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What can you learn from 5,000 years of history? Are we in truly novel times, or do we face the same problems that the Romans and Egyptians faced 2,000 years ago?

Will & Ariel Durant, Pulitzer Prize winning historians, are famed for writing The Story of Civilization, a massive 9766-page, 11-volume treatise of the entirety of Western history. They compiled the most important recurring patterns in this book. Ray Dalio, founder of the world’s largest hedge fund Bridgewater, considers this one of his 3 must-read books.

Learn how human nature hasn’t changed over thousands of years, how societies cycle between inequality and redistribution like a heartbeat, and why eventually all civilizations fall.

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Morals and History

Morals are the rules societies use to exhort its members to behave. Moral codes look different between societies and across history, but they’re quite universal and necessary. They change depending on societies’ economic engines—hunting societies promoted survival at all costs, including fighting and killing. Agricultural societies spurred the importance of hard work and regularity. Industrialization promoted individualism as people left families to work for wages.

The Durants argue that even though our times seem to have unprecedented moral laxity, it may not be unique in history. Prostitution, gambling, and alcohol have flourished at every age. In times of war, morals become laxer as women have more freedom and soldiers taste adventure and learn to kill. But history tends to emphasize exceptional behavior while ignoring the many stories of the ordinary—behind all the war, politics, murder, and adultery, there were millions of orderly homes.

Religion and History

Religion has existed throughout history. On the positive side, it’s given comfort to many, even the most unfortunate, and provided general social stability through divine surveillance and moral prescriptions handed down by gods. On the negative side, religion has been used as a tool of the state to legitimize power and has enabled corrupt abuses of power (for example, through the Crusades).

The recurring nature of abuses triggered skepticism of religion, contributing to its declining influence over the past centuries. As civilization grew more complex, secular alternatives also rose to substitute for religion’s functions. For example, education formerly done by priests became done by secular teachers. However, despite its erosion, religion survives because it inspires imagination and hope.

Economics and History

Every economic system must eventually rely on some form of profit motive to stir people to productivity. Alternatives like slavery, brute force management, or ideology have historically proven too unproductive or unsuccessful.

However, economic systems must also contend with the unequal distribution of wealth. Because some individuals are better equipped than others to survive, and because economic freedom magnifies these differences, wealth naturally becomes more concentrated. Over time, this concentration creates tension between the wealthy and the disadvantaged, leading to a redistribution—whether through violent or peaceful means. We can see this play out throughout history: the Roman civil wars were motivated in part by the uprising of the plebeians, the Reformation, was partly a redistribution of the Catholic Church wealth, and taxation and social programs were peaceful means of redistribution in the US from the 1930s-1960s.

Socialism and History

Nothing instills the spirit of competition, inventiveness, and exhaustive labor like capitalism and self-interest do. Yet elements of socialism have recurred throughout history. These include state control of commerce, wide government employment, price controls, welfare, progressive taxation, redistribution of wealth, and large public works that reduce employment.

Socialism is especially palatable when there’s a threat to security—people are more willing to forsake internal liberty. For example, in Diocletian Rome, the threat of barbarians spurred the society to subsume individual liberty to collective liberty. In Communist Russia, the fall of the Czarist government led to internal disorder and the threat of external attack, allowing a socialist system to take hold.

The Durants say that socialist institutions are commonly overturned when:

  • the authorities become corrupt, no longer returning taxes to benefit the populace
  • high taxation causes indolence, resentment, and escape of high earners to lower-tax societies
  • revolt is spurred by those whose profits are cut short (often the rich, who mobilize the masses on their behalf)
  • disasters (natural and manmade) cause upheaval and discontent

In the modern day, communism has taken on capitalist flair to stimulate productivity. Inversely, capitalist societies have taken on socialist programs to curb discontent with inequality. And so capitalism and communism look more like each other than they did decades past.

Government and History

The Durants argue that freedom requires limits because absolute freedom leads to chaos and would destroy freedom itself. An organized central government provides the stability and order necessary for society to function.

Drawing on Plato’s “five regimes,” they describe the progression of government through four systems:

  • Monarchy: Descending from the father of the family or the chieftain of a tribe. Since succession is hereditary, leaders become prone to incompetence, laziness, or excess.
  • Aristocracy: The elite hold power and train their offspring to rise in governance. This provides stability but, like a monarchy, it’s prone to corruption and hedonism. Hence, the masses (stirred partly by rich, non-aristocratic merchants) overthrow the aristocracy.
  • Democracy: Offers greater freedom, but morals weaken and old customs are washed away. Wealth inequality intensifies as a consequence of unequal concentration of ability. If uncontrolled, strife between the rich and poor erupts, which leads to the next system.
  • Tyranny: An authoritarian leader promises to solve the problems.

Such was the progression in Rome: Military expansion, slavery, and the concentration of wealth displaced small farmers and corrupted political institutions. As money increasingly determined political power, conflict between aristocrats and commoners contributed to the rise of Caesar’s dictatorship and, later, Augustus.

