beliefs of bourgeois society to the working masses. However, the form through which this ideological containment takes place isn’t always the same – not all movies are in-your-face about their support for imperialism, capitalism, consumerism, etc. Some take up the role of perpetuating bourgeois ideology through a critique of the blatant irrationalities encountered in our current form of life. These deceptive ones, which through criticism perpetuate in subtle and implicit ways the ideology of capital, play the most important role in the moments where capitalism is in crisis and discontent is assured to spread amongst the working masses.

In an age when American capitalism is facing an unprecedented crisis which combines the contradictions of capitalism at home (workers strikes and en masse quitting, barbaric income inequality, homelessness, child hunger, a large chunk of the population drowning in debts of various forms – medical, school, etc.), with an empire in decline (rising global influence of China, rise of new Latin American socialist wave, etc.), and a global pandemic (whose fumble has led to 900 thousand deaths in our country); it is not surprising that we now encounter numerous ‘anti-capitalist’ movies and shows. In light of this, we wish to discuss the limits of this emerging ‘anti-capitalist’ media and how they may, in various implicit and perhaps unconscious ways, perpetuate mass acquiescence to a moribund capitalism. To do this, we will focus on the Christmas Eve released film “Don’t Look Up”.

Synopsis of the Film

​“Don’t Look Up”, a film co-written by the Bernie Sanders senior advisor and speech writer, David Sirota, brings together numerous household name A-listers like Leonardo DiCaprio, Jennifer Lawrence, Cate Blanchett, Meryl Streep, Jonah Hill, Matthew Perry, Ariana Grande and Tyler Perry to depict an existential comet crisis facing humanity within six months of its discovery. An astronomy professor (DiCaprio) and one of his PhD candidates (Lawrence) find a comet twice the size of the one that made the dinosaurs extinct heading right towards earth. Its impact, calculated on finding to be within six months and 14 days, is suggested to have the capacity to end all life on earth.

Upon taking this information to the president (Streep), the pair finds an administration skeptical and indifferent to their findings and concludes their day-delayed meeting by telling them they will “sit tight and assess.” The administration’s inactivity leads them to leak the finding to the media, an action which culminates in a TV appearance for a cable news network. The story, however, did not get any traction. The media pundits (Tyler Perry and Blanchett) leave the story for last and mock the seriousness with which the story is depicted; this leads Lawrence to blow up and quickly turn into a meme.

After the failed leak, which culminated in the Lawrence meme and the general public’s appreciation of DiCaprio as an AILF (Astronomer I’d Like to F), the crisis finally receives some attention by the administration when it becomes politically favorable for them to distract from a recent scandal which had been dropping the president’s polling numbers. In this apparently optimistic moment, the administration devices a plan to deviate the direction of the comet and save the planet.

As the plan was in play, and the shuttles en route, the whole thing gets shut down when the third richest man in the world (Mark Rylance), tech capitalist and prime funder for the president’s campaign, finds the comet contains hundreds of trillions of dollars in resources which are becoming limited on earth.

Under the banner of ending hunger and other noble claims, the focus shifts from rerouting the comet to mining it for profit. DiCaprio, who was the only one of the original discoverers who was allowed in the meeting concerning the change in strategy, is offered a position in the president’s administration to legitimize and promote the new plan as safe and beneficial for the public good. This leads to a splinter between Lawrence, who wanted to fight against this, and DiCaprio, who felt that him being inside could assure the necessary overwatch so that things wouldn’t get out of control. This splinter is removed when DiCaprio notices none of the plans are peer-reviewed and that every scientist who has questioned this has been removed from their position.

After privatizing decisions over the comet to include only the American tech capitalist and the American government, we find out that China, Russia, and India collaborated on their own project to deviate the route of the comet. This project, to the detriment of humanity, was sabotaged by a bombing of their station. Although not explicitly said, it is implied that this bombing was an action from the US to protect its risky, but profitable plans for dealing with the comet.

After a mass “Just Look Up” movement to counter comet skepticism and the profit-driven concerns of dealing with this planet-killing force ultimately fails, the mining options comes forth as the only plan available for dealing with the comet. As scientifically expected, this plan fails to control the comet in the ways it predicted doing so, and ultimately, all life on earth is lost. This excludes 2000 of the tech capitalist’s friends (including the president) who had a plan B of leaving the planet until a humanly habitable one was found. This quest took over 20 thousand years in which the passengers’ lives were artificially sustained until, as the movies’ epilogue shows, they were able to find a new planet and exit the shuttle, in an Adam and Eve manner, into their new garden.

