With the U.S. hotel industry performing well, it is losing some business from the sharing economy, but there isn't a lot of hurt yet. That could come later.
Trivago's new shared-room search reflects the born-again trendiness of hostels -- which are no longer called youth hostels -- and apartment shares. Booking.com and Kayak already have it, and others will add it.
TripAdvisor isn't exactly a wild-eyed daredevil, but the fastest growing category on its Flipkey accommodation site is apartment rentals, a category that flirts with illegality in large, urban markets like New York.
The claim that Airbnb has taken some demand away from major hotel groups is indisputable, but the significance and depth of its long-term impact on the industry is yet to be determined.
A more narrowly tailored request from the Attorney General will strip away some of the fishing expedition elements and focus on the information it does have from the data dive.
It remains to be seen what Booking.com does with its new Villas.com and how heavily it gets promoted, but Booking.com clearly is committed to the vacation rental sector, and will likely make many more moves. HomeAway has to do much more to get its digital act together.