The 12/88 bimodal distribution in enterprise agentic AI ROI realisation (Stanford DEL 2026 + cross-validated by Gartner, McKinsey, CMU) is a governance-discipline outcome, not a model-capability outcome. The 12% instrument the six GAUGE dimensions on a 90-day review rhythm; the 88% treat governance as a deliverable to the audit committee. Capability gap (CMU's 30.3% best-in-class task completion) constrains what is possible, not what separates the 12% from the 88%.

Signature piece framing. 60-day review cadence. Watches: (1) a frontier-model generation collapsing the 88%/12% gap without governance change, (2) cross-enterprise studies showing dimensional scoring models don't predict deployment outcomes, (3) regulatory frameworks evolving to score deployment quality beyond risk-tier classification.