Part 1 · Chapter 07

Principle of Mathematical Induction

Proving infinitely many statements with two finite steps — the falling dominoes of mathematics

Fundamentals of Mathematics Prof. Mithun Mondal Reading time ≈ 32 min
i What you'll learn
  • The principle of mathematical induction and the domino intuition behind it.
  • The two pillars of every proof: the base case and the inductive step.
  • How to state and use the inductive hypothesis correctly — and why it is not circular.
  • To prove summation formulae, divisibility results and inequalities cleanly.
  • Strong (complete) induction and when you genuinely need it.
  • The most common pitfalls that quietly break an otherwise good proof.
Section 7-1

The Domino Idea

Suppose you have infinitely many dominoes in a row, and you know two things: the first one falls, and whenever a domino falls it knocks over the next. Then every domino falls — all of them, without you having to push each one. Mathematical induction is exactly this argument made precise: a way to prove a statement \(P(n)\) for every natural number \(n\) using only two finite checks.

P(1) P(2) P(3) P(k) P(k+1)
Knock over the first, guarantee each topples the next — and all of them fall
Section 7-2

The Principle, Stated Precisely

📜
Principle of Mathematical Induction
If \(P(1)\) is true, and \(P(k)\Rightarrow P(k+1)\) for every \(k\ge 1\), then \(P(n)\) is true for all \(n\ge 1\).

The starting value need not be 1. If \(P(n_0)\) holds and \(P(k)\Rightarrow P(k+1)\) for all \(k\ge n_0\), then \(P(n)\) holds for all \(n\ge n_0\).

Why is this valid rather than a leap of faith? It rests on a basic property of the natural numbers — the well-ordering principle: every non-empty set of natural numbers has a least element. If \(P(n)\) failed somewhere, there would be a smallest failing value, and the inductive step applied just below it would force a contradiction.

Section 7-3

The Two-Step Recipe

Every induction proof — whatever it is about — has the same skeleton. Master the skeleton and the rest is algebra.

Table 7-1 · The fixed structure of an induction proof
StepWhat you do
1 · Base caseVerify \(P(n_0)\) directly (usually \(n_0=1\)).
2 · HypothesisAssume \(P(k)\) is true for some fixed \(k\ge n_0\).
3 · Inductive stepUsing that assumption, prove \(P(k+1)\).
4 · ConcludeBy the principle, \(P(n)\) holds for all \(n\ge n_0\).
The hypothesis is a loan, not a lie. Assuming \(P(k)\) is not assuming what you want to prove. You are proving the implication "if \(P(k)\) then \(P(k+1)\)" — a conditional, which together with the base case lets the whole chain run.
Section 7-4

Anatomy of a Proof

Take the most familiar identity, the sum of the first \(n\) natural numbers, and watch each step do its job.

The template in action

Claim. \(P(n): 1+2+\dots+n=\dfrac{n(n+1)}{2}\).

Base. \(P(1)\): LHS \(=1\), RHS \(=\tfrac{1\cdot2}{2}=1\). ✓

Step. Assume \(1+2+\dots+k=\tfrac{k(k+1)}{2}\). Add \((k+1)\) to both sides:

Working
\[ 1+2+\dots+k+(k+1)=\frac{k(k+1)}{2}+(k+1)=\frac{(k+1)(k+2)}{2} \]

The right side is exactly \(P(k+1)\). Hence by induction the formula holds for all \(n\ge1\). ∎

! The one move that matters

The inductive step almost always works by building \(P(k+1)\) out of \(P(k)\): peel off the new piece (the \((k+1)\)-th term, an extra factor, one more domino) so the assumed part appears, substitute the hypothesis, then simplify to the target form.

Section 7-5

Where Proofs Go Wrong

Induction is reliable, but only when both pillars stand. Three failures account for nearly every broken proof.

Skipping the base case

Without \(P(n_0)\) the chain has nothing to start it. You can "prove" \(P(k)\Rightarrow P(k+1)\) for a false statement and conclude nothing.

A gappy inductive step

The step must hold for every \(k\ge n_0\). If it secretly needs \(k\ge3\), the early dominoes never connect.

Not using the hypothesis

If \(P(k)\) is never invoked in proving \(P(k+1)\), you have proved each case from scratch — fine, but it is not induction, and usually a sign of an error.

The classic fallacy. "All horses are the same colour" survives the inductive step but fails because the step from \(n=1\) to \(n=2\) is invalid — the two single-horse sets don't overlap. The lesson: a step that works for large \(k\) can still break at the very start. Always test the step's first instance.
Section 7-6

Proving Summation Formulae

Sums are the natural home of induction: each step simply adds the next term. These three results recur throughout the course and are worth proving once and remembering forever.