History and War

War is a constant in history. In the past 3,421 years, there have been only 268 years of no documented war. It’s driven by the same reasons that lead individuals to fight—to secure more resources and power, for profit, and to survive under threat. The state inherits these individual impulses but operates with fewer constraints, since it’s not subject to the same moral and legal boundaries as its citizens. As a result, nations may pursue their interests through force, with nationalism further intensifying their willingness to fight.

Although philosophers may argue against war, military leaders view it as an unavoidable means of defending a society and resolving conflicts between competing powers. Prolonged peace can also weaken a society’s ability to defend itself, making it susceptible to outside attack. The Durants thus see war as a recurring force in history and, from the military perspective, its final arbiter.

Growth, Decay, and Progress

Civilizations often begin through conquest and the spread of the victor’s practices, then grow by taking advantage of natural resources, directing people toward productive work, resolving internal tensions, and overcoming external challenges. Decay occurs when political or intellectual leaders mail to meet new challenges like natural disasters, improper use of resources, economic changes, class wars, and external threats.

Is Progress Real?

The Durants question whether history’s recurring patterns mean that humanity is truly progressing. The answer depends on how progress is defined: If it’s defined as humanity’s control over the environment, the answer is yes—quality of life for the average person is much better compared to primitive times. However, if it’s defined as an increase in happiness, the answer is no, there’s been little progress. Humans will always find a way to be miserable, and we romanticize our ancestors who had to worry only about their local village. As the world’s complexity increases, our perceived troubles rise in kind.

The Durants ultimately end on an optimistic note. Civilization’s achievements—from fire and agriculture to language, technology, and philosophy—connect generations, with education transmitting an ever-expanding heritage of morals, technology, culture, and ways of thinking. Progress lies in creating, preserving, transmitting, and building upon this heritage, since interrupting its transmission could cause humanity to lose centuries of accumulated achievement.

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PDF Summary 1: History and the Earth

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But, at the end of the day, despite the influence of earth, man is the one that makes civilization by transforming the possibilities into fact.

PDF Summary 2: Biology and History

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Freedom and equality are diametric opposites. When one wins, the other disappears. If people are given freedom, their natural differences in ability will materialize in different outcomes. If people were forced to show equal outcomes and equal abilities, this reduces individual freedom.

This is problematic for egalitarians, who desire equality among all. The best that egalitarians can hope for is an equality of environment, where educational opportunity and the legal system are equal among people.

Life is competition, and societies compete with one another. A society in which equality is force and individual variation is quashed will face a survival disadvantage, compared to one that harnesses the greatest potential of all its individuals. The latter will win the competition between groups, and subjugate the former.

3: Life Must Breed

Nature selects for abundant reproduction. Individual animals that reproduce more perpetuate themselves, outnumbering those that reproduce less.

High birth rates tend to accompany less developed civilizations. At times, a low birth rate nation is “chastened by some more virile and fertile group.”

Differential birth rates change...

PDF Summary 3: Race and History

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Civilization is not determined by the race. Instead, civilization development is a factor of geographic opportunity and economic and political development.

In turn, civilization makes the people. People who live in new areas adopt the new culture. Ethnic mixtures over centuries create a new type of people and culture.

A race-centric view of history is narrow-minded. A broadened education is the cure for a racially biased view of history. Civilization is a “cooperative product” - all people have contributed to it in some way.

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PDF Summary 4: Character and History

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Character and Inequality

The poor have largely the same impulses as the rich, with only less resources or ability to implement them. Time and time again, the poor who successfully rebelled adopted the very conventions of the people they overthrew.

Society is made up of the imitative majority and the innovating minority. A minority of people are “heroes of action,” pushing past the customs of culture to adapt society to new situations. The words of Churchill may have been worth a hundred battalions. The influence of a Gandhi may lift a society of poor millions to surprising ambition and power.

History in general is the conflict of minorities. The majority celebrates the winner and “supplies the human material of social experiment.”

PDF Summary 5: Morals and History

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  • With work no longer dependent on pure physical strength, females entered the workforce.
  • Families separated, with individuals moving away to cluster in cities where industries were concentrated.
  • Economic maturity to support a family came later, delaying marriage. Delaying marriage made chastity difficult. Nonreproductive sex was helped by contraception.
  • The formalization of spread religious doubts, leading to the rise of secularism.
  • Materialistic philosophies arose.

(Shortform note: Doubtless the character has changed again with the Information Age with computing and the Internet. We now prize niche personalization instead of mass consumption. Regional and national boundaries have blurred with the ease of global communication. Social groups have been redefined around interest, rather than mere geography - you connect with people who are like you, rather than people who happen to live around you.)

Moral Vices

Sin has flourished in every age, including prostitution, gambling, alcohol.

While our times may seem to have unprecedented moral laxity, it may not actually be unique in history. It may even be self-correcting - our children might come to see...

