READINGS ON KARL MARX: CLASS THEORY AND ALIENATION Class Theory Marx's class theory rests on the premise that "the history of all hitherto existing society is the history of class struggles." 16 According to this view, ever since human society emerged from its primitive and relatively undifferentiated state it has remained fundamentally divided between classes who clash in the pursuit of class interests. In the world of capitalism, for example, the nuclear cell of the capitalist system, the factory, is the prime locus of antagonism between classes--between exploiters and exploited, between buyers and sellers of labor power--rather than of functional collaboration. Class interests and the confrontations of power that they bring in their wake are to Marx the central determinant of social and historical process. Marx's analysis continually centers on how the relationships between men are shaped by their relative positions in regard to the means of production, that is, by their differential access to scarce resources and scarce power. He notes that unequal access need not at all times and under all conditions lead to active class struggle. But he considered it axiomatic that the potential for class conflict is inherent in every differentiated society, since such a society systematically generates conflicts of interest between persons and groups differentially located within the social structure, and, more particularly, in relation to the means of production. Marx was concerned with the ways in which specific positions in the social structure tended to shape the social experiences of their incumbents and to predispose them to actions oriented to improve their collective fate. Yet class interests in Marxian sociology are not given ab initio. They develop through the exposure of people occupying particular social positions to particular social circumstances. Thus, in early industrial enterprises, competition divides the personal interests of "a crowd of people who are unknown to each other... But the maintenance of their wages, this common interest which they have against their employer, brings them together." 17 "The separate individuals form a class only in so far as they have to carry on a common battle against another class; otherwise they are on hostile terms with each other as competitors." 18 Class interests are fundamentally different from, and cannot be derived from, the individual interests imputed by the utilitarian school and classical British political economy. Potential common interests of members of a particular stratum derive from the location of that stratum within particular social structures and productive relations. But potentiality is transformed into actuality, Klasse en sich (class in itself) into Klasse fuer sich (class for itself), only when individuals occupying similar positions become involved in common struggles; a network of communication develops, and they thereby become conscious of their common fate. It is then that individuals become part of a cohesive class that consciously articulates their common interests. As Carlyle once put it, "Great is the combined voice of men." Although an aggregate of people may occupy similar positions
in the process of production and their lives may have objectively similar determinants, they become a class as a self-conscious and history- making body only if they become aware of the similarity of their interests through their conflicts with opposing classes. To Marx, the basis upon which stratification systems rest is the relation of aggregates of men to the means of production. The major modern classes are "the owners merely of labor-power, owners of capital, and landowners, whose respective sources of income are wages, profit and ground-rent." 19 Classes are aggregates of persons who perform the same function in the organization of production. Yet self-conscious classes, as distinct from aggregates of people sharing a common fate, need for their emergence a number of conditions among which are a network of communication, the concentration of masses of people, a common enemy, and some form of organization. Self-conscious classes arise only if and when there exists a convergence of what Max Weber later called "ideal" and "material" interests, that is, the combination of economic and political demands with moral and ideological quests. The same mode of reasoning that led Marx to assert that the working class was bound to develop class consciousness once the appropriate conditions were present also led him to contend that the bourgeoisie, because of the inherent competitive relations between capitalist producers, was incapable of developing an overall consciousness of its collective interests. The classical economists picture the economic system of a market economy as one in which each man, working in his own interest and solely concerned with the maximization of his own gains, nevertheless contributes to the interests and the harmony of the whole. Differing sharply, Marx contended, as Raymond Aron has put it, that "each man, working in his own interest, contributes both to the necessary functioning and to the final destruction of the regime." 20 In contrast to the utilitarians who conceive of self-interest as a regulator of a harmonious society, Marx sees individual self-interest among capitalists as destructive of their class interest in general, and as leading to the ultimate self-destruction of capitalism. The very fact that each capitalist acts rationally in his own self-interest leads to ever deepening economic crises and hence to the destruction of the interests common to all. The conditions of work and the roles of workers dispose them to solidarity and to overcoming their initial competitiveness in favor of combined action for their collective class interests. Capitalists, however, being constrained by competition on the market, are in a structural positions that does not allow them to arrive at a consistent assertion of common interests. The market and the competitive mode of production that is characteristic of capitalism tend to separate individual producers. Marx granted that capitalists also found it possible to transcend their immediate self-interests, but he thought this possible primarily in the political and ideological spheres rather than in the economic. Capitalists, divided by the economic competition among themselves, evolved a justifying ideology and a political system of domination that served their collective interests. "The State is the form in which the individuals of a ruling class assert their
common interests." 21 "The ideas of the ruling class are...the ruling ideas." 22 Political power and ideology thus seem to serve the same functions for capitalists that class consciousness serves for the working class. But the symmetry is only apparent. To Marx, the economic sphere was always the finally decisive realm within which the bourgeoisie was always the victim of the competitiveness inherent in its mode of economic existence. It can evolve a consciousness, but it is always a "false consciousness," that is, a consciousness that does not transcend its being rooted in an economically competitive mode of production. Hence neither the bourgeoisie as a class, nor the bourgeois state, nor the bourgeois ideology can serve truly to transcend the self-interest enjoined by the bourgeoisie. The bourgeois reign is doomed when economic conditions are ripe and when a working class united by solidarity, aware of its common interests and energized by an appropriate system of ideas, confronts its disunited antagonists. Once workers became aware that they are alienated from the process of production, the dusk of the capitalist era has set in. 23 From Lewis A. Coser, Masters of Sociological Thought: Ideas in Historical and Social Context, 2nd Ed., Fort Worth: Harcourt Brace Jovanovich, Inc., 1977: 48-50.
