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Proceedings of the Royal Society B: Biological Sciences logoLink to Proceedings of the Royal Society B: Biological Sciences
. 2011 Dec 14;279(1730):833–840. doi: 10.1098/rspb.2011.2256

It’s all in your head: the role of quantity estimation in sperm competition

Eran M Shifferman 1,*
PMCID: PMC3259941  PMID: 22171084

Abstract

The study of animal cognition has provided valuable data throughout the years, yet its reliance on laboratory work leaves some open questions. The main question is whether animals employ cognition in daily decision-making. The following discussion uses sperm competition (SC) as a test case for demonstrating the effect of cognition on routine choices, in this case, sexual selection. Cognition is manifested here by males' ability to represent the number of rivals competing with them. I claim that response to SC is driven by quantity estimation and the ability to assess competition magnitude cognitively. Hence, cognition can determine males' response to SC, and consequentially it can be selected within this context. This supports the argument that cognition constitutes an integral part of an individual's toolbox in solving real-life problems, and shows that physical and behavioural phenomena can expose cognition to selection and facilitate its evolution.

Keywords: animal cognition, sperm competition, quantity estimation, evolution, sexual selection, cognition

1. What is quantity estimation?

Quantity estimation (QE) encompasses the range of perceptual and cognitive aptitudes allowing individuals to respond to the quantity aspect of stimuli in various degrees of accuracy [1]. A fundamental distinction is made between quantity and amount: amount describes the physical attributes of stimuli (density, surface area, etc.) and provides information on the magnitude of such continuous indices. In contrast, quantity exclusively refers to the discrete dimension of exact number, and allows increments in integer units only [2]. For example, in foraging, amount reports on the magnitude of physical food features, while quantity conveys information on the number of individual food items. I suggest that the transition from processing amount to processing quantity entails a transition from the automatic and non-cognitive to the progressively more cognitively complex [3]. This is demonstrated by QE's role in sperm competition (SC).

2. What is sperm competition?

SC is the struggle between sperm of different males for the fertilization of a given set of ova [4]. SC affects the evolution of many taxa and induces a variety of adaptations at behavioural, morphological and physiological levels [57]. Parker and co-workers [811] modelled the resource allocation a male is expected to invest in sperm production when faced with different number of rivals. These models make three predictions: the first states that males should invest minimally in the absence of competition. Secondly, investment should be maximal in the presence of a single competitor. This situation is known as SC risk (SCR), and it is a dichotomy between absence and presence of rivals, thus not requiring QE. Finally, sperm expenditure is expected to progressively decline as the mean number of rivals exceeds one. This is SC intensity (SCI), and here a subtle distinction of quantity is required in order to qualify for the progressive decline condition. These predictions rely on two debatable assumptions: the first is that individuals can assess the magnitude of their competition, be it accurately or vaguely (what I call the ‘estimation conjecture’). The second assumption posits that there exists, in every species, a given knowledge of an average number of competing males (what I call the ‘innate mean conjecture’).

SC models address population-level SC and, consequently, do not consider how individuals perceive, process and act upon the number of rivals. However, it is clear that by alluding to assessment, these models should focus on individuals. Population analyses are limited in explicating the role cognition might play in behaviour, since they average out individual differences in performance. As a result, SC models neglect the questions of the mechanisms of assessment, who performs the assessment, or what is assessed. This is a substantial lacuna, since without the ability to estimate competition size, an organism cannot be said to truly respond to SCI [12]. The following discussion bridges this gap by showing that individuals can gauge the magnitude (intensity) of a competition, by using a range of perceptual and cognitive aptitudes, and that this assessment process determines their response to SC.

3. Linking quantity estimation and sperm competition

Males' ability to estimate competition magnitude determines ejaculate size and composition. Sperm does interesting things post copula, yet those chemical actions are out of cognition's reach. Estimation is not performed by sperm, and once sperm is delivered, cognition takes a back seat. Thus, the time window under investigation here includes only the events leading up to ejaculation. Cognitively speaking, assuming a priori that males can estimate quantity in SC contexts is non-trivial. Schleicherova et al. [13] report that the worm Ophryotrocha diadema modifies its sex allocation through a finely tuned, concentration-based threshold. Here, response to SC is wholly dependent upon amount and requires no cognitive processing. Bonilla et al. [14], report that sperm allocation in the pseudoscorpion Cordylochernes scorpioides decreased almost monotonically as the number of different male olfactory cues increased from 0 to 3. Thomas & Simmons [15] observed that sperm viability decreased in males of the cricket Teleogryllus oceanicus as the number of different male scents on a virgin female partner increased. Evidently, different species rely on different cues to assess SC; those cues are perceived at varying levels of accuracy and sophistication; and assessment determines if and how males modify their behaviour and/or sperm traits (table 1).

