Ants are evolutionarily weird and are quickly rising in my favorite organisms list. The same evolutionary principles apply to ants as they apply to us, of course, but because ants are haplodiploid, live in large colonies, and have a caste system, biologists have to apply the same principles differently – it isn’t exactly intuitive. Ants (and other insects such as bees and termites) are frequently the subjects of hot debate when it comes to kin selection, but their role in evolutionary disputes is over a century old. Charles Darwin discussed them in The Origin of Species, but they were later the center of the controversy between Herbert Spencer and August Weismann.
As discussed in my last post, Herbert Spencer was a Lamarckian who believed in “inheritance of acquired characteristics” and thought natural selection was “inadequate” for explaining how organisms have evolved. August Weismann contested this; he was known as an “ultra-Darwinian” who believed natural selection explained all biological traits and thought Lamarckism was dead wrong. He believed this because of his idea, called the “Weismann barrier,” which postulated an organism’s hereditary material is contained exclusively in reproductive cells (sperm and eggs) called the germ line. With the barrier, there would be no way for the environment or acquired traits developed in the soma (any cell not sperm/egg) to directly influence the germ line because they were totally isolated from each other. Because their respective biological theories were being questioned in their entirety by the opponent and because neither theory was completely accepted by the scientific community at the time, the stakes were high. Were acquired characteristics actually inherited? Could natural selection explain all traits? What was the role of the environment in modifying traits? Was the Weismann barrier even real?
The “Controversy” began with Spencer’s “The Inadequacy of Natural Selection” and “Prof. Weismann’s Theories” in 1893, followed by Weismann’s response, “The All-Sufficiency of Natural Selection.” Spencer then published “A Rejoineder to Prof. Weismann” and a brief follow-up called “Weismannism Once More.”
The ants were not initially discussed by Spencer, but brought up by Weismann as an example of where he thought Lamarckism faltered, specifically in the evolution and maintenance of their famous caste system. In the caste system, individuals are divided into classes within the colony: typical castes are the queen along with various workers such as soldiers and caretakers (of the larvae). A special quality of the worker class is that they do not reproduce – only the queen and the males do. Weismann exploited this feature to attack Lamarckism for all it was worth.
Weismann observed that worker ants have reduced reproductive organs, eyes, and wings (“retrogressive”). Because they don’t need them, these reductions may have occurred because of inherited disuse (a Lamarckian argument). As Weismann points out, the argument has one problem: the workers don’t reproduce! They can’t directly transmit their reduced organs (315-316)! Such morphological (and also instinctual) changes occurred after the evolution of the castes themselves, he argues, and thus cannot explain the caste system (328-331).
Weismann also makes a point regarding reduced wings: even if workers reproduced, wings can’t degenerate through disuse because wings are perfectly formed before use and deteriorate because of use. Additionally, eyes in the workers can’t have degenerated through disuse because workers still use their eyes! Instead, Weismann argues, the atrophy of worker ant eyes favors his theory of panmixia: highly developed eyes are superfluous for the worker ants and are not maintained by selection (317).  
In “The Inadequacy of Natural Selection,” Spencer argued that selection could not produce complex morphological changes because such complexity would require all of the involved traits to vary to similar degrees and in parallel directions. For example, evolving the ability to jump would require many concurrent variations in the skeletal, muscular, and nervous/instinctual systems. In Paleyesque fashion, Spencer lists over two pages of required variations, arguing that the probability of having dozens of traits vary in the right degrees and in the right directions is extremely low. Natural selection wouldn’t even be able to act on the ability to jump. Instead, “using” one’s jump ability strengthens the muscles together – no variation in the isolated germ plasm is necessary – and these acquired changes are what gets passed on to the offspring. (I don’t know how skeletal changes would work though…)
Weismann adopts the list-as-many-connected-traits-as-possible argumentation style for the ants, but to argue against Lamarckism. In addition to degenerated organs, worker ants have specialty traits not found in the sexual castes such as thorns and larger heads and jaws (“progressive”). “Many parts must have varied simultaneously and in harmony with one another.” He piles on, in Paleyesque fashion, all of the variations required to produce such morphological changes. But Lamarckism can’t handle all of these necessary variations; because workers are sterile, the acquired characters are not passed on to the offspring! Lamarckism can’t work here.