PDF Summary 6: Religion and History

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But as with all humans, religious leaders can be weak, leading to a variety of abuses of power:

  • Religion was used to justify the Inquisition, holy wars, and the Crusades. (Shortform note: no doubt the actions were publicly advertised with the intent of spreading the gospel, but with the underlying incentive of accreting more power and followers and suppressing dissent.)
  • Political kings forced the Church into hypocritical acts, like dissolving the Jesuit order.
  • The Church committed fraud through bogus relics and dubious miracles; “False Decretals” forged documents to give historical credence to “papal omnipotence.”
  • The Church played little part in the abolition of slavery, which the authors considered the hallmark achievement of modern morality.

The recurring nature of abuses triggered skepticism of religion, contributing to its declining influence over the past centuries.

Other forces also weakened religion’s foothold:

  • Religion once explained the supernatural. Science increasingly began explaining the supernatural, thus decreasing the reliance on religious explanations. It began with the Copernican model of the solar system, then...

PDF Summary 7: Economics and History

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In a society, the degree of wealth concentration depends on the economic freedom permitted by morals and laws. Democracy, which allows the most liberty, accelerates inequality.

Concentration of wealth and redistribution (violent or peaceful) cycle in civilizations like a heartbeat. Concentration may reach a point where the strength in the many poor rivals that of the few rich; then the unstable equilibrium requires either legislation redistributing wealth, or by revolution distributing poverty.

  • Athens in 594 BC saw inequality, and statesman Solon instituted reforms to reduce personal debts and establish progressive income tax. The rich protested this as confiscation, but within a generation the consensus was he had saved Athens from revolution.
  • The Roman civil wars were motivated in part by uprising of the plebs.
  • The Reformation was in part a redistribution of Catholic Church wealth by reducing payments to the church and appropriating church property and revenues.
  • In the 1930s-1960s, the United States was able to peacefully redistribute wealth through taxation and social programs.

PDF Summary 8: Socialism and History

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  • high taxation causes indolence, resentment, and escape of high earners to lower-tax societies
  • revolt is spurred by those whose profits are cut short (often the rich, who mobilize the masses on their behalf)
  • disasters (natural and manmade) cause upheaval and discontent

In the modern day, communism has taken on capitalist flair to stimulate productivity. Inversely, capitalist societies have taken on socialist programs to curb discontent with inequality. And so capitalism and communism look more like each other than they did decades past.

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PDF Summary 9: Government and History

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  • The gap between rich and poor widened. The rich flaunted their wealth, the poor schemed to redistribute through legislation, taxation, and sometimes murder of creditors and the rich. The rich in turn entrenched against the poor.
  • The rich distrusted democracy as “empowered envy,” and the poor distrusted it as a farce, with putative equality of voting obscuring the underlying inequality of wealth.
  • This bitterness left Greece divided when Philip of Macedon conquered in 338 BC, leading many to welcome his coming as preferable to revolution.

And in Rome:

  • 300-200BC: The Roman oligarchy with army conquered the Mediterranean. Conquered peoples were brought to Italy as slaves. Native farmers joined the proletariat in cities. The General returned with spoils.
  • By 50BC: Money replaced land as political power, rival factions purchased candidates and votes. Citizens who voted the wrong way were sometimes killed. Government became corrupt.
  • Aristocrats engaged Pompey to maintain power; commoners sided with Caesar, who won and established dictatorship. He was killed by aristocrats, but Augustus came and became a dictator.

Commentary on Government

Does...

PDF Summary 10: History and War

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There are two schools of thought. The philosopher will suggest that the destructiveness of military weapons is unprecedented, and humanity should try a new approach in defiance of history. The philosopher suggests the President should be conciliatory, agreeing to mutual peace and commitment and avoiding subversion and betrayal. We should seek mutual understanding and chances to learn from one another, attempting a radical experiment in history.

In contrast, the general laughs, thinking the philosopher has forgotten all of history and the competitive nature of man. The general believes some fundamental differences cannot be negotiated away, that subversion will continue happening regardless of what is said on the surface, and that world order will arise from a victory so decisive that it will dictate international law. Groups unite only in the face of a common enemy, and mankind will become one only if it faces a foreign enemy together.

PDF Summary 11: Growth and Decay

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Does history necessarily repeat itself? By and large, it has, because human nature is a relative constant. Humans react in stereotyped ways to frequently occurring situations like hunger and danger.

But the authors argue we are in an unprecedented time of development, where individuals are more differentiated than in primitive societies, and many novel circumstances will arise that demand novel responses. They say, with cautious optimism, that “there is no certainty that the future will repeat the past.”

Inevitably civilizations will fall, but this is not something to be bemoaned. What is gone is the frame; what was created in that civilization can be immortal. Civilizations pass its accomplishments onto their heirs. To wit, more people read Homer today than did in his time.

PDF Summary 12: Is Progress Real?

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An Optimistic Note

The achievements of civilization (fire, wheel, language, agriculture) have passed from one to the next. They connect eras to each other, back to the beginnings of biology.

The amount of achievement in human history is staggering. Interrupt this transmission for 100 years and we return to being savages.

Education is the transmission of a multifactorial heritage - our modes of thought, morals, technology, and culture. This heritage is richer than ever before, including all of Greek thinking and the Italian Renaissance.

History is the creation and recording of this heritage. Progress is its increasing abundance, preservation, transmission, and use.