Hybrid incompatibility is a phenomenon in plants and animals, wherein most offspring produced by the mating of two different species are not viable or are unable to reproduce. Examples of hybrids include mules and ligers from the animal world, and subspecies of the Asian rice crop Oryza sativa from the plant world. Multiple models have been developed to explain this phenomenon. Recent research suggests that the source of this incompatibility is largely genetic, as combinations of genes and alleles prove lethal to the hybrid organism. Incompatibility is not solely influenced by genetics, however, and can be affected by environmental factors such as temperature. The genetic underpinnings of hybrid incompatibility may provide insight into factors responsible for evolutionary divergence between species.
Background
Hybrid incompatibility occurs when the offspring of two closely related species are not viable or suffer from infertility. Charles Darwin posited that hybrid incompatibility is not a product of natural selection, stating that the phenomenon is an outcome of the hybridizing species diverging, rather than something that is directly acted upon by selective pressures. The underlying causes of the incompatibility can be varied: earlier research focused on things like changes in ploidy in plants. More recent research has taken advantage of improved molecular techniques and has focused on the effects of genes and alleles in the hybrid and its parents.
The first major breakthrough in the genetic basis of hybrid incompatibility is the Dobzhansky-Muller model, a combination of findings by Theodosius Dobzhansky and Joseph Muller between 1937 and 1942. The model provides an explanation as to why a negative fitness effect like hybrid incompatibility is not selected against. By hypothesizing that the incompatibility arose from alterations at two or more loci, rather than one, the incompatible alleles are in one hybrid individual for the first time rather than throughout the population - thus, hybrids that are infertile can develop while the parent populations remain viable. The negative fitness effects of infertility are not present in the original population. In this way, hybrid infertility contributes in some part to speciation by ensuring that gene flow between diverging species remains limited. Further analysis of the issue has supported this model, although it does not include conspecific genic interactions, an potential factor that more recent research has begun to look in to.
Gene identification
Decades after the research of Dobzhansky and Muller, the specifics of hybrid incompatibility were explored by Jerry Coyne and H. Allen Orr. Using introgression techniques to analyze the fertility in Drosophila hybrid and non-hybrid offspring, specific genes that contribute to sterility were identified; a study by Chung-I Wu which expanded on Coyne and Orr's work found that the hybrids of two Drosophila species were made sterile by the interaction of around 100 genes. These studies widened the scope of the Dobzhansky-Muller model, who thought it likely that more than two genes would be responsible. The ubiquity of Drosophila as a model organism has allowed many of the sterility genes to be sequenced in the years since Wu's study.
Modern directions
With modern molecular techniques, researchers have been able to more accurately identify the underlying genetic causes of hybrid incompatibility. This has led to both the development of expansions to the Dobzhansky-Muller model. Recent research has also explored the possibility of external influences on sterility as well.
The "snowball effect"
An extension of the Dobzhansky-Muller model is the "snowball effect"; an accumulation of incompatible loci due to increased species divergence. Since the model posits that sterility is due to negative allelic interaction between the hybridizing species, as species become more diverged it follows that more negative interactions should develop. The snowball effect states that the number of these incompatibilities will increase exponentially over the time of divergence, particularly when more than two loci contribute to the incompatibility. This concept has been exhibited in tests with the flowering plant genus Solanum, with the findings supporting the genetic underpinnings of Dobzhansky-Muller:
"Overall, our results indicate that the accumulation of sterility loci follows a different trajectory from the accumulation of loci for other quantitative species differences, consistent with the unique genetic basis expected to underpin species reproductive isolating barriers....In doing so, we uncover direct empirical support for the Dobzhansky-Muller model of hybrid incompatibility, and the snowball prediction in particular."
Environmental influences
Though the primary causes of hybrid incompatibility appear to be genetic, external factors may play a role as well. Studies focused primarily on model plants have found that the viability of hybrids can be dependent on environmental influence. Several studies on rice and Arabidopsis species identify temperature as an important factor in hybrid viability; generally, low temperatures seem to cause negative hybrid symptoms to be expressed while high temperatures suppress them, although one rice study found the opposite to be true. There has also been evidence in an Arabidopsis species that in poor environmental conditions, hybrids did not express negative symptoms and are viable with other populations. When environmental conditions return to normal, however, the negative symptoms are expressed and the hybrids are once again incompatible with other populations.
Lynch-Force model
Though a multitude of evidence supports the Dobzhansky-Muller model of hybrid sterility and speciation, this does not rule out the possibility that other situations besides the inviable combination of benign genes can lead to hybrid incompatibility. One such situation is incompatibility by way of gene duplication, or the Lynch and Force model. When gene duplication occurs, there is a possibility that a redundant gene can be rendered non-functional over time by mutations. From Lynch and Force's paper:
"The divergent resolution of genomic redundancies, such that one population loses function from one copy while the second population loses function from a second copy at a different chromosomal location, leads to chromosomal repatterning such that gametes produced by hybrid individuals can be completely lacking in functional genes for a duplicate pair."
This hypothesis is relatively recent compared to Dobzhansky-Muller, but has support as well.
Epigenetic influences
A possible contributor to hybrid incompatibility that fits with the Lynch and Force model better than the Dobzhansky-Muller model is epigenetic inheritance. Epigenetics broadly refers to heritable elements that affect offspring phenotype without adjusting the DNA sequence of the offspring. When a particular allele has been epigenetically modified, it is referred to as an epiallele A study found that an Arabidopsis gene is not expressed because it is a silent epiallele, and when this epiallele is inherited by hybrids in combination with a mutant gene at the same locus, the hybrid is inviable. This fits with the Lynch and Force model because the heritable epiallele, ordinarily not an issue in non-hybrid populations with non-epiallele copies of the gene, becomes problematic when it is the only copy of the gene in the hybrid population.