Instead of using “inheritance of acquired characters” to explain the castes, Weismann believes his germ plasm theory is sufficient, arguing that castes are differentiated by multiple “determinants” (similar to what we would call chromosomes, I presume) within the germ plasm (325-326). Selection then acts on the workers through selection on the queen who carries inactivated worker determinants (i.e., kin selection). Weismann seems prescient, eh?
He admits proving this hypothesis to be true is nearly impossible because the sheer number of ants in a single colony and the nearly infinite amount of minute variations involved would be impossible to study closely. However, according to Weismann, because Lamarckism is inadequate for explaining ant castes, “that it is necessary for us to accept the principle of natural selection. It alone can explain the adaptations of organisms without assuming the help of a principle of design” (319). We know Lamarckism and design are false, so selection, the only alternative, must be the solution to the ant caste system.
Not surprisingly, Spencer doesn’t think Weismann has refuted Lamarckism at all. Instead, Spencer offers his own evidence that selection is inadequate in explaining the ant caste system. He begins his argument with observations of wasps and extrapolating those to ants.
Spencer argues that social insect castes can be explained without selection.  He first invokes Haeckel’s concept of heterochrony – social insect development does not recapitulate phylogeny (Haeckel’s biogenetic law ), but has instead been reordered to reflect behavioral development. According to Spencer, just as girls play with dolls (maternal instinct) before having children (sexual instinct), queen-wasps progress from “building cells and feeding larvae” (maternal) to exclusively laying eggs (sexual). He argues that worker-wasps are undeveloped queen-wasps – their development was arrested before the sexual stage could arrive. (655). “Thus interpreting the facts, we have no occasion to assume any constitutional difference between the eggs of worker-wasps and the eggs of queens” and that “the larva of a worker-wasp can be changed into the larva of a queen-wasp by special feeding” (656). Additionally, he notes that malnutritioned eggs produce males. Feeding/nutrition – an environmental inductor – controls the caste system in waps, according to Spencer, and not information emanating from Weismann’s germ plasm.
Although Spencer has been examining the wasps, he assumes ants develop similarly, applying the “arrested development” (658) argument to the rest of Weismann’s objections. For example, Weismann said that the worker caste has less developed eyes than the queen ants, but because the workers don’t reproduce, the Lamarckian argument of disuse can’t apply to them. Spencer replies that yes, disuse cannot apply here, but because eyes are among the latest organs to develop (larvae are blind), “arrested development” by lack of feeding leaves worker ants with underdeveloped eyes – they were prevented from fully forming (658)! Spencer says “arrested development” takes care of Weismann’s wing argument as well. Furthermore, many species show intermediate classes which under Weismann’s scheme would imply more and more determinants, but with Spencer’s “arrested development,” they are no surprise (659). 
He again applies the “arrested development” argument to explain away Weismann’s Amazon ant objection, that larger heads and jaws of the soldier class evolved after the caste system evolved and because they can’t reproduce, those features are not explained by Lamarckism. Spencer simply counters the objection by claiming the Amazon ants are most likely descended from ants that resemble the soldier-caste. He seems to believe that all ants with caste systems derive from an ancestral warrior species as he provides us with some intriguing ant/human sociology:
[The ancestors] must have had marked powers of offence and defence. Of predacious creatures, it is the more powerful which form societies, not the weaker. Instance human races. Nations originate from the relatively warlike tribes, not from the relatively peaceful tribes. Among the several types of individuals forming the existing ant community, to which, then, did the ancestral ants bear the greatest resemblance? They could not have been like the queens, for these, now devoted to egg-laying, are unfitted for conquest. They could not have been like the inferior class of workers, for these, too, are inadequately armed and lack strength. Hence they must have been most like these Amazon-ants or soldier-ants, which now make predatory excursions – which now do, in fact, what their remote ancestors did (663).
Thus Spencer bypasses Weismann’s objection that the soldier caste can’t transmit their acquired characteristics: they didn’t need to do so because they inherited them! “It is not that the soldier-ants have gained these traits,” he argues, but “the other castes have lost them” as “early arrest of development causes absence of [soldier traits] in the inferior workers; and from the queens they have slowly disappeared by inheritance of the effects of disuse” (663).
