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Journal of Theoretical Biology 228 (2004) 217–226

Natural selection on unpalatable species imposed by state-dependent foraging behaviour Thomas N. Sherratta,*, Michael P. Speedb, Graeme D. Ruxtonc a

Department of Biology, Carleton University, Ottawa, Ont., Canada K1S 5B6 School of Biological Sciences, University of Liverpool, Liverpool L69 7ZB, UK c Division of Environmental and Evolutionary Biology, IBLS, Graham Kerr Building, University of Glasgow, Glasgow G12 8QQ, UK b

Received 3 September 2003; received in revised form 15 December 2003; accepted 24 December 2003

Abstract Mullerian . mimicry is typically thought to arise as a consequence of defended prey species adopting a similar way of signalling their unprofitability, thereby reducing the costs of predator education. Here we consider subsequent selection on the morphology of prey species, in the potentially lengthy period of time when predators are generally aware of the noxious qualities of their prey (and so no further learning is involved). Using a pair of stochastic dynamic programming equations which describe both the toxin burdens of a predator and its energy level, we identified the optimal state-dependent rules that maximize a predator’s long-term survivorship, and examined the implications of this behaviour for the evolution of prey morphologies. When palatable prey are in short supply then those prey species which contain relatively low doses of toxins become profitable to consume by hungry predators. Under these conditions, a weakly defended prey could gain selective advantage in the post educational period by resembling a prey species which contained a higher dose of the same or different toxins, although the precise nature of the ecological relationship between model and mimic could either be mutualistic or parasitic depending on how mimic density increases when favoured by selection. Our work formally demonstrates that one does not always need to invoke educational effects to explain why two or more unpalatable species have evolved a similar appearance, or to explain why mimetic similarity among distasteful species is maintained over time. When two species contain high levels of different toxins then they may gain mutual advantage by resembling one another, not only by educating the predator as to their common unprofitability (classical Mullerian . mimicry), but also by increasing predator uncertainty as to the specific kind of toxin a prey item contains. r 2004 Elsevier Ltd. All rights reserved. Keywords: Batesian mimicry; Mullerian . mimicry; Hunger; Toxins; State dependence; Palatability spectrum

1. Introduction The textbook distinction between Batesian (Bates, 1862) and Mullerian . (Muller, 1878) mimicry is almost always based on the notion of edibility. Thus, Batesian mimicry is ‘‘the resemblance of an edible species , the mimic, to an inedible one, the model’’ while Mullerian . mimicry occurs when ‘‘an unpalatable or venomous species resembles another’’ (Smith and Smith, 2001, pp. 294–295). These two forms of mimicry are almost always distinguished because they are generally explained in different ways. Thus, Batesian mimicry is *Corresponding author. Tel.: +613-520-2600  1748; fax: +613520-2569. E-mail address: [email protected] (T.N. Sherratt). 0022-5193/$ - see front matter r 2004 Elsevier Ltd. All rights reserved. doi:10.1016/j.jtbi.2003.12.009

widely considered to have evolved in palatable prey as a consequence of selection to deceive predators into believing they are unpalatable, while Mullerian . mimicry—if it is to be thought of as mimicry at all—is considered to evolve through selection to reduce the burden of predator education (Fisher, 1930). One important consequence of these different mechanisms is the contrasting forms of frequency dependence they are thought to generate: Batesian mimics are considered parasites, while Mullerian . mimics are considered mutualists (Turner, 1987). Despite this consensus, the possibility that at least some instances of similarity among distasteful species may have evolved through selection to deceive predators has been frequently raised. Even before the publication of the theory of Mullerian . mimicry, Wallace (1871,

