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

Building and accelerating 🌌
idanlevin.xyz

Wouldn't it be trivial to give an AI agent access to an AWS account via APIs or username/pwd?

Sure, the human has to set up an account but that's not a large barrier. Heck, if you just give the AI your credit card, it could probably do it for you.

Wrote too many checks for one lifetime. Now a decentralization and blockchain enthusiast. I also like astrophysics/space. 

Those are good counter points for money related tech but I'm not sure I would call AWS lacking in composability for general compute. To be honest, they probably beat crypto by a mile right now for that. 

Not to say that crypto couldn't compete on general compute but I think we still have a long way to go to get there.