The primitive land plant life cycle featured the production of spores of unimodal size, a condition called homospory. The evolution of bimodal size distributions with small male spores and large female spores, known as heterospory, was an innovation that occurred repeatedly in the history of land plants. The importance of desiccation-resistant spores for colonization of the land is well known, but the adaptive value of heterospory has never been well established. It was an addition to a sexual life cycle that already involved male and female gametes. Its role as a precursor to the evolution of seeds has received much attention, but this is an evolutionary consequence of heterospory that cannot explain the transition from homospory to heterospory (and the lack of evolutionary reversal from heterospory to homospory). Enforced outcrossing of gametophytes has often been mentioned in connection to heterospory, but we review the shortcomings of this argument as an explanation of the selective advantage of heterospory. Few alternative arguments concerning the selective forces favouring heterospory have been proposed, a paucity of attention that is surprising given the importance of this innovation in land plant evolution. In this review we highlight two ideas that may lead us to a better understanding of why heterospory evolved. First, models of optimal resource allocation - an approach that has been used for decades in evolutionary ecology to help understand parental investment and other life-history patterns - suggest that an evolutionary increase in spore size could reach a threshold at which small spores yielding small, sperm-producing gametophytes would return greater fitness per unit of resource investment than would large spores and bisexual gametophytes. With the advent of such microspores, megaspores would evolve under frequency-dependent selection. This argument can account for the appearance of heterospory in the Devonian, when increasingly tall and complex vegetative communities presented competitive conditions that made large spore size advantageous. Second, heterospory is analogous in many ways to anisogamy. Indeed, heterospory is a kind of re-invention of anisogamy within the context of a sporophyte-dominant land plant life cycle. The evolution of anisogamy has been the subject of important theoretical and empirical investigation. Recent work in this area suggests that mate-encounter dynamics set up selective forces that can drive the evolution of anisogamy. We suggest that similar dispersal and mating dynamics could have underlain spore size differentiation. The two approaches offer predictions that are consistent with currently available data but could be tested far more thoroughly. We hope to re-establish attention on this neglected aspect of plant evolutionary biology and suggest some paths for empirical investigation.

Heterospory was a pivotal evolutionary innovation for land plants, but it has never been clear why it evolved. We used the geographic distributions of 114 species of the heterosporous lycophyte Selaginella to explore the functional ecology of microspore and megaspore size, traits that would be correlated with many aspects of a species' regeneration niche. We characterized habitats at a global scale using leaf area index (LAI), a measure of foliage density and thus shading, and net primary productivity (NPP), a measure of growth potential. Microspore size tends to decrease as habitat LAI and NPP increase, a trend that could be related to desiccation resistance or to filtration of wind-borne particles by leaf surfaces. Megaspore size tends to increase among species that inhabit regions of high LAI, but there is an important interaction with NPP. This geographical pattern suggests that larger megaspores provide an establishment advantage in shaded habitats, although in open habitats, where light is less limiting, higher productivity of the environment seems to give an advantage to species with smaller megaspores. These results support previous theoretical arguments that heterospory was originally an adaptation to the increasing height and density of Devonian vegetative canopies that accompanied the diversification of vascular plants with leaves.

Sex allocation in Selaginella provides a phylogenetic touchstone showing how the innovations of fruit and seed investment in the angiosperm life cycle lead to typically female-biased allocations in that lineage. Moreover, the male bias we found in Selaginella requires an evolutionary explanation. The bias was often greater than what would occur from the mere absence of seed and fruit investments, and thus poses a challenge to sex allocation theory. It is possible that differences between microspores and megaspores in their dispersal ecology create selective effects that favour male-biased sexual allocation. This hypothesis remains tentative.

The awn of grasses is a long, conspicuous outgrowth of the floral bracts in a grass spikelet. It is known to impact agricultural yield, but we know little about its broader ecological function, nor the selective forces that lead to its evolution. Grass awns are phenotypically diverse across the extant ~12,000 species of Poaceae. Awns have been lost and gained repeatedly over evolutionary time, between and within lineages, suggesting that they could be under selection and might provide adaptive benefit in some environments. Despite the phylogenetic context, we know of no studies that have tested whether the origin of awns correlates with putative selective forces on their form and function. Presence or absence of awns is not plastic; rather, heritability is high. The awns of grasses often are suggested as adaptations for dispersal, and most experimental work has been aimed at testing this hypothesis. Proposed dispersal functions include soil burial, epizoochory, and aerial orientation. Awns may also protect the seed from drought, herbivores, or fire by helping it become buried in soil. We do not fully understand the fitness or nutrient costs of awn production, but in some species awns function in photosynthesis, providing carbon to the seed. Here we show that awns likely provide an adaptive advantage, but argue that studies on awn function have lacked critical phylogenetic information to demonstrate adaptive convergent evolution, are taxonomically biased, and often lack clear alternative hypotheses.

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Aim Separation of regeneration niches may promote coexistence among closely related plant species, but there is little evidence that regeneration traits affect species ranges at broad geographical scales. We address patterns of co‐occurrence within the genus Selaginella, an ancient lineage of free‐sporing, heterosporous, vascular plants. Specifically, we ask whether differences between species in spore size are associated with the extent of overlap in their geographical ranges, a measure of opportunity for ecological interaction. Taxon Selaginella (Selaginellaceae: Lycopodiales). Methods We used quantile regression to examine the relationship of spore size ratios (pairwise ratios for megaspores and microspores of co‐occurring species) to the area of range overlap and to latitude for a worldwide sample of 112 Selaginella species. Phylogenetically informed tests of statistical significance were used for each percentile relationship examined in the quantile regressions. Results Large pairwise disparities in megaspore sizes were significantly associated with large range overlap. Disparities also tended to be larger at low latitudes. Microspore size differences, in contrast, were unrelated to shared range area or latitude. Main conclusion Megaspore size appears to affect coexistence at a broad regional scale among Selaginella species, in at least some cases. The pattern is consistent with some degree of competitive structuring of size‐related aspects of dispersal and establishment of propagules among some co‐occurring species. Habitat complexity, such as open microsites within otherwise closed and shaded vegetation, seems likely to promote reproductive niche separation and may account for the latitudinal structure in Selaginella spore sizes.