The Film's Anti-Capitalism

​“Don’t Look Up” does a great job at depicting how a profit driven system is incapable of dealing with existential crisis threatening human and planetary life. The movie, originally conceived as a metaphor for the incoming intensification of the climate crisis, depicts how politicians are bound to political games and scandal maneuvering to keep their poll numbers high and their donors happy. It depicts, further, how the media works as a sheer lapdog to those in power, whose central role is to keep the masses entertained in celebrity gossip and ignorant of the non-fun issues which concern human life. Additionally, it depicts how these conditions (which arise when the state and its institutions are merely the tools of the owners of capital) create fertile grounds for erroneous and dangerous forms of anti-science skepticism – such as the Don’t Look Up crowd in the movie, or the climate change (or covid) deniers in real life.

Besides its critique of the influence of money in politics and the media, “Don’t Look Up” also does a great job at depicting how actions which are profitable but endanger life (such as the mining of the comet), require an ethical gloss to conceal the real reasons for which the actions are taken. The public must be blinded from the profit-driven and capitalist-controlled reasons for the new plan to mine the comet. These actions are masked by the seemingly benevolent aims of curing hunger, poverty, and providing jobs, all which supposedly would come with the mining of the comet. The fact that all of these could be done with the existing resources, while preventing the highly risky (and ultimately failed) strategy of the comet mining plan, is also concealed.

This is an important critique of how profit driven policies are legitimized in the US, both at home and abroad. The public can never know the real reasons for the US’s involvement in the Middle East, Latin America, Africa, China, etc. The capitalist, corporate-profit driven nature of these expeditions must be concealed by a benevolent veil of ‘spreading democracy’ or ‘fighting human rights abuses’. Whatever fabrications and atrocity propaganda is needed to help manufacture consent for these actions will be duly provided. Actions which benefit a small percentage of people, namely – major capitalists, their media pundits, and political puppets, are necessarily sold as serving the ‘common good’. Those who would have benefited from the mining of the comet were not those (poor and working people) tokenized to formally justify a policy which led to the death of life on the planet.

The movie also shows how attempts to work within the existing structures of power are usually futile. DiCaprio’s position in the president’s administration gave him no power to change the course of events and the life-threating route of the administration’s plans. Ultimately, DiCaprio, along with Lawrence, find a beyond-institutional form of resisting as the best route to fight back. Instead of focusing on infiltrating individuals into the ruling circles, they realize only a mass movement (Just Look Up), can bring about change. This, ultimately, shifts the agent of progressive change from high profiled benevolent individuals, towards active masses as the protagonists of their own future.

Although this ultimate failure of the mass movement might lead socialists to claim that the movie, although critical of capitalism, in depicting the end of the world before the end of capitalism, ultimately enforces what Mark Fisher called ‘capitalist realism’, this examination would be superficial. It is true that the movie depicts an apocalyptic end of planetary life and not an end to the forms of social intercourse whose mismanagement of the crisis led to the dreadful apocalyptic end. However, in comparison to a movie like “The Platform” or a show like “Squid Game” – both of which are critical of capitalism while enforcing a form of ‘capitalist realism’ – “Don’t Look Up” is much closer to envisioning an alternative than either of the former two. This is not because it is able to draw up a post-capitalist world, but because it depicts a form of struggle which is aimed at a world in which the irrationalities of the existing order are eliminated.

It is in collective struggle in which a new world begins to be crafted. In “The Platform” and “Squid Game”, the struggles of the protagonists are not directed against the existing order, but against people who, like them, are just trying to survive. In “Don’t Look Up”, on the other hand, survival is not a matter of individuals sinking others to stay alive, but of individuals coming together to collectively struggle for a form of life which prioritizes people and planet over profit. In “Don’t Look Up” capitalist realism is transcended in a mass struggle which, although ultimately failing, aims at a world which resolves the antagonisms which allow the existing form of life to risk planetary death if it means the enrichment of a few. The film is not just critical, in the various scenes of the Just Look Up movement, shallow as some of them may be, the seeds of envisioning a new form of life are present. If anything, the film suggests that we ought not to delay these collective efforts by convincing ourselves that those in power will ‘fix’ or ‘manage’ things according to the common good. To survive we must take things into our own hands, and like the comet in the film, with climate change the clock is also ticking.

Limitations in the Film's Anti-Capitalism

​However, there are certain limitations in the film’s anti-capitalism that ought to be noted. These center primarily around the usage of the comet as a metaphor for climate change. Although metaphors are not meant to be direct comparisons, the comparison effective in a metaphor should share the essence (nature or central characteristics) of that which it is a metaphor of. When we compare the comet crisis in the film to the climate crisis we face in the real world, we find the two crisis have fundamentally different natures - one is a result of an inevitable cosmic event humans had no control over (the comet), and the other is the result of the last 70 years of fossil capitalism (climate change).

The gap between the metaphor and a systematic understanding of climate change is far too wide; either 1) the comet is not a metaphor for climate change, 2) the movie writers do not have a systematic understanding of climate change, 3) the movie writers do have a systematic understanding of climate change but wish to limit their blame of capitalism to a question of management, and not blame it as the source of the climate crisis itself.

