Curious since I genuinely don't know- Did Tesla offer ESAs immediately in 2012 when the S was introduced- or did they wait a couple of years to get reliability data first?
First Model S was delivered on 6/8/2012 (just a show, it's more like a test production for VIPs, not real mass production).
Model S ESA has been official as of January 2013.
First Model X was delivered on 12/18/2015 (just a show, it's more like a test production for VIPs to impress investors on the timeline, not a real mass production either).
First Model X order opened to the general public on 4/12/2016.
Model X ESA has been officially sold as of 2/15/2017.
So, for the S, it's about 6 months after the first test production.
For the X, it's about 13 months after the first test production and only about 8 months after the general public order was open.
Fast forward to the 3, the first 30 deliveries to employees were on 7/28/2017.
First Model 3 order opened to the general public on 7/10/2018.
So for the Model 3, ESA has been absent for more than 2 years from the first delivery and about 16 months after the general public could access the design studio.
Tesla has a record of increasing prices any time it wants so if it thinks it sells ESA at a loss, it can always increase the price and it actually did.
The long absence of Model 3 ESA tells a different story. It sounds they want to get out of the ESA business.