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?

Using incentives to bootstrap physical infrastructure e.g. Helium. Projects  trying to do the same in the energy space bootstrapping solar etc.

AI stack very popular atm so definitely opportunities there too.