Table 1.

Experimental design for species tested for SC intensity. Species: H, hermaphrodite. Competition size: 1v0-2 means a focal male was presented with 0, 1 or 2 other males. 1v1/5 means it was one or five males; m, males; f, females; s, small; l, large. Traits: CD, copula duration; VST, various sperm traits; SE, sperm expenditure. Model: support/refute SCI model predictions. Population-level analyses are not included.

species competition trait inspected model ref.
Schistocephalus solidus (H) 1v1/3 sperm storage volume support [16]
Macrostomum lignano (H) 1v1/2/3/7 sex allocation support [17,18]
Ophryotrocha diadema (H) 1v1/11 sex allocation support [19]
Helobdella papillomata (H) 1v0/1/3/7 testisac volume support [20]
Ophryotrocha diadema (H) 1v2/6/12 sex allocation refute [13,21]
yellow dung fly 1v1/3 testis size support [22]
fruit fly 1v0/1/3 CD support [23]
1v1/2/4 seminal fluid composition support [24]
golden egg bug 1v1/2 CD, SE support [25]
rice weevil 1v1/5/10 courtship duration, CD support [26]
monarch butterfly 1v3, 1s:1l VST refute [27]
tropical house cricket 1v0/1/6 SE refute [28]
spring field cricket 1v0/1/6 SE support [28]
Southwestern field cricket 1v0/1/6 SE refute [28]
Australian field cricket 1v0/1/5 SE support [29]
1v0,1,5,10,15 VST refute [15]
house cricket 1v0/1/7 SE refute [30]
tropical house cricket 1v0/1/7 SE refute [30]
Cordylochernes scorpioides 1v0-3 SE refute [14]
mealworm beetle 1m:2f/3/4f, 2mv4f time near scent origin refute [31]
peppermint shrimp (H) 1v1/2/5/10 sex allocation refute [32]
sailfin mollies 1m:3f, 3m:1f SE refute [33]
guppy 1v0/1/2/4 VST refute [34]
European bitterling 1v0/1/3/5 ejaculation rate support [35]
not specified SE support [36]
grass goby 1v0/1/2/4 ejaculate size support [37]
1v0/1/4 territoriality, aggression & SE refute [38]
black goby 1v0/1/2/4 ejaculate size support [37]
1v0/1/4 territoriality, aggression & SE support [38]
rainbow darter 1v0/1/4 ejaculate size refute [39]
freshwater crayfish 1v0/1/3/ ejaculate size refute [40]
red-spotted newt 1v0/1/3/7 courting display support [41]
small-mouthed salamander 1v0/1/2 courtship duration, spermatophore number support [42]
Australian quacking frog 1v0/1/2/4 fertilization success support [43]
1v0/1/2 ejaculate & testis size refute [12]
meadow vole 1v5 SE support [44]
bank vole 1v1/4 VST support [45]

4. The estimation conjecture

SC models provide a framework for examining cognition's role in SC. These models consider two scenarios: in the first, sperm allocation is shaped by the mean level of SC, and males can assess only whether the number of competitors is smaller or greater than such an average [13]. In QE nomenclature, this is called relative quantity judgement. Many species possess basic QE aptitudes, where amount and quantity are significantly confounded (for a review see [46]). In SC, relative quantity judgement is manifested, for example, by males measuring females' reproductive tract content [47,48]. In the second SC scenario, males have precise information concerning the number of competitors (akin to [15]). In QE terminology, this is counting.

To tackle the estimation conjecture, I examine the role quantity plays in males' assessment of SCR/I, and begin by looking at the issue of quantity versus amount. While SCR has substantial experimental support, SCI garners only a fragmented one [4951] (see also table 1). As an explanation, I suggest that whereas SCR relies on a binary distinction between absence and presence (in which both amount and quantity provide cues of equivalent reliability), SCI demands a representation of the actual number of rivals, entailing the cognitive function of counting. Since counting is more complex, it is expected to be less phylogenetically frequent.

To substantiate the argument for QE, I investigate what is the element assessed by males: if stimuli are continuous (e.g. spermatheca content) and evaluation is concentration-based [27,52], amount is the dominant cue. If stimuli are males themselves, then the cue becomes quantity, and it can be said (given appropriate experimental controls) that males effectively count their rivals.