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p. 85) proposed that ‘‘distasteful secretion is not produced alike by all members of the family and that where it is deficient, protective imitation comes into play’’. Marshall (1908) similarly argued that hungry birds would consume weakly unpalatable prey, and that this would generate selection in these unpalatable species to become Batesian, rather than Mullerian . mimics. In a comprehensive review of mimicry, Nicholson (1927, p. 89) treated both Batesian and Mullerian . mimicry as cases of deceptive resemblance ‘‘The incipient mimic need not therefore be palatable; it need only be less distasteful than its model, other things being equal’’. DeRuiter (1959, p. 353) was even more explicit, arguing that Mullerian . mimicry ‘‘is very unlikely to be realized except when predators live in the presence of such a superabundance of food that they never have to resort to relatively distasteful prey’’. Others have maintained that there may be a difference between these classical forms of mimicry, but that this difference may be somehow blurred by predators foraging on weakly distasteful prey in times of energetic need. Thus, Sheppard (1975, p. 183) stated: ‘‘the edibility of an object is determined in part by the degree of starvation of the predatoryIt follows that it is not always possible to determine with any certainty whether every particular association is Mullerian . or Batesian’’. Benson (1977, p. 455) took a similar view, arguing that while the acceptability of a prey species could fluctuate substantially depending on ecological circumstances, any given prey species would not ‘sit on the fence’ for long: ‘‘With a variable environment of predators being more or less hungry or selective, the status of a mimic may change, but it will be intermediate only instantaneously as it passes over the knife-edge separation between the two categories’’. Most recently, Srygley and Kingsolver (1998, p. 53) appear to have adopted a pluralistic approach, implying that both Mullerian . and Batesian mechanisms can act in a given system to maintain mimetic similarity: ‘‘yincipient mimics may have a survival advantage over non-mimetic forms that are more readily sampled by predators early in the breeding season when demand is low. As the demand for resources increases with reproductive output, predators sample distasteful butterflies as well as those that are palatable, and sampling of mimetic forms would also increase..... so that selection for mimetic perfection would ensue’’. Given such a long history of commentary on the potential role of predator hunger in promoting mimicry among distasteful prey, it is somewhat surprising that so little attention has been paid to state-dependent behaviour in the development of formal theoretical models of mimicry. Indeed, the standard assumption of almost all published mimicry models is that the predators fortuitously always find sufficient alternative prey to have a constant hunger level (e.g. Turner et al.,

1984; Speed, 1993a; MacDougall and Dawkins, 1998). We believe that one reason for this almost complete neglect of state dependence in mimicry models may be lack of a well-recognized methodological framework to deal with the phenomenon. The central goal of this paper therefore, is to show how the technique of stochastic dynamic programming (Bellman, 1957; Houston et al., 1988; Mangel and Clark, 1988; Clark and Mangel, 2000) can provide a powerful way of addressing these important issues. We also show how this approach lends insights into the parasitic nature of at least some relationships between unpalatable prey species, and how selection on one unpalatable prey species to resemble another can sometimes be one-sided. This paper introduces a pair of state-dependent models in which individual predators have particular body burdens of toxins and energy levels at any given time. Speed (1993b) noted that (p. 1246) ‘‘in periods of actual (or anticipated) hunger, and of scarcity of alternative prey, eating a species that contains some toxin and surviving is a better strategy than eating none at all and starving’’ and this is precisely the form of starvation-poisoning trade-off, and its consequences for mimicry, that we have sought to formalize. Using dynamic optimization techniques we ask how and why predators, which have already learnt to identify the distinct prey types in their environment, should behave if they adopt foraging rules that maximize their longterm survivorship. We recognize at the outset that by not explicitly considering learning we are omitting consideration of the very processes traditionally thought to generate mimicry among distasteful species. However in so doing, we can isolate the role these distinct physiological processes might contribute (along with the well-explored psychological mechanisms like learning) to the explanation of mimicry among distasteful species. Sherratt (2003) recently developed and explored a state-dependent model to explore how the survivorship risks to a predator from attacking potentially defended prey might be traded off against risks of starvation. However, the model was simplistic in that it did not consider the predator’s body burden of unpalatable toxins, or the degree to which a predator’s decisions might be dependent on this aspect of its physiological state. This more sophisticated model allows us to consider cases in which predators might intermittently feed on defended prey until they accumulated a high dose of poisons (see for example Brower and Calvert, 1985), and permits us to compare and contrast cases in which the toxins derived from different species are independent in their mode of action, or synergistic (Turner and Speed, 2001). To our knowledge this is the first formal assessment of the relationships between mimetic prey species which uses dynamic optimization theory to assess the state-dependent profitability of prey items.