Option number 1 fails because the writers have been very explicit about the fact that the comet is a metaphor for climate change. The covid crisis and its effects, although much more aligned to the comet metaphor (in the sense that unlike climate change, there is a greater level of arbitrariness with covid’s emergence in relation to human activity), arises a year or so after the original planning for the movie. Therefore, it would be more honest to consider climate change the counterpart of the comet metaphor, and to thereby judge it on its ability to metaphorically express the depth and complexity of climate change as its counterpart.

Having established climate change as the comet metaphor’s counterpart, we must now ask the critical question - what is the condition for the possibility of the current climate crisis? That is, what does the climate crisis presuppose? The answer is simple, a system which prioritizes the expansion of capital, and specifically since WW2 fossil fuel-based capital, over human and non-human planetary life.

The capitalist form of life is at the root of the climate crisis; the climate crisis is not the consequence of a contingent cosmic event, but of the social relations the mass of humanity has been coerced and/or convinced to participate in over the last century. In the posing of the crisis there is a fundamental discrepancy between the film’s comet and climate change; the missing piece corresponding to the gulf between the comet metaphor and its counterpart is a critical and systematic understanding of capitalism as the source of climate change.

But is the movie not successful in critiquing capitalism and it’s failed management of the crisis? Yes, but when it fails to understand that the crisis capitalism fails to manage is a self-created crisis, the understanding of the issue, and subsequently, the critique of capitalism, is castrated - the root is ignored, the focus is limited to the stem and leaves.

We must not forget the social democratic positioning of the writers behind the film, for the shortcomings of the film are but the cinematic reflection of the shortcomings of social democracy. In both case the root is always ignored. In the movie, the comet metaphor necessarily limits the critique of the existing order to one of management, and in so doing, leaves the role the existing order played in creating the problem unexamined. In the case of social democrats, the focus is always on the realm of distribution, the relations of production which lay at the root of the problem of distribution (observed by them as a problem of income inequality) is also left unobserved. Therefore, it seems like option 2, grounded on an ignorance of the systematic nature of the issue at hand, applies more fittingly to the limitation in the comet metaphor since ignorance of the systemic root of issues is a staple of social democracy’s ‘anti-capitalism’.

However, the result of this is that the adjustment, the ‘fix’, always stems out of a realm whose ground is left unexamined. For instance, the social democrats’ solutions to the problems posed by the antagonisms in capitalism usually revolve around taxation and creating more equitable institutions for distributing the taxed loot accumulated by Western capitalists through their imperialist expropriation of foreign lands and their exploitation of foreign and national working masses.

The limitations of the movie’s anti-capitalism, then, are simply the reflected limitations of social democracy. The failure of the comet metaphor in accurately depicting the nature of its counterpart crisis (climate change), stems from the lack of a critical, dialectical materialist approach to examining the world. In this failure, the movie, like social democracy, leaves itself open to being the sort of anti-capitalism that is friendly to capitalism; an anti-capitalism which poses the problem of capitalism as one of management, and not as a problem grounded in the asymmetric and exploitative social relations at the core of the system.

The film is, in terms of critique, a step forward from the capitalist ‘realist’ anti-capitalist media we have seen over the last few years. However, it fails to go down deep enough to grasp the root of the issue, and this failure leaves it open to playing the historical role of social democracy – that is, a role which ultimately sides with, and serves in moments of crisis, capital and imperialism.

Under certain historical and geographical circumstances this ‘anti-capitalist’ limitation found in social democracy (and in the film), does not represent an antagonistic contradiction to those striving for socialism. Under these circumstances, alliances and coalitions can be made. At other times these limitations cut the legs of the socialist movement and breed factionalism and unhealthy forms of class collaborationism. In these circumstances, where an irreconcilable antagonism between the two exists, socialists should refrain from alliances and coalitions.

Today the socialist movement in the US finds itself somewhere in between. The film, as the cinematic expression of the ambiguity of social democracy, ought to be appreciated in its progressive and anti-capitalist aspects, but also critiqued in the limitations present in these.

​Carlos L. Garrido is a Cuban American graduate student and instructor in philosophy at Southern Illinois University, Carbondale. His research focuses include Marxism, Hegel, and early 19th century American socialism. His academic work has appeared in Critical Sociology, The Journal of American Socialist Studies, and Peace, Land, and Bread. Along with various editors from The Journal of American Socialist Studies, Carlos is currently working on a serial anthology of American socialism. His popular theoretical and political work has appeared in Monthly Review Online, CovertAction Magazine, The International Magazine, The Marx-Engels Institute of Peru, Countercurrents, Janata Weekly, Hampton Institute, Orinoco Tribune, Workers Today, Delinking, Electronic Anarchy, Friends of Socialist China, and in Midwestern Marx, which he co-founded and where he serves as an editorial board member. As a political analyst with a focus on Latin America (esp. Cuba) he has been interviewed by Russia Today and has appeared in dozens of radio interviews in the US and around the world.