Next, I use Gelman & Gallistel's counting principles [53], in which ordinality and cardinality are prerequisite to counting. Ordinality is the representation of order within a stimulus array [54]. In QE, ordinality means that tagging of stimuli is continuous and sequential. Cardinality dictates that the last tag assigned represents the sum of all items in an array. To exhibit ordinality in SC, males need to distinguish rivals tallied from rivals to be tallied. Such ability is plausible given several lines of evidence. First, many species can correctly establish mating status [55] or mating order [6] using various mechanisms. Second, males are aware of not simply the presence of observers, but also of their composition ([56] and references therein). Cumulatively, it is safe to presume that males of several species can actively distinguish between individuals, tag them and represent them ordinally. Third, with respect to cardinality, it is observed that, in nature, males are often encountered sequentially [57]. Next, selected reports explain how males can benefit from relegating the execution of sexual behaviour to a later stage: Grant et al. [58] introduced male Japanese medaka to simultaneous and sequential presentations, and concluded that sexual behaviour indices were more prominent following sequential presentation. Reinhardt [59] reports that the summative number of male–male encounters reliably predicts variation in ejaculate size in the grasshopper Chorthippus parallelus. Thus, it is plausible to identify cardinality aptitude employed in SC context. Together, these lines of evidence provide a tentative, albeit indirect, backing to an ability to track and manipulate quantity over time in a manner qualifying to the principles of counting.

Overall, there is experimental support for the existence of a continuum of various fashions of gauging competition magnitude, ranging from crude perceptual sensing of chemical concentration through more elaborate processing of amount cues, and culminating in cognitive processing of quantity and counting. These aptitudes are employed contextually in some individuals and species to respond to SCI.

5. The innate mean conjecture

SC models assume the existence of a given knowledge of an average number of competing males. Clearly, if males use innate means, they need not estimate the number of their rivals, and automatic response to perceptual amount cues (such as concentration thresholds) suffice. Indeed, some species rely upon an a priori value, embedded either prenatally or during a critical period in development [60,61]. This option may apply to males who lack plasticity in accommodating for changes in competition size [23,62]. Nonetheless, innate means cannot be assumed to be global, since the composition and magnitude of competition may vary substantially [12]. Additionally, data show that local responses can rely on the phenotypic plasticity of sperm traits [6365].

If averages are not used, males need to form their estimation during some point in time, be it prior to or during copula, thus allowing temporal cognition to enter the equation. The role of interval timing in QE has been thoroughly substantiated [2,66,67]. Therefore, identifying interval timing's involvement in SC supports the argument for QE's role in SC. I focus on estimations prior to copula [24,68], since estimations during copula rely predominantly on probing spermatheca content, which is amount estimation. There are two alternatives to the innate mean conjecture concerning timing's role in SC: the first is estimation according to ad hoc, local conditions [69], and the second is decision reached locally via a comparison to a hardcoded value [70,71]. Interval timing is important in both cases, as shown, for example, by the observation that mating duration prolongs as males' exposure to rivals prior to copula progressively extends [72]. Further cementing the role of interval timing in connecting QE and SC is the observation that phenotypic plasticity of various sperm traits is triggered only by a specific stimulus and a threshold exposure time to it [73,74], even at adulthood [75,76].

As an interim conclusion, the QE analysis of SC supports the idea that males can estimate the magnitude of their competition. At the very least, SC assessments require males to perform relative quantity judgements, where males can distinguish between more or less rivals. Occasionally, assessment might entail a more sophisticated QE aptitude, where males need to perform a continuous real-time monitoring of the number of individuals they encounter. Such aptitude involves exact representation, it is sequential (and thus requires handling interval timing), and it meets the requirements of the basic principles of counting [53]. Such an aptitude has yet to be addressed in the QE literature. Thus, current QE models fail to describe fully the impact quantity has on males' assessment of SCI.

As table 1 indicates, this analysis goes beyond Parker et al.'s models: some species' response to SC, while not obeying Parker's predictions, still supports the argument that assessment is crucial for apprehension of competition size. Hence, the assertion that cognitive processes at the individual level tailor behavioural and physiological response to SCR is extended to data that contradicts SC models. Furthermore, the modelling of other phenomena also presupposes males' ability to gauge competition magnitude: mosquito fish males' mate choice [77] and giant danio's and zebra fish's resource defence [78] echo Parker et al.'s assumptions to the dot. Thus, it becomes even more pertinent to explore the role the cognitive functions of QE have in various behaviours and their evolutionary trajectories.

