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?

FOAM: Like Bitcoin all pieces needed for Proof of Location have been around for a decade, but it has taken the time and effort to get novel radio hardware off the ground. 

PoL brings BFT, unspoofable and Fraud Proof location claims to smart contracts so they can connect to the physical world in a verified way