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?

The most optimum bull case would be increased usage of AI and actual AI solutions replacing and making tasks for SMEs easy

That way the compute side of it from which DePINs gained its recognisation would skyrocket

Secondly as the need of compute will increase, the race for new data will also increase.