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2. Methods By convention, the prey species that contains the highest per capita dose of toxins in relation to the lethal dose for a predator is known as the ‘‘model’’ and the species which resembles this species is known as the ‘‘mimic’’ (see for example Turner, 1984 for a rather different interpretation of these terms). 2.1. A single form of toxin (additive effects) In the first instance, we assume that the toxins derived from different prey species have simple additive effects (Turner and Speed, 2001) on the burdens of the predator whatever species they were derived from. Let a predator have energy reserves xðtÞ; and toxin levels cðtÞ at a discrete time t. The predator incurs metabolic costs, and thereby uses up a quantity a of its energy reserves per unit time while a quantity b of toxins are metabolized per unit time. If xðtÞpxmin ð¼ 0Þ then the predator dies, while xðtÞ is always constrained so that it can never be greater than xmax. Similarly, if cðtÞXcmax then the toxin burden is too high and the predator dies. The problem for the predator is how best to balance the conflicting demands of gaining energy and avoiding being poisoned, thereby maximizing its chances of survival. For simplicity, we assume that all prey items provide a energy units, but that they may contain different levels of toxins. Following Speed (1993a), at each discrete time unit the predator may encounter any one of: (i) a prey phenotype (MODMIM) that is one of two possible indistinguishable prey types (model or mimic), (ii) an alternative and readily identifiable control prey type with the same toxin content as the mimic (MIC), (iii) an alternative and readily identifiable control prey type with the same toxin content as the model (MOC), (iv) an alternative prey and readily identifiable non-toxic prey type (A), or (v) no prey item at all. We let the prey phenotype MODMIM be a model with probability q (hence it will be the less noxious mimic with probability 1  q). Prey without toxins were necessary to ensure that the predator considered had at least a reasonable chance of avoiding starvation and/or poisoning. Each of the five event types were encountered with fixed probabilities lMODMIM, lMIC, lMOC, lA and lN per unit time which sum to 1. To reflect the possibility that certain prey may be defended over and above having toxins, attacking a model (and model control) and mimic (and mimic control) lowered the expected future survivorship of the predator by the factors sMODEL and sMIMIC, respectively. Typically sMIMIC and sMODEL were considered close to 1 (both at 0.99) so that neither model nor mimic (and respective controls) were particularly harmful to attack per se (although they may be lethal to consume if this brings the body toxin content above cmax). Attacks

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on the model (and corresponding model control) and mimic (and mimic control) increased the toxin content of the predator by the doses dMODEL and dMIMIC, respectively ðdMODEL XdMIMIC Þ: Taken together, the assumptions amount to a step-wise dose–response relationship with mortality moving from 0 (if cðtÞ ¼ 0) to 1  s (if a model or mimic is attacked and the bodily toxin content remains less than cmax ) to 1 (see Mallet, 2001, for an analogous dose–response relationship). To account for the predator’s change in energetic state per unit time, the relevant equations were x0 ¼ x  a (no prey attacked) and x00 ¼ x  a þ a (prey item attacked), all subject to the lower and upper limits of xmin and xmax. Similarly the relevant changes in toxin content were c0 ¼ c  b (no prey attacked, or alternative palatable prey attacked), c00 ¼ c  b þ dMODEL (model or model control attacked), c000 ¼ c  b þ dMIMIC (mimic or mimic control attacked), all subject to the lower and upper limits of 0 and cmax, respectively. Let F ðx; c; tÞ be the maximum expected probability of the predator surviving from time t (the ‘‘current time’’) to time T (the ‘‘time horizon’’ over which F is maximized) given that its energy reserves and toxin content are x and c, respectively at the start of period t. F ðx; c; tÞ will clearly be dependent on the future survivorship from t þ 1 with any new states (x and c) following an optimal attack decision, weighted by the probabilities of encountering the particular prey types (or no prey at all). If we assume that prey items are always attacked in the unlikely event of equal survivorship from attacking or not attacking, then the dynamic programming equation reduces to: F ðx; c; tÞ ¼ lN F ðx0 ; c0 ; t þ 1Þ þ lA maxfF ðx0 ; c0 ; t þ 1Þ; F ðx00 ; c0 ; t þ 1Þg þ lMODMIM maxfF ðx0 ; c0 ; t þ 1Þ; qsMODEL F ðx00 ; c00 ; t þ 1Þ þ ð1  qÞsMIMIC F ðx00 ; c000 ; t þ 1Þg þ lMOC maxfF ðx0 ; c0 ; t þ 1Þ; sMODEL F ðx00 ; c00 ; t þ 1Þg þ lMIC maxfF ðx0 ; c0 ; t þ 1Þ; sMIMIC F ðx00 ; c000 ; t þ 1Þg

