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?

My only guess is AI agents

AI agents don't have an identity in the 'real world' so they can't automatically consume services like AWS/GCP 

They can consume services from DePIN though like storage (IPFS/Arweave) or rendering services (Render). So it opens up internet services to those without a human identity

Expanding the onchain economy 🌌
idanlevin.xyz

Agree, but still far away from real useful