6. Evolutionary analysis of sperm competition and quantity estimation

Based on the suggested link between SC and QE, possible evolutionary corollaries could be considered. To do so, further elaboration of QE theory is needed. QE is a composite behaviour, comprising quasi-independent building blocks (perceptual or cognitive elements; e.g. temporal cognition) brought together by exaptation [2]. The operation of a building block within a cognitive complex does not negate its own independent, parallel and simultaneous effect. Here lies the source of quasi-independence: amount functionality is tapped by various amount networks and by quantity networks of which they are part. If an animal can process both amount and quantity, then stimuli may activate either amount or quantity networks. However, quantity has amount as one of its constituents; thus, the same amount-network is stimulated, but it supports different tasks. This contingent characteristic of the choice between quantity and amount allows various environmental conditions to determine which cue is used per given task. Such an outline suggests that QE aptitudes (such as relative quantity judgement and counting) are punctuated across phylogeny in a way that defies a linear schematization of its evolution: counting most probably have used the QE aptitudes preceding it, and evolved independently in several lineages. Therefore, the evolutionary processes that had shaped the continuum of QE aptitudes are nonlinear and promote convergence [2].

Data show that males' cognitive aptitude directly affects their mating success [79] and that females can infer such aptitudes via behavioural or morphological proxies [80]. Some studies document a direct association between learning and plasticity of sperm traits in SC context [81,82]. A ubiquitous observation in the study of animal behaviour is that individuals differ in cognitive performance. These lines of evidence suggest a viable link between individuals' cognitive capacity and their mating success, thereby exposing their cognitive system to selection, be it directly or indirectly.

Parker et al. argue that males who can accurately assess the number of their competitors use sperm more efficiently than those who cannot. Cognition's role in SC via QE suggests that cognitive traits can be selected [83]. Changes in sperm traits can translate into competitive ability [22,84,85] and sperm competitiveness can become heritable [86,87]. If estimation of quantity is males' assessment mechanism, then cognition is the cause of their response to SC and, consequentially, it could be selected. The interwovenness of quantity and amount dictates that cues generated by rival males activate multiple modalities [88] and processing processes. Such multitude could either improve decision-making [89] and facilitate attainment of perfect knowledge if cues are of the same nature (amount or quantity [14]), or it might stymie the estimation process, and favour averaged responses. Under ecological conditions where amount cannot provide reliable information, and/or when the interaction between quantity and amount jeopardizes swift and trustworthy response, a gradual shift from processing amount towards processing quantity is expected. Pertaining to this, a direct association between learning and plasticity of sperm traits in SC has been reported [81], and even argued to be the only probable cause of an increase in sperm expenditure [82]. Finally, given the observation that profound environmental differences predict vastly different selective forces on sperm traits [90], evolutionary advancements should become possible if some individuals collect a multitude of environmental cues [24,72], and if they can contingently alternate between quantity and amount as salient features. Evolutionarily phrased, QE can complexify if individuals exploit their plastic perceptual and cognitive responses in a way that is canalized towards preferring quantity to amount. Note, however, that currently there is no information on mechanisms translating the cognitive process of QE into actual behavioural or physiological SC modifications.

7. Economics of sperm expenditure

QE does not inform males about rivals' quality. Decision-making in sexual competition scenarios requires additional information, such as female availability and status, time of season, etc. Only the combination of all lines of information forges a reliable appraisal of the investment a male should allocate per competition event. Furthermore, sperm production is costly [91], and an ejaculate's competitive value changes during competition [92]. Hence, sperm expenditure is not trivial. It is probable that an economic regulation principle selects which plastic modification is executed in response to SC, such that it would be the one where minimal energy investment is required [93]. A support for this argument comes from meadow voles, where males' preference for the more receptive female was reversed when males had the choice between the more receptive females accompanied by 0 or 1 males compared with the less receptive females accompanied by five males. Here, the number of males was a cue overriding the chemical signal of female receptiveness [94].

8. Future research

The methodology in the studies reported here has been QE-unaware, hence lacking crucial controls required to consolidate quantity's role in SCI. This leaves the issue of alternative hypotheses to the QE argument open until future studies design methods to incorporate QE data and theories. Numerous ways could assist in achieving this goal.

(a). Design modifications

  • — It is only the number of males that need be manipulated in future experiments, and done so only in the presence of a single female, in order to eliminate the effect of female availability. Additionally, it has to be the same male who is presented with the choice alternatives, since only the individual level is important, and thus individual differences in performance are crucial.