ð1Þ

To identify the behavioural rules that maximize the predator’s chance of survival under the above conditions, we adopted the standard ‘‘backward induction’’ approach, working from the end of time T (taken to be the predator’s life) to time 0. Typically the optimal decision rules in these sorts of system change markedly as the decision maker reaches the end of its time horizon (because there is less need to think about the long-term future). Therefore, we set T to be relatively high ð¼ 1000Þ so that we could (after confirmation) describe

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long-term stationary conditions (determined at t ¼ 0), which were independent of the exact values of T. Some foraging rules may be latent—for instance if non-toxic alternative prey are widely available then the predator may never be sufficiently hungry to attack toxic prey despite its readiness to do so if it found itself in that state. Therefore, to determine how these rules translate to actual predator behaviour we ran repeated simulations in which individual predators started with xmax and c ¼ 0 and encountered the different prey types stochastically over 1000 time steps (a process of forward iteration, Mangel and Clark, 1988). Each time a given prey type was encountered, the optimal decision rule was referred to, and the predator’s states were accordingly updated (depending on whether the prey item was attacked or not). In these iterations a proportion of predators effectively died before 1000 time units, despite their survivorship-maximizing strategies. However, repeated simulations showed that results are very similar, whether the arithmetic means or mean attack rates weighted by predator longevities are calculated. This overall process allowed us to estimate the mean probabilities that models, mimics, and their controls would be attacked on encounter. If one assumes that individuals of each of these different prey types are all equally likely to be encountered, then for any fixed set of conditions, the predicted per capita mortalities of each of these prey types will be directly proportional to their respective chances of being attacked on encounter. 2.2. Two toxins (independent effects) Here, we considered separate state variables for toxins 1 (derived from the model) and 2 (derived from the mimic) levels, namely c1 and c2 ; respectively. For simplicity, the rate of metabolism (b) and upper lethal dose cmax were considered the same for both toxins. Thus, a predator dies if its level of either toxins 1 or toxin 2 exceeds cmax. The relevant changes in toxin content following a predatory decision were c01 ¼ c1  b (if neither the model nor model control were attacked), c02 ¼ c2  b (if neither the mimic nor mimic control were attacked), c001 ¼ c1  b þ dMODEL (if the model or model control was attacked) and c002 ¼ c2  b þ dMIMIC (if the mimic or mimic control was attacked), subject to the lower and upper limits of 0 and cmax. The analogous three state (one for food levels and two for toxin levels) dynamic programming equation was therefore, F ðx; c1 ; c2 ; tÞ ¼ lN F ðx0 ; c01 ; c02 ; t þ 1Þ þ lA maxfF ðx0 ; c01 ; c02 ; t þ 1Þ; F ðx00 ; c01 ; c02 ; t þ 1Þg þ lMODMIM maxfF ðx0 ; c01 ; c02 ; t þ 1Þ; qsMODEL F ðx00 ; c001 ; c02 ; t þ 1Þ þ ð1  qÞsMIMIC F ðx00 ; c01 ; c002 ; t þ 1Þg

þ lMOC maxfF ðx0 ; c01 ; c02 ; t þ 1Þ; sMODEL F ðx00 ; c001 ; c02 t þ 1Þg þ lMIC maxfF ðx0 ; c01 ; c02 ; t þ 1Þ; sMIMIC F ðx00 ; c01 ; c002 ; t þ 1Þg:

ð2Þ

Once again, the long-term optimal decision on encountering a particular type of prey when the predator has particular energy and toxin levels were identified by employing backward induction. Similarly, the process of forward iteration was used to determine the likely effects of these rules in the context of the stochastic foraging process.

