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  Epigenetic Principles of Evolution         Introductory Notes
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19 

 

SPECIES  AND  ALLOPATRIC  SPECIATION

Species are merely those strongly marked races or local forms which, when in contact, do not intermix.

                                                                   A.R. Wallace

 

Biological species is an evolving but stable group of individuals arising and held together by a sensorily determined common mating system, which isolates them reproductively from any other group of individuals. On theoretical grounds, it is plausible that geographic isolation, over time, as a result of accumulation of phenotypic (morphological, physiological, behavioral) differences, can lead to reproductive isolation of populations and to allopatric speciation. However, the terrestrial and aquatic environments on earth generally are too continuous to account for the evolution of many millions of extant metazoan species and an even greater number of extinct species. The overwhelming majority of metazoan species evolved in almost barrierless continents and oceans rather than in isolated islands or lakes. Presently, it is difficult to assess therelative role that geographic isolation and allopatric speciation may have played in the evolution of metazoans. Models of allopatric speciation fail to determine the mechanism of reproductive isolation on secondary contact, when named species that are potentially capable of producing viable and fertile offspring do not interbreed and continue to exist as distinct species in sympatry.

 

The Concept of Species

Darwin considered species to be qualitatively not different from varieties, and he used the term species for “the sake of convenience” rather than for describing a taxonomic unit:

I look at the term species as one arbitrarily given, for the sake of convenience, to a set of individuals closely resembling each other, and that it does not essentially differ from the term variety, which is given to less distinct and more fluctuating forms. The term variety, again, in comparison with mere individual differences, is also applied arbitrarily, for convenience sake. (Darwin, 1859c)

The post-Darwinian biology has generally recognized the real existence of species as an evolutionarily discrete group of individuals. However, Darwin’s concept contains an important element of truth in the meaning that species, however discrete, are evolutionarily transient states of supraindividual organization and evolution of multicellular organisms.

In the neoDarwinian era, species was universally recognized as the fundamental taxonomic unit of evolution. One of the most widely accepted concepts of species is the biological species concept (BSC) introduced by Dobzhansky, who considered species to be  

That stage in the evolutionary process at which the once actually or potentially interbreeding array of forms becomes segregated in two or more separate arrays which are physiologically incapable of interbreeding. (Dobzhansky, 1935)
 
The concept was later echoed and developed by Mayr:
 
Species are groups of actually or potentially interbreeding natural populations which are reproductively isolated from other such groups. (Mayr, 1942)

 

At the core of the BSC is the notion of reproductive isolation. BSC implies and proclaims that allopatry is the necessary and sufficient condition of speciation. Needless to say, Darwin did not relate speciation to allopatry.
The biological species concept, like about two other dozens concepts of species, is far from universal as far as its applicability to various forms of life is concerned. It is not applicable to most unicellular prokaryotes, as well as to a great number of asexual, parthenogenetically reproducing invertebrates, self-pollinating plants, and many interspecifically hybridizing plants.

Dobzhansky’s and Mayr’s definitions of species are inseparable from the neoDarwinian assumption that geographic isolation is the necessary and sufficient condition for the establishment of reproductive isolation and speciation. This implies that reproductive isolation of one species from another results from accumulation of genetic changes between populations that have been geographically isolated for long periods of time. At that stage they represent species that are postzygotically isolated, i.e. that even when secondarily come in contact and can interbreed, they are incapable of producing fertile hybrids. This prediction is not always validated by observations in nature. Ever-increasing evidence, is showing that many well-established vertebrate and invertebrate species are reproductively not isolated, i.e. are “potentially interbreeding” groups and their offspring gives birth to viable and fertile offspring. This shows that the reproductive incompatibility and post-zygotic isolation as criteria for biological species definition are not universally true.

Later, due to inherent flaws of the definition and problems arising from recognition of the BSC, numerous attempts have been made to redefine the concept of species [24 named species concepts were known until in 1997 (de Queiroz, 2005)].

It is  not within the scope of this discussion to review different species definitions still in wide currency in the biological community. By emphasizing the role of reproductive isolation in the process of speciation, the BSC underestimates (while implying) the most important cohesive force of the species, the mate recognition system, which represents the deeper causal mechanism responsible for establishing reproductive isolation between populations of the original species. Reproductive isolation is determined by neurocognitive mating decisions on the basis of mate preferences.