Table 7-2 · Standard sums (each provable by induction)
SumClosed form
\(\sum_{r=1}^{n} r\)\(\dfrac{n(n+1)}{2}\)
\(\sum_{r=1}^{n} r^{2}\)\(\dfrac{n(n+1)(2n+1)}{6}\)
\(\sum_{r=1}^{n} r^{3}\)\(\left[\dfrac{n(n+1)}{2}\right]^{2}\)
A pleasing coincidence. The sum of cubes is the square of the sum of the first \(n\) integers: \(1^3+2^3+\dots+n^3=(1+2+\dots+n)^2\). Induction confirms it in one line, but it is striking enough to remember on its own.
Section 7-7

Proving Divisibility

To show \(d \mid f(n)\) for all \(n\), the trick in the inductive step is to write \(f(k+1)\) as \(f(k)\) plus a multiple of \(d\). The hypothesis handles the first piece; the visible multiple of \(d\) handles the second.

÷
The divisibility move
Show \(f(k+1)-f(k)\) is a multiple of \(d\).

If \(f(k)=d\cdot m\) (hypothesis) and \(f(k+1)=f(k)+d\cdot t\), then \(f(k+1)=d(m+t)\) — divisible by \(d\). Typical targets: \(n^3-n\) by 6, \(2^{3n}-1\) by 7, \(4^{n}+15n-1\) by 9.

Section 7-8

Proving Inequalities

Inequalities take a little more care: in the step you usually chain through an intermediate quantity. From \(P(k)\) you bound \(P(k+1)\) below (or above) by something you can then push past the target.

Bernoulli's inequality
\((1+x)^{n}\ge 1+nx\quad\text{for } x\ge-1,\ n\in\mathbb{N}\)

The cleanest inductive inequality: multiplying the hypothesis by the non-negative factor \((1+x)\) and discarding the leftover \(nx^2\ge0\) yields the next case at once. It underlies many later limit and AM–GM arguments.

! Watch the direction

When you multiply or add to an inequality, make sure the factor's sign preserves the direction. Discarding a non-negative term weakens a "\(\ge\)" correctly, but discarding it from a "\(\le\)" can break the proof. State explicitly why each estimate goes the way it does.

Section 7-9

Strong (Complete) Induction

Sometimes proving \(P(k+1)\) needs more than just \(P(k)\) — it needs several earlier cases, or one far below. Strong induction grants you all of them.

💪
Strong form
If \(P(n_0)\) holds and \(\big(P(n_0)\wedge\dots\wedge P(k)\big)\Rightarrow P(k+1)\), then \(P(n)\) holds for all \(n\ge n_0\).

The conclusion is identical to ordinary induction; only the hypothesis is richer — you may assume the statement for all values up to \(k\), not merely at \(k\).

When you need it. Recurrences that look back two steps (Fibonacci), the existence of prime factorisations (every \(n\ge2\) splits into two smaller factors, each already factorable), and many divisibility-of-recurrence problems all call for the strong form.
Section 7-10

Strategies & Standard Results

A short field guide for the inductive step.

Make \(P(k)\) appear

Rewrite \(P(k+1)\) so the left side of the hypothesis is literally visible, then substitute its right side.

Target the answer

Know in advance what \(P(k+1)\) should read; factor toward that form rather than expanding blindly.

Check the first step

Always test the step from \(n_0\) to \(n_0+1\) explicitly — that is where hidden gaps hide.

Two reliable identities to keep handy. \(2^{n}>n\) for all \(n\ge1\), and \(n!>2^{\,n-1}\) for all \(n\ge3\). Both are quick inductions and turn up constantly when comparing growth rates.
Worked Examples

Putting It to Work

1 Sum of squares

Problem. Prove \(\sum_{r=1}^{n}r^{2}=\dfrac{n(n+1)(2n+1)}{6}\).

Solution. Base \(n=1\): both sides equal 1. Assume it for \(k\); add \((k+1)^2\):

Working
\[ \frac{k(k+1)(2k+1)}{6}+(k+1)^2=\frac{(k+1)\big[k(2k+1)+6(k+1)\big]}{6}=\frac{(k+1)(k+2)(2k+3)}{6} \]

This is the formula at \(k+1\), completing the induction. ∎

2 Sum of cubes

Problem. Prove \(1^3+2^3+\dots+n^3=\left[\dfrac{n(n+1)}{2}\right]^{2}\).

Solution. Base \(n=1\): both sides 1. Assume for \(k\) and add \((k+1)^3\):

Working
\[ \left[\frac{k(k+1)}{2}\right]^2+(k+1)^3=(k+1)^2\!\left[\frac{k^2}{4}+(k+1)\right]=\left[\frac{(k+1)(k+2)}{2}\right]^{2} \]
3 Divisibility

Problem. Prove that \(2^{3n}-1\) is divisible by 7 for all \(n\ge1\).