3. Results 3.1. A single form of toxin (additive effects) Fig. 1 shows a typical set of predictions of the dynamic programming equation (1). Alternative prey without toxins should always be attacked by a predator on encounter. Mimic controls containing some toxins should be attacked when the predator is low in energy and does not carry a dangerously high toxin content (combined conditions depicted by the red area), while the highly toxic model controls should only be attacked when the predator is extremely hungry and low in toxin burden. The toxin and energy levels under which the predator should attack a model/mimic phenotype were invariably intermediate between the conditions required for a mimic control and for a model control to be attacked. Increasing the abundance of alternative nontoxic prey consistently restricted the conditions under which a predator should be prepared to attack a model/ mimic phenotype. Similarly, reducing the toxicity of model and mimic made the predator more prepared to attack such prey when the predator had a high toxin burden (but sometimes slightly less prepared to attack such prey on the basis of hunger as it had a ‘‘safe’’ source of energy if it ever found itself desperately hungry). By definition, both strategies (attack and do not attack) yield similar payoffs at their interface, and given the discrete nature of the states, the exact pattern at the interface depends in relatively subtle ways on parameter values. Since the conditions under which a predator should attack a model/mimic phenotype invariably appear intermediate between those of the model and mimic controls, one might suspect that increasing the density of the weakly toxic mimic would increase the attack rates of the predator on the model/mimic phenotype. Yet increasing the density of mimics while concomitantly reducing the probability of not detecting any prey at all actually reduced the attack rates of predators on all prey types on encounter, including the model/mimics

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mimic control

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Fig. 1. Optimal decisions on encountering a model/mimic phenotype, a mimic control, a model control or alternative palatable prey, when the predator has a certain toxin level and energy level. Red areas denote conditions under which the prey type should be attacked on encounter while blue areas show where the prey type should be ignored. Equation parameters: lMODMIM ¼ 0:2; lMIC ¼ 0:1; lMOC ¼ 0:1; lA ¼ 0:4; lN ¼ 0:2; q ¼ 0:5; dMODEL ¼ 8; dMIMIC ¼ 2; sMODEL ¼ 0:99; sMIMIC ¼ 0:99; a ¼ 1; b ¼ 1; a ¼ 2; xmax ¼ 20; cmax ¼ 20:

(Fig. 2a). At high mimic density there is simply more prey available to sustain the predator if it ever found itself critically low in energy, allowing the predator to be even more conservative in its diet. A parallel result was observed when the probability of encountering the alternative non-toxic prey type (lA) was increased while reducing the probability of not encountering any prey at all (Fig. 2b). Indeed, when the alternative non-toxic prey species was extremely common then all defended prey tended to be avoided, whatever their toxin content. There is nevertheless an important sense in which a weakly defended mimic is indeed a parasite. In all cases the readily recognizable model controls were attacked less frequently on encounter than the model/mimic phenotype. Therefore, it is clear that a highly noxious model would often experience greater protection from predators if it had a unique and recognizable appearance compared to a case in which it were confused with weakly unpalatable prey (which are occasionally eaten by hungry predators). Conversely, a weakly defended

prey item which resembled a highly defended prey would likely experience greater protection from predators compared to its readily recognized conspecifics (mimic controls). This phenomenon is perhaps most transparent when we fix the probabilities of encountering both weakly and highly defended prey (a ‘‘closed’’ system with no net change in density), and examine the implications of gradually converting the weakly defended, well-recognized controls into mimics (Fig. 2c). Under these conditions, the attack rates on encounter with the model/mimic complex (consisting of 100% well-defended models when there are no mimics) invariably increased as the mimic burden increased. Interestingly, this increase in mimicry also led to an increase in the predation rate on the remaining mimic controls and a decrease in the predation rate on the wellrecognized model controls, suggesting that the presence and extent of mimicry may also have implications for predation on alternative prey types. Only when alternative non-toxic prey were exceedingly common did the

