What are the "DePIN" projects that people think are most likely to actually work?

It feels like the category is a new name for something that's been around for a decade (StorJ, various decentralized ubers...) but has never gotten off the ground? So what's the bull case for why it will get off the ground now?

Helium has deals with T-Mobile iirc so as far as DePIN goes it is probably the most promising, though it seems to be marketed as merely an American low-cost option

the milady & /replyguys maxi / “i like our silly little game!” / 2302.io

right but if you're dependent on deals with T-mobile then what's the point of the De part?

Telefonica in Mexico as well. Plus additional international expansion Happening in a few weeks.

Both supply and demand sides are heavily incentivized by their new token $mobile . What happens when token incentivization runs out?

Is there any real working LoraWan project working on Helium?
As a LoraWan integrator I would really want to know it. 
Prices are great, but there is no word about package losses and other relevant info.