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?

Infrastructure networks trend towards consolidation and centralization (AWS, ISPs, cellular). DePIN networks have:

1) coordination/interoperability between decentralized actors
2) make open/decentralized networks economically competitive

The model and the promise is similar to networks like Ethereum.