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effects of increasing the mimetic burden become neutral (in which case all defended prey were consistently avoided, see above). Other parameters in Eq. (1) were also modified, with predictable effects. For instance, our survivorship values of 0.99 might appear too high (or even too low), but extensive explorations with different values of s produced analogous results whether s values are very high ð¼ 1Þ or very low ð¼ 0:5Þ: In addition, increasing the nutrient content of prey items (a) had a similar effect to increasing the available food in the system and predators became more conservative in their diets.

.25

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Fig. 3 shows some typical predictions of dynamic programming equation (2), which involves two independent toxins. Here, the critical energy level at or below which a predator should be prepared to attack a given prey type is highly dependent on the level and type of toxins in the predator’s body—if it has a low levels of a particular toxin then it should be more prepared to attack prey that contain these specific toxins. Mimic controls should be more readily attacked than model controls, while the circumstances under which a predator should attack a model/mimic phenotype appeared intermediate between these two extremes. Once again, analysis confirms that the conditions under which a predator should be prepared to attack defended prey become much more restricted as the density of alternative non-toxic prey increases, and as the toxin dose of the defended prey items increases. Attack rates on model–mimic complexes were often higher than attack rates on model controls, indicating that a parasitic relationship could occur even when the two mimetic species differed in their toxins (Fig. 4a). Yet there was also a broad range of conditions under which a more toxic model would do better by sharing phenotype with a less unpalatable mimic compared to having a distinct phenotype (Fig. 4b). Detailed surveys of parameter space showed that a mutual benefit to mimicry in the case of two species having rather different toxins more typically occurs when both model and mimic are highly toxic and there is little difference in their toxicity.

Proportion of weakly defended prey that are mimetic

Fig. 2. Arithmetic mean probability (with 95% confidence limits) of attacking the palatable prey type, the mimic control, the model/mimic phenotype and the model control on encounter: estimated from 100 forward iteration replicates for 1000 time steps using the appropriate dynamically optimal foraging rules (Eq. (1)). The probability of encountering a model within the model/mimic complex was held at 0.1. Other model parameters were as Fig. 1 except: (a) lMIC ¼ 0:05; lMOC ¼ 0:05; lA ¼ 0:3; lMODMIM was increased from 0.15 to 0.5 while concomitantly reducing q from 0.6667 to 0.2 and reducing lN from 0.45 to 0.1; (b) lA was simply increased from 0.1 to 0.6 while lN was reduced from 0.5 to 0.0; (c) lA ¼ 0:3; lN ¼ 0:3; lMODMIM was increased from 0.1 to 0.25 while q was concomitantly reduced from 1 to 0.4 and lMIC reduced from 0.2 to 0.05.

4. Discussion The role of hunger in the evolution of mimicry and other forms of prey defense has long been recognized as important. Poulton (1890) was amongst the first to comment on the relationship between predator state and the adaptive significance of prey defences, noting that predators are more prepared to attack distasteful prey when they are hungry, and observing that conspicuous

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Fig. 3. Predicted critical energy levels of the predator below which it should attack a given prey type on encounter, when the predator already contains a certain level of two separate toxins (toxin 1 derives from the model, toxin 2 from the mimic). Equation parameters were the same as Fig. 1 except dMODEL ¼ 5; dMIMIC ¼ 2; cmax ¼ 10:

defended species such as ladybirds typically hide during seasons when predators are hard pressed to find food. Similarly, Srygley and Kingsolver (1998) showed that when demand for resources increased at the height of red-winged blackbirds’ breeding season, then more individuals from three moderately distasteful species of butterfly that were tethered on platforms, were taken by adults. Despite a general awareness of the importance of hunger in influencing mimetic relationships, very few mathematical models have been proposed to deal with the phenomenon. Important contributions of Holling (1965) and Dill (1975) both included hunger effects in the context of their simulations of the evolution of mimicry, but these formulations were not based on optimization or risk-taking criteria. Here we have proposed the use of stochastic dynamic programming, now widely employed in behavioural and evolutionary ecology (Mangel and Clark, 1988; Clark and Mangel, 2000) as a transparent and fruitful method of exploring the ‘‘palatability spectrum’’ (Turner, 1984) from an optimization perspective, and exploring the implications of this optimal behaviour for the evolution of mimicry.