Observations on a number of morphologically and genetically sibling (cryptic) species lends some weight to Paterson’s recognition species concept (RSC), which, in distinction from the BSC, views the reproductive compatibility within the group, as a basic criterion of species definition. Paterson’s recognition species concept maintains that species is the most inclusive population of biparental organisms sharing a common fertilization system. The concept emphasizes the reproductive unity of the group, rather than its differences with other groups. It emphasizes what reproductively the group is rather than what it is not. The reproductive isolation results from a change in the mate recognition system, which creates “a common fertilization system” in a group of individuals of a species.

The species recognition concept also is not applicable to asexual organisms. Both RSC and BSC would deny the status of species to many organisms that under natural conditions do not hybridize but can hybridize and produce  fertile hybrids under special conditions.

In an attempt to overcome difficulties arising from almost all the definitions that used to emphasize particular properties of species for species definition, recently de Queiroz has proposed another concept of species according to which the evolutionary divergence between lineages leading to speciation first leads to quantitative divergences between lineages, which over time may produce distinctive character states. de Queiroz envisages species formation as a process of continuous divergence of populations that, over time, leads to sequential, but temporally not orderly, acquisition of specific properties (phenetic distinction, ecological distinction, changes in mate recognition system, prezygotic isolation, postzygotic isolation, differences between diverging lineages etc.) (de Queiroz, 2005; figure 19.1).

 

Figure 19.1. A highly simplified representation of the process of metapopulation lineage divergence (speciation) illustrating the conflicts caused by adopting different contingent properties of metapopulation lineages as necessary properties of species. Progressive darkening and lightening of the daughter lineages represent their progressive divergence through time (bottom to top), and the numbered lines labeled SC (species criterion) 1–8 represent the times at which the daughter lineages acquire different properties relative to one another (e.g., when they become phenetically distinguishable, diagnosable by a fixed character difference, reciprocally monophyletic, reproductively incompatible, ecologically distinct, etc.). Before evolution of the first property (SC1), authors will agree there is a single species, and after evolution of the last property (SC8), they will agree there are two. Between these events, however, there will be disagreement among authors about whether one vs. two species are involved. Those disagreements result from authors adopting different contingent properties (species criteria) as the basis for their species definitions  (From de Queiroz, 2005).

 

de Queiroz’s species concept attempts to eliminate conflicts between various species concepts, which are based on particular properties that may appear at different stages of the process of speciation but it fails to  show when a separately evolving population should be considered a true species. While attempting to reconcile widely different definitions of species, this concept, à la Darwin, blurs the difference between varieties and species.

The speciation concept used in this work holds that reproductive isolation may take place in sympatry and, in line with the Darwinian concept of speciation. No geographic isolation or post-zygotic isolation is required for reproductive isolation and speciation process to take place. Reproductive isolation will be considered as an initial step of speciation that relies on a sensory determined ability of males and females to know, and with a strong bias mate with self-like individuals, leading thus to formation of two or more reproductively isolated populations within the range of the original population. What prevents hybridization and determines the reproductive isolation under natural condition is the SMRS (specific mate recognition system).

In this work the biological species will be dealt with as a transient but stable group of individuals held together by a common mating system, which under natural conditions determines their reproductive isolation from individuals of the rest of mating systems.

A species, in response to external/internal stimuli, can split into new mating systems based on changes in mating preferences in groups of individuals, and lead to formation of reproductively isolated populations within the original population. Thus, the reproductive isolation of two populations under conditions of sympatry, is considered to be the result of the emergence of new mating preferences in two groups of individuals of a single population, which serve as cohesive forces for creating and maintaining two new mating system. This form of reproductive isolation depends on and derives from changes in the mating system. At the basis of the sympatric speciation, thus, is an endogenously determined reproductive isolation, as opposed to the exogenous reproductive isolation imposed by spatial separation of populations (geographic isolation) occurring during allopatric speciation.

