Rani Molla / Recode: Second Measure data: out of all US consumer lodging spending last year, Airbnb made up nearly 20%, up ~30% YoY, eclipsing Hilton and its subsidiaries  —  That means Airbnb now owns about 20 percent of the entire US consumer lodging market.  —  Airbnb has long felt like an existential threat to hotel companies.