Muller’s . hypothesis explicitly centres on sharing the costs of predator learning, and it is important to reiterate that our two related foraging models did not consider any aspect of learning. Equally, Muller’s . model ignores a phenomenon that our model considers explicitly: the possibility of selection on unpalatable prey after learning is complete. While our model confirms qualitative predictions that the weakly toxic prey species would either have a parasitic (when alternative non-toxic prey are rare) or neutral effect (when alternative non-toxic prey are common) on the attack rates on more toxic prey species, it does not operate through the psychological factors traditionally believed to influence the evolution of mimicry between unpalatable species. In fact, it is easy to combine an initial stage of learning (for instance, following Muller’s . (1879) original algorithm) with subsequent state-dependent optimal foraging (Sherratt, Ruxton, and Speed, unpublished). As might be anticipated, when learning is the primary source of mortality in distasteful prey then there is mutually beneficial (but unidirectional, see Mallet, 2001) selection on the more weakly (or less

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Fig. 4. Arithmetic mean probabilities of attacking the 3 types of prey on encounter, with 95% confidence limits, as calculated over 100 forward iterations for 1000 time steps with predators foraging according to the appropriate dynamically optimal rules (Eq. (2)). Parameter values as in Fig. 1 except lA ¼ 0:3; lN ¼ 0:3; cmax ¼ 10: (a) dMODEL ¼ 8 and dMIMIC ¼ 2; ; (b) dMODEL ¼ 8 and dMIMIC ¼ 6:

numerous) unpalatable species to resemble the more unpalatable (or more numerous) species. By contrast, when the primary source of mortality in unpalatable prey items is mediated by hunger rather than learning, then there is selection on the more weakly defended species to resemble the better defended species, but this does not favour the better defended species. Muller’s . mechanism of shared predator learning may admirably explain why any given species of defended species might spread faster from rarity by resembling an established defended species. We also acknowledge that Muller’s . theory currently better explains the relative paucity of polymorphism in distasteful co-mimics compared to Batesian mimics (Joron and Mallet, 1998), that it is more consistent with the limited observations of anti-apostatic selection among equally distasteful species (e.g. Greenwood et al., 1989; Speed et al., 2000; Lindstrom et al., 2001), and that it better

explains why some highly toxic species might evolve to resemble a less toxic model (e.g. Symula et al., 2001). However, our analysis makes it plain that one does not always need to invoke Muller’s . education theory to explain why two or more generally unpalatable species have evolved a similar appearance. Indeed, once selection for a common form of advertising has come into play, then state-dependent foraging behaviour may play an important role in further refining these similarities. Thus, as Srygley and Kingsolver (1998) noted, episodes of low food availability as well as the continued influx of inexperienced predators, will both act to ensure that there is continued selection on mimics and models to closely resemble one another. De Ruiter (1959) made a similar point, proposing that there was a much closer resemblance among species believed to be distasteful (e.g. Danaine and Ithomiine butterflies) than he would expect from selection to simply have a common form of advertisement. However, it is important to be cautious:- close Mullerian . mimics such as Heliconius erato and Heliconius melpomene use the same pattern elements, and in some cases the same genes, to achieve a nearly identical appearance (Nijhout, 1991). It is worth noting that the only experiment so far conducted with prey types which varied in their distastefulness (artificial pastry baits), found that increasing the density of mildly inedible mimics (at the expense of mildly inedible controls) tended to increase the attack rates on the more inedible type which they resembled (Speed et al., 2000). These results clearly match the predictions of our state-dependent model in which predators would be expected to more readily attack models/mimics, the more a weakly unpalatable mimic contributes to this complex (Fig. 2c). Of course, one could argue the state-dependent mechanisms of generating similarity among distasteful prey, while broadly correct in theory, and observed in experiments with artificial prey, never operate in practice because: (a) all natural distasteful prey are so highly noxious that once learning is complete they are never attacked by predators and/or that (b) alternative palatable prey are always so abundant that predators are never hungry enough to need to eat these prey. Indeed, our mathematical models allow for both possibilities: if prey are highly toxic and/or there is an abundance of alternative palatable food (Fig. 2b) then there may be no need to utilize unpalatable prey as ‘‘an emergency food supply’’ (Brower et al., 1968). Nevertheless, we suspect that, at least in some natural ecosystems, predators will occasionally ‘‘knowingly’’ eat distasteful prey species, not least because of a plethora of evidence which suggests that predators are more prepared to attack familiar distasteful prey species when they are hungry, which they would otherwise tend to avoid (Poulton, 1890; Marshall, 1902; Swynnerton, 1915; Sexton et al., 1966; Gelperin, 1968; Williamson, 1980;