While recognizing the reproductive isolation both as a result and a condition of the speciation process, this concept, in line with adequate experimental evidence, rejects the “incompatibility of interbreeding” as a criterion of speciation. Reflecting the available empirical evidence it also rejects two neoDarwinian  tenets:

1. Genetic changes as cause of speciation,and

2. Postzygotic isolation as a criterion of species.

 

The NeoDarwinian Theory and the Problem of Speciation

 

In developing his theory of evolution via natural selection C. Darwin, for obvious reasons, did not attempt to elaborate on the process of speciation, the crux of the process of metazoan evolution. He believed that speciation in plants and animals occurs in sympatry, implying that no geographic isolation was necessary for the process to take place.

After Darwin and up to the present day the evolution of life has been considered to be a gradual process of accumulation of heritable variations that, over time, lead to reproductive postzygotic isolation of populations and formation of new species. Accordingly, splitting of one species in two is the unavoidable result of gradual accumulation of variations, rather than an independent process of evolution:

 

Speciation, then, is an epiphenomenon of Darwinism in only the trivial sense that, like nearly all evolutionary phenomena, it occurs by gradual change of populations, usually impelled by natural selection. (Coyne, 1994)

 

This view has only rarely been challenged, despite the fact that it has never been seriously attempted to theoretically elaborate on the mechanism of speciation or experimentally trace back the details of the process of accumulation of gradual changes, under the action of natural selection, presumably leading to reproductive isolation of populations.

However discrete, and obviously different from each other, species were seen as demonstration of gradualism in the great scheme of evolution of the living world. Nevertheless, the unmistakable links and signs of transition between species and other higher taxa in nature do not by themselves prove the belief that accumulation of gradual hereditary changes is a mechanism, let alone the only mechanism, of speciation.

Contrary to the mainstream of the biological thought, during the last 140 years, a number of biologists, especially from the field of paleontology, have continually challenged the  gradualist concept and presented evidence that seemed to contradict the view of gradual speciation and evolution. But amid the unprecedented enthusiasm engendered by the triumph of the classical and molecular genetics and the advent of the neoDarwinian paradigm, for the most part of the 20th century their claims remained “voice in the desert”.

After de Vries’ saltationist theory of species formation, known as the mutational theory, by 30s of the last century, the field of evolutionary theory was dominated by the neoDarwinian thought. In the neoDarwinian definition, essentially, evolution was a statistical process of changes in allele frequencies, under the action of natural selection. Constrained by the fact that genetic changes that could occur in natural populations would be diluted under conditions of panmixis, neoDarwinians had to postulate that geographical isolation of evolving populations was a necessary condition of speciation in nature, although Darwin envisaged speciation as a process occurring in sympatry. Allopatric populations, under the action of natural selection, accumulate changes in the genotype, leading to their genetic divergence, postzygotic and reproductive isolation and, finally, to formation of new species. According to this allopatric model of speciation, geographic isolation, the absence of physical contact between populations, is an indispensable condition of speciation.

From  the neoDarwinian perspective, formation of new species and higher taxa, the macroevolution in general, was seen as nothing more than an extension, or an unavoidable finalization, of the process of gradual accumulation of microevolutionary (mutational) changes in genes. Accordingly, the difference between two processes lies not in the mechanisms used, or in the causal basis, but in results alone. And the difference in the results is a function of time. Any ongoing microevolutionary process, at some point in time, sooner or later, would produce macroevolutionary events. In a well-known aphorism, microevolution plus sufficient time equals macroevolution. Time only is necessary for macroevolutionary events to occur, sufficient time for accumulation of microevolutionary changes.

The neoDarwinian gradualistic concept of evolution took a serious blow in early 70es, of the 20th century when two young paleontologists, Niles Eldredge and Steven Jay Gould, based on paleontological evidence, proposed their theory of punctuated equilibria that evolution is characterized by long periods of stasis (Eldredge, 1971) with no observable changes in morphology and sudden, relatively short, periods of evolutionary changes (Eldredge and Gould, 1972). They proposed that lack of transitional forms in the paleontological record, was “an accurate reflection of evolution” rather than result of the imperfect record (Gould, 1991). They argued that Darwin had to emphasize the incremental, gradual character of evolutionary changes in his confrontation with the prevailing concept of the immutability and permanence of species. Says Eldredge:

 

