Here is my comparison of North-Weingast-Wallis with Fukuyama.

Neither book makes one optimistic about the near-term prospects for seeing liberal democracies emerge out of the “Arab Spring.” Instead, they suggest that sudden revolution from below is not the route to liberal democracy. First, elites must develop institutions that separate power from kinship. These institutions need to include the rule of law. Once the elites have rights that are embedded in law, then attaining liberal democracy is a matter of extending these rights to the rest of society.

Related: A podcast with Daron Acemoglu discussing Why Nations Fail with Russ Roberts.