  • — Future designs should present graded multi-player scenarios, in which both absolute numbers as well as a wide range of ratios are examined, and subjects are forced to perform a comparison (as in [20,75]). Figure 1 graphically depicts the predictions of SC models in terms of QE. From 0 to 1 rivals, the situation is SCR, which is limitedly informative concerning QE. As the number of rivals exceeds 1, SCI can be assessed by either amount or quantity. If males estimate quantity (and conform to SC models' predictions), then we expect a decreasing linear relationship between the number of rivals and energy expenditure towards sperm traits or sexual behaviour. If males process amount, then the relationship is nonlinear, and depends on the nature of the amount cue used (figure 1 uses an arbitrary relationship, illustrating nonlinearity). Future work should be designed to generate data that could be inserted into graphs such as figure 1.

  • — Current designs boast a substantial variance in choice of observed traits, leading to non-unitary outcomes within and between species [17,26,29,45,93,95]. Future studies should establish a cohesion and standardization (enough to allow comparative studies), and observe a wide range of variables (as in [96]).

Figure 1.

Figure 1.

The relation between number of rival males and energy expenditure towards sperm traits as predicted by SC models.

(b). Choice of animal models

  • — Hermaphrodites. Males are a minority in hermaphrodites, thus exposed to relaxed SC [97], yet theory still predicts sex allocation to respond to the actual number of rivals [98]. In simultaneous hermaphrodites, competitors are also potential partners, and therefore competition may occur between related and/or unrelated sperm [99]. In outcrossing simultaneous hermaphrodites, sex allocation depends on mating group size K + 1, where K is the number of different sperm donors [100]. When K = 1 (i.e. a single, self-fertilizing individual), there is local SC and an individual should invest minimally in sex allocation [16]. When K > 1, things get complicated. If K = 2, the effective mating group size depends on mating type: under cross-fertilization, mating group size is one and the optimal investment in sperm depends on the number of eggs of the partner. If both self- and cross-fertilizations occur, mating group size will be two, as sperm from both male functions compete for the fertilization of one's ova. With more individuals, competition scenarios complexify further [16]. While there is considerable amount of data on hermaphrodite sex allocation, investigating more closely the SC aspect, with an emphasis on the QE issue, should provide interesting observations.

    An intriguing case is protandric-simultaneous hermaphrodites, where individuals reproduce first as males and later as simultaneous hermaphrodites [18,32]. Here there are two profoundly different QE phases, since in the first QE is performed by a male and in the second by a hermaphrodite. Exposing the same individual under these two phases to different number of rivals could provide precious data.

  • — Spermatophore depositing species. Spermatophores are interesting for QE because they are sperm encapsulated into discrete entities that can thus serve as a quantity cue. Spermatophores are used by both internal and external fertilizers, and for QE the question is whether rival males can detect them. If spermatophores are deposited internally, detection requires probing the female reproductive tract, thus making it, most likely, an amount cue. If spermatophores are deposited externally, then they can serve as a discrete quantity cue, facilitating counting. Additionally, spermatophore production time varies drastically across species and taxa, and can be remarkably swift [101], extremely slow [102] or impeding on remating interval [103]. Furthermore, there are data tying SC to spermatophore traits [42,104]. In several species, once a spermatophore is fully formed, males are committed to a fixed ejaculate expenditure [30]. This leads to several questions: When do these males form the decision leading to spermetophoregenesis? What is the quantity stimulus to which they respond, and what is the lag between formation and deposition? Will there be a deposition if there has been a change in the assessment of SCR/I in the interim between genesis and copula? Answering those questions could provide data discerning the role amount and quantity play in the estimation process, and might support the argument that QE is guiding the physiological changes in response to SC.

  • — Diapause. Multivoltine insects can have diapause larval development under harsh conditions, forcing differential energy allocation to hibernation and subsequent development. Consequently, individuals of different generations are expected to differ substantially in many traits, including spermatogenesis [65]. Comparing males of different diapause generations could elucidate the role of environmental amount/quantity cues on adults' SC performance.

9. Conclusion

Cognition can affect behaviour and physiology in a complex web of ecological and evolutionary parameters. Through this prism, I argue that males' response to SC is driven by their cognitive ability to gauge the magnitude of their competition. Thus, QE has improved males' sexual competitiveness and, reciprocally, SC has contributed to the complexification of QE. This discussion strengthens current models of sperm expenditure by highlighting the cognitive components shaping it. It also suggests that an evolutionary analysis of cognition within ecological and behavioural contexts may consolidate theories concerning phylogenetic complexification of cognitive systems.

Acknowledgements

I thank Eva Jablonka, Christine Schwab, Rachael Brown, Aida Gómez Robles, Jan Verpooten and the anonymous reviewers for commenting on earlier drafts.

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