Gould and I showed that such stability is a real aspect of life’s history which must be confronted - and that, in fact, it posed no fundamental threat to the basic notion of evolution itself. For that was Darwin’s problem: to establish the plausibility of the very idea of evolution, Darwin felt that he had to undermine the older (and ultimately biblically based) doctrine of species fixity. Stasis, to Darwin, was an ugly inconvenience. ( Eldredge, 1985)

 

As Mayr pointed out, Darwin has been

 

Fully aware of highly different rates of evolution, from complete stasis to rates of change so fast that intermediates could not be discovered in the fossil record. (Mayr, 1992)

 

Indeed, in Darwin’s work, evolutionary gradualism is related with the action of natural selection but the fact that Darwin himself has repeatedly and explicitly stated that natural selection is not the only mechanism of evolution (Darwin, 1859a1; Darwin, 1872a1) indicates that he accepted the possibility of nongradual evolution.

Beginning from the early 80es, studies of the Cambrian fauna showed that about 540-570 Mya, within a short period of ~10 million years, all the known extant and many more extinct phyla evolved with extraordinary and inexplicable rapidity. This “Cambrian explosion” of metazoan life was a major blow to, and  an empirical refutation of, the neoDarwinian principle of gradualism as the only way of evolution and speciation.

Since it was first proposed in 30es of the last century, for more than 70 years, the neoDarwinian theory has been the prevailing theoretical guide and inspiration for evolutionary studies in metazoans. Tremendous amount of time and energy has been devoted to the elaboration of hypotheses of gradual speciation through natural selection acting as an editor on genetic variability that results from spontaneous mutations, genetic drift, and gene flow.

It was taken for granted that changes in genes are the only mechanism of induction of inherited changes in the living world. While the role of mutations in molecular evolution, i.e., in changing properties of proteins is sufficiently and satisfactorily substantiated, it has never been demonstrated that particular mutations in a gene or in a number of genes have been responsible for an adaptive morphological change in metazoans. Random mutations generally produce “noise”, and very rarely can improve the functions of proteins coded by genes but, to build on the neoDarwinian metaphor of the of natural selection as the “editor” of the text of the randomly occurring mutations, they produce no meaningful (adaptive) morphological texts. Gene mutations, by definition, produce changes in proteins by changing the amino acid sequence in protein molecules, but it is beyond imagination how a change in the amino acid sequence of a protein may change a morphological character, that is an adaptive change in the spatial patterning of millions/billions of cells of particular types from which the new morphological character arises. This is the reason why no one has ever attempted to hypothetically show, let alone elaborate on, how this could happen.

By taking for granted that changes in genes determine animal morphology, before trying to show how this might occur, before demonstrating that gene mutations and changes in allele frequencies are the real cause of morphological variability, a whole mathematical structure was created to show how these unproven genetic mechanisms drive the evolution of living forms. On this scientifically shaky foundation, the huge edifice of population genetics, the mathematical basis of the neoDarwinian evolutionary theory, was erected.

Adequate experimental and observational evidence has already invalidated the neoDarwinian tenet that geographic isolation, i.e. the spatial separation of populations, under the action of natural selection, is a necessary and sufficient condition of speciation. Allopatric populations of a species commonly are capable to hybridize and give birth to fertile offspring, which refutes the neoDarwinian hypothesis of the evolution postzygotic isolation in allopatry as a condition of speciation. Not only allopatric populations of a species but, in some cases, named species belonging to the same genus, and even to different genera, which have been geographically separated for evolutionarily long periods of time since they diverged from their common ancestor, are still capable of hybridizing and producing fertile offspring in F1.

Empirical evidence also shows that speciation does not necessarily require long periods of time  (for accumulation of “favorable mutations”) to occur. Species are known to have evolved in “evolutionary instants” of a few thousands (cichlid fushes in East African lakes) and even a few hundreds (Rhagoletis spp.) of years.