ARTICLE IN PRESS T.N. Sherratt et al. / Journal of Theoretical Biology 228 (2004) 217–226

Chai, 1986; Hileman et al., 1995; Srygley and Kingsolver, 1998; Gillette et al., 2000). How frequently such events occur in a natural setting is a much more difficult question to address. Major wing damage typical of that caused by birds has been frequently recorded in distasteful Heliconius butterflies (see Benson, 1972; Mallet and Barton, 1989). This phenomenon is not readily understood as a consequence of attacks by naive predators, since local learning appears to involve the consumption of relatively few individuals (Kapan, 2001). Of course such wing damage may have arisen as a consequence of continued influx of na.ıve predators, or birds seeking out true Batesian mimics. While providing formal support for earlier qualitative arguments, and highlighting a powerful method for dealing with the evolutionary implications of state dependence, our model also showed that the trade-off between avoiding starvation and poisoning may have other unanticipated effects. In particular, increasing the density of the mimic in the system while reducing the probability of encountering nothing (an ‘‘open’’ system) actually decreases the attack rate on all prey types because more food is being added to the system. Our second dynamic programming equation also shows that even when the models and mimics contain two distinct toxins, then mimics which contain fewer toxins may still act as parasites—after all, one is still more ‘‘edible’’ than the other. Yet interestingly, when models and mimics both contain high doses of rather different toxins, then such species may have an entirely mutualistic relationship. In contrast to classical Mullerian . mimicry however, this particular form of mutualism is based on deceiving a predator rather than educating it. In essence, a predator does not know what sort of toxin it will receive from consuming a model/mimic but it can be sure that it will be one of them and cannot afford to take a risk if its body burden of one of the toxins is high. The end result is that the predator is on average more cautious when dealing with a model/mimic than when dealing separately with any of the well-recognized defended controls. Of course like all models, there are several refinements that could make the current model more realistic. One might argue that the energy and toxin content of prey species are not independent. For instance, it is possible that a well-fed predator may be able to invest more in detoxification (b is a positive function of x), or a predator with a high toxin burden has a higher rate of utilization of energy (a is a positive function of c). While we anticipate that the findings of these more complex models will be qualitatively similar, we hope that the general approach of stochastic dynamic programming will prove to be a useful method in exploring the implications for state-dependent predatory behaviour for the evolution of both Batesian and Mullerian mimicry.

225

Acknowledgements We thank Prof. Jim Mallet for his critical appraisal of an earlier draft of this manuscript, and Prof. J.R.G. Turner for a very helpful review.

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Natural selection on unpalatable species imposed by ...

Received 3 September 2003; received in revised form 15 December 2003; accepted 24 December 2003. Abstract. M.ullerian ... +613-520-2600 В 1748; fax: +613-. 520-2569. ...... free-flying butterflies in a tropical rainforest. Biol. J. Linn. Soc.

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