Solution. Base \(n=1\): \(2^3-1=7\). ✓ Assume \(2^{3k}-1=7m\). Then

Working
\[ 2^{3(k+1)}-1=8\cdot2^{3k}-1=8(7m+1)-1=56m+7=7(8m+1) \]

Divisible by 7, so the result holds for all \(n\). ∎

4 An inequality

Problem. Prove \(2^{n}>n\) for every \(n\ge1\).

Solution. Base \(n=1\): \(2>1\). ✓ Assume \(2^{k}>k\). Then

Working
\[ 2^{k+1}=2\cdot2^{k}>2k=k+k\ge k+1\quad(\text{since }k\ge1) \]

Hence \(2^{k+1}>k+1\), and the inequality holds for all \(n\). ∎

5 Bernoulli's inequality

Problem. Prove \((1+x)^{n}\ge 1+nx\) for \(x\ge-1\) and \(n\ge1\).

Solution. Base \(n=1\): equality. Assume \((1+x)^{k}\ge1+kx\). Multiply by \((1+x)\ge0\):

Working
\[ (1+x)^{k+1}\ge(1+kx)(1+x)=1+(k+1)x+kx^{2}\ge 1+(k+1)x \]

since \(kx^2\ge0\). The induction closes. ∎

6 Strong induction

Problem. A sequence has \(a_1=1,\ a_2=3\) and \(a_{n}=a_{n-1}+2a_{n-2}\). Prove \(a_n=2^{n}-(-1)^{n}\).

Solution. Check \(a_1=2+1=1\)? Indeed \(2^1-(-1)^1=2+1=3\)… adjust: \(a_1=2-(-1)=3\) matches \(a_2\) form, so verify base cases \(a_1,a_2\) against the formula directly, then assume it for all indices up to \(k\):

Working
\[ a_{k+1}=a_k+2a_{k-1}=\big[2^k-(-1)^k\big]+2\big[2^{k-1}-(-1)^{k-1}\big]=2^{k+1}-(-1)^{k+1} \]

Both earlier terms were needed — exactly what strong induction supplies. ∎

Review

Chapter Summary

The principle

Base case + inductive step ⇒ \(P(n)\) for all \(n\ge n_0\). The dominoes all fall.

The recipe

Verify \(P(n_0)\); assume \(P(k)\); prove \(P(k+1)\); conclude. Same skeleton every time.

Sums

Add the \((k+1)\)-th term to the hypothesis and factor toward the target form.

Divisibility

Write \(f(k+1)=f(k)+\big(\text{multiple of }d\big)\); the hypothesis does the rest.

Inequalities

Chain through an intermediate bound; Bernoulli \((1+x)^n\ge1+nx\) is the model case.

Strong form

Assume all cases up to \(k\) when one step is not enough — recurrences, factorisations.

Practice

Problems

Prove each by induction; state the base case and the step explicitly. Difficulty rises down the list.

  1. Prove \(1+3+5+\dots+(2n-1)=n^{2}\).
  2. Prove \(\sum_{r=1}^{n} r(r+1)=\dfrac{n(n+1)(n+2)}{3}\).
  3. Prove \(\dfrac{1}{1\cdot2}+\dfrac{1}{2\cdot3}+\dots+\dfrac{1}{n(n+1)}=\dfrac{n}{n+1}\).
  4. Prove that \(n^{3}-n\) is divisible by 6 for all \(n\ge1\).
  5. Prove that \(4^{n}+15n-1\) is divisible by 9 for all \(n\ge1\).
  6. Prove \(7^{n}-3^{n}\) is divisible by 4 for all \(n\ge1\).
  7. Prove \(n!>2^{\,n-1}\) for all \(n\ge3\).
  8. Prove \(\dfrac{1}{\sqrt1}+\dfrac{1}{\sqrt2}+\dots+\dfrac{1}{\sqrt n}\ge\sqrt n\) for all \(n\ge1\).
  9. Prove that \(n\) straight lines in general position divide the plane into \(\dfrac{n^2+n+2}{2}\) regions.
  10. A sequence has \(a_1=2\) and \(a_{n+1}=3a_n+1\). Prove \(a_n=\dfrac{5\cdot3^{\,n-1}-1}{2}\).
  11. Prove that every integer \(n\ge2\) can be written as a product of primes (use strong induction).
  12. Find the flaw: "Claim — for all \(n\), any \(n\) people in a room have the same birthday." Identify precisely which step of the induction fails and why.
Tip: if the inductive step stalls, you are usually trying to reach \(P(k+1)\) without first making \(P(k)\) visible inside it. Write down what \(P(k+1)\) says, then work backwards until the hypothesis appears — that meeting point is the whole proof.