Alienation For Marx, the history of mankind had a double aspect: It was a history of increasing control of man over nature at the same time as it was a history of the increasing alienation of man. Alienation may be described as a condition in which men are dominated by forces of their own creation, which confront them as alien powers. The notion is central to all of Marx's earlier philosophical writings and still informs his later work, although no longer as a philosophical issue but as a social phenomenon. The young Marx asks: In what circumstances do men project their own powers, their own values, upon objects that escape their control? What are the social causes of this phenomenon? To Marx, all major institutional spheres in capitalist society, such as religion, the state, and political economy, were marked by a condition of alienation. Moreover, these various aspects of alienation were interdependent. "Objectification is the practice of alienation. Just as man, so long as he is engrossed in religion, can only objectify his essence by an alien and fantastic being; so under the sway of egoistic need, he can only affirm himself and produce objects in practice by subordinating his products and his own activity to the domination of an alien entity, and by attributing to them the significance of an alien entity, namely money." 24 "Money is the alienated essence of man's work and existence; the essence dominates him and he worships it." 25 "The state is the intermediary between men and human liberty. Just as Christ is the intermediary to whom man attributes all his own divinity and all his religious bonds, so the state is the intermediary to which man confides all his non-divinity and all his human freedom." 26 Alienation hence confronts man in the whole world of institutions in which he is enmeshed. But alienation in the workplace assumes for Marx an overriding importance, because to hi man was above all Homo Faber, Man the Maker. "The outstanding achievement of Hegel's Phenomenology... is that Hegel grasps the self-creation of man as a process... and that he, therefore, grasps the nature of labor and conceives objective man...as the result of his own labor." 27 Economic alienation under capitalism is involved in men's daily activities and not only in their minds, as other forms of alienation might be. "Religious alienation as such occurs only in the sphere of consciousness, in the inner life of man, but economic alienation is that of real life.... It therefore affects both aspects." 28 Alienation in the domain of work has a fourfold aspect: Man is alienated from the object he produces, from the process of production, from himself, and from the community of his fellows. "The object produced by labor, its product, now stands opposed to it as an alien being, as a power independent of the producer....the more the worker expends himself in work
the more powerful becomes the world of objects which he creates in face of himself, the poorer he becomes in his inner life, and the less he belongs to himself." 29 "However, alienation appears not merely in the result but also in the process of production, within productive activity itself.... If the product of labor is alienation, production itself must be active alienation.... The alienation of the object of labor merely summarizes the alienation in the work activity itself." 30 Being alienated from the objects of his labor and from the process of production, man is also alienated from himself--he cannot fully develop the many sides of his personality. "Work is external to the worker.... It is not part of his nature; consequently he does not fulfill himself in his work but denies himself.... The worker therefore feels himself at home only during his leisure time, whereas at work he feels homeless." 31 "In work [the worker] does not belong to himself but to another person." 32 "This is the relationship of the worker to his own activity as something alien, not belonging to him activity as suffering (passivity), strength as powerlessness, creation as emasculation, the personal physical and mental energy of the worker, his personal life.... as an activity which is directed against himself, independent of him and not belonging to him." 33 Finally, alienated man is also alienated from the human community, from his "speciesbeing." "Man is alienated from other men. When man confronts himself he also confronts other men. What is true of man's relationship to his work, to the product of his work and to himself, is also true of his relationship to other men.... Each man is alienated from others... each of the others is likewise alienated from human life." 34 Marx would have liked the lines of the poet, A.E. Housman, "I, a stranger and afraid/in a world I never made." Only Marx would have replaced the poet's I with We. The term alienation cannot be found in the later writings of Marx, but modern commentators are in error when they contend that Marx abandoned the idea. It informs his later writings, more particularly Das Kapital. In the notion of the "fetishism of commodities," which is central to his economic analysis, Marx repeatedly applies the concept of alienation. Commodities are alienated products of the labor of man, crystallized manifestations, which in Frankenstein fashion now dominate their creators. "The commodity form," writes Marx in Das Kapital, and the value relation between the products of labor which stamps them as commodities, have absolutely no connection with their physical properties and with the material relations arising therefrom. It is simply a definite relation between men, that assumes in their eyes the fantastic form of a relation between things. To find an analogy, we must have recourse to the nebulous regions of the religious world. In that world the productions of the human brain appear as independent beings endowed with life, and entering into relation both with one another and with the human race. So it is in the world of commodities, with the products of men's hands. This I call the fetishism which attaches itself to the products of labor, as soon as they are produced as commodities. 35
Explicitly stated or tacitly assumed, the notion of alienation remained central to Marx's social and economic analysis. In an alienated society, the whole mind-set of men, their consciousness, is to a large extent only the reflection of the conditions in which they find themselves and of the position in the process of production in which they are variously placed. This is the subject matter of Marx's sociology of knowledge, to which we now turn. From Lewis A. Coser, Masters of Sociological Thought: Ideas in Historical and Social Context, 2nd Ed., Fort Worth: Harcourt Brace Jovanovich, Inc., 1977: 50-53.