None of the neoDarwinian agents of evolution (gene mutations, genetic recombination and changes in allele frequencies) have been demonstrated to affect speciation events in sympatry or allopatry and often sibling species are both morphogenetically and genetically almost indistinguishable (Purves and Orians, 1987a). Sometimes, sibling species that are reproductively isolated show no genetic differences and often, genetic differences between individuals and populations of the same Drosophila species are greater than those between sibling species:

 

Gel electrophoretic techniques reveal that sibling species of Drosophila share nearly all their alleles. The prevalent allele at most loci is nearly always found at a frequency of at least 0.01 in other closely related species. The vast majority of differences among the species is based upon variability already present within the individuals of a species. All of several hundred species of this genus that have evolved in Hawaii during the past 5-6 million years are very similar morphologically and genetically. (Purves and Orians, 1987b)

This is also the case with other invertebrate taxa:

 

The genetic variation among the 200 Lake Victoria species is less than that within a single species of horseshoe crab; and yet the morphological variation among them is extensive. (Levin, 1999)

 

Under drastically changed conditions of living, speciation may occur very fast, within a limited number of generations or in a few thousand years. This has been the case with sympatric species of cichlid fish in East African lakes, Drosophila species in Hawai islands, etc. All these speciation events have taken place in the absence of geographical isolation. From a neoDarwinian view, this is inexplicable.

Formation of an estimated 500 extant and extinct species of cichlid fish, of which 200 are endemic (not found elsewhere), in LakeVictoria within 750,000 years (Seehausen et al., 1997) is a stumbling block to any attempt to explain it from the view of populations genetics and the knowledge on mutagenesis in general.

Similarly, there is no satisfactory neoDarwinian explanation of the exceptionally rapid, linear evolution of hominids from Australopithecines living some 4 million years ago through Homo habilis (3 million years), Homo erectus (1.7 million years), Homo neanderthalensis (400 thousand years), and Homo sapiens sapiens (Cro-Magnon man) (~30 thousand years ago). The sequential emergence of those ancestors of the  Homo sapiens sapiens could not reasonably be attributed to any form of geographic isolation for the Old World represents a territorial continuum, and the number of generations (a few thousands) is obviously insufficient for the favorable changes to occur and accumulate to the point of a genetic isolation and emergence of a new species of strongly distinct phenotypes even under conditions of geographic isolation.

The fact that numerous demonstrated cases of speciation have occurred not only within evolutionarily very short periods of time but also under conditions of sympatry, clearly suggests that the neoDarwinian principles of allopatry and gradualism are not validated as scientific hypotheses for explaining the process of speciation.

These facts suggest that genetic changes may not be related to, or be necessary for, prezygotic reproductive isolation. It is possible that the opposite might be true, i.e. that speciation may be the cause of the accumulation of genetic and chromosomal changes observed between species in sympatry and allopatry.

And the question naturally arises whether that minimal amount of genetic and morphologic difference between those species (which often is smaller than the variability already present within the species) is prespeciational or postspeciational by origin. We have no reliable way of determining whether the genetic changes between two extant species have occurred in allopatry or sympatry, or before the speciation or thereafter, hence we are unable to determine whether the two species evolved in sympatry or allopatry.

From a morphological point of view, it is within everyone’s realm of experience that various races of domestic animals, created through artificial selection by man during last few millenia, are often more different between them than from their wild conspecifics. Very often, even under natural conditions, various races of a species in sympatry differ so much phenotypically from each other that for long periods of time have been viewed as distinct species. This has been the case with the deer mouse (Peromyscus maniculatus), the most widely distributed small animal in North America, which exhibits extraordinary regional variations in coat color, which matches the background color of soils, and in tail and foot length, which determines how readily the deer mice can climb (Purves, 1987c).

 

 

Speciation Modes According to the Spatial Occurrence

 

Darwin adopted a sympatric approach to the problem of speciation but post-Darwinian evolutionists distinguished between two main forms of speciation, allopatric speciation, taking place under conditions of spatial isolation of populations, and sympatric speciation occurring within populations sharing the same habitat. However, in line with the basic neoDarwinian tenet of accumulation of changes in genes and alleles as a condition of speciation, their approach required spatial isolation, for under conditions of sympatry, the panmixis, random mating would not allow accumulation of  genetic differences between two populations. Hence, from a neoDarwinian view, sympatric speciation is not more than a theoretical possibility.

The classification of modes of speciation according to spatial occurrence is a phenomenological classification, for the same causes of speciation may be involved in both allopatry and sympatry. However, for historical reasons and for facilitating the argument, the following discussion on speciation will follow that classification.

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