The Milgram experiment is the one where researchers told participants to continue shocking other participants with ever increasing voltages. It is a famous experiment that goes to the heart of what it means to be human. It is easily googled for more details.
The intent behind the experiment was to explain the holocaust as many of the defendents in the Nuremburg trials used the 'just following orders' defense. What the experiments illustrated is that the majority of humans are pre-disposed to cede ethical responsibility to a higher authority.
All comments along the lines that 'I am cheating until the devs fix the bug' or 'I am cheating to make the devs fix the bug' are following that line of thought assigning the role of higher authority to the Developers.
All comments along the lines of 'I am cheating because it is not cheating because we all agree it is not cheating' are also following that line of thought assigning the role of higher authority to the 'cloud' or 'them'. Another term being mob psychology.
Milgram does not apply to comments along the lines of I am cheating because I want to win as the individual is fully bearing the ethical burden. The ethical burden ranging from I am speeding because I am still driving safely (small) to I am speeding and I don't care who I kill in the process (large).
I am sure that you are all shocked to hear me say that I am pretty sure I do not cede ethical responsibility to authority easily. The Milgram experiments show I am in the clear minority. They also show why I feel the need to be more vocal on this. I think one of the reasons the cheating has stopped in every game I have attempted to stop it in so far is because I have a strong/overbearing persona. One strong enough to be an authority that enables folks to make the right choice.
The Milgram experiment showed another thing. Pointing out what people are capable of doing to people can be extremely damaging. The Milgram experiments have never been reproduced because of the damaging effect it had on many of the participants who refused to stand up to authority. Recent studies have shown that ethical self-deception is a necessary human survival trait that enhances human performance both individually and in groups.
So, cheating at the caravan game is cheating. There really is no rationalization to justify it. But having cheated at it in the past, cheating at it in the future, or defending the cheating doesn't make you a bad person, it makes you... human.
...just don't do it any more.