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?

Global GPU demand is probably the strongest narrative for decentralized compute networks today. 

These same networks will also be well positioned to offer verifiable compute down the line, which will be necessary as models like Sora improve.