Spencer provides us with a Lamarckian framework for caste evolution. Not only does he claim that classical Lamarckian use/disuse inheritance is involved, but he also adds direct stimulation by the environment to explain how castes can form. (I think the latter is an underappreciated aspect of Lamarckism that I only just read about in Peter Bowler’s The Eclipse of Darwinism, but Spencer appears to find it an incredibly important aspect.) Weismann, on the other hand, also provides us with a useful framework in which to understand how the germ plasm theory and Lamarckian theory were distinct and at the time, completely opposed. We are left with no clear answer, however. As the paleontologist Henry Fairfield Osborn wrote about the controversy:
In fact, the reason these papers, interesting and able as they are, leave no final verdict in the mind is that neither meets the tests of scientific truth. When we look beneath the surface and recover from the first blinding effects of the brilliant style which characterizes both attack and reply, we see that both set forth mainly the modes in which nature may be supposed to act, rather than the mode in which nature does act. Nature, if anything, is illogical in many of her forms (313).
This discussion, at least in its theoretical phase, has reached its climax in this controversy (315).
In the end, and as with most false dichotomies, the answer to caste differentiation lies somewhere in the middle between Spencer and Weismann. Weismann’s barrier concept turned out to be correct, at least in many animals (to the exclusion of the rest of life… over 99% of it) – the germ cells are isolated from the somatic cells – but the barrier doesn’t rule out Spencer’s environmental influence on development either.
Caste differentiation is still a topic of debate over a century later. A study from just this past April found the protein responsible for queen development in bees that is found in “royal jelly.” When this “royal jelly” containing the protein is given to bee larvae, a queen bee results. Fascinatingly, when this protein is fed to flies – which have no castes – “queen flies” with large body sizes and ovaries come about. However, a neat 2008 review by Anderson et al. (PDF) points out that historically, environmental factors (as argued by Spencer) were shown to be the dominant form of caste determination (and involved more than just feeding, but season, temperature, and others) but that, at least in some ant species, genetic factors (Weismannian) have recently been shown to play a large role as well. Of course, genetics and environment do not act independently, but concurrently, and also act upon each other. Both Weismann and Spencer were right; they just didn’t know it!
 Panmixia is different from the economical hypothesis that traits may be lost because of the excess energy it costs to develop and maintain them. Instead, panmixia holds that selection has been removed allowing the trait to be reduced due to lack of maintenance.
 Weismann says Spencer accepts the giraffe’s neck as a result of selection because “the process appears easy to imagine” (320). A topic for future investigation.
 Weismann also applies panmixia to caste-specific behaviors (333).
 Here is an example of where I have trouble understanding why Spencer believes selection has no role to play in ant castes. Why couldn’t selection have produced the environmentally induced development? Is this an error/oversight on Spencer’s part, or me not properly understanding the debate (especially without the knowledge scientists have developed since)?
 So far, Spencer seems to not be applying Haeckel’s biogenetic law – ontogeny recapitulates phylogeny – but alludes to it when discussing ant wings: “Wings are late organs insect phylogeny, and therefore will be among those most likely to abort where development is prematurely arrested” (658).
Osborn, Henry Fairfield. “The Discussion Between Spencer and Weismann.”Psychological Review 1 (1894): 312-315.
Spencer, Herbert. “Appendix B. The Inadequacy of Natural Selection, Etc., Etc.” The Principles of Biology. Revised and Enlarged Edition. Vol. 1. New York: D. Appleton and, 1898. 602-91.
Weismann, August. “The All-Sufficiency of Natural Selection.” Contemporary Review 64 (1893): 309-338.
Anderson, Kirk E., Timothy A. Linksvayer & Chris R. Smith. “The causes and consequences of genetic caste determination in ants (Hymeonoptera: Formicidae)” (PDF). Myrmecological News 11 (2008): 119-132.
Kamakura, Masaki. “Royalactin induces queen differentiation in honeybees.” Nature 473 (2011): 478–483. doi:10.1038/nature10093