TPG also is a backer of Uber cars. Now, no doubt, the Marriott braintrust has had this on their radar for months and has an effective counter strategy, if even necessary. Successful use of the funding though, could make Airbnb a significant issue in lodging choices, especially for the much beloved target audience, whose name will go unmentioned . Better be considerate of your loyalists Marriott, you never know.
Although the entire hour long discussion is a pretty good overview of the hotel field (Hilton and Marriott CEOs interviewed by Carlyle Group founder David Rubenstein) the first ten minutes discusses Airbnb.
Not too much of a current concern, but you have to appreciate and respect Arne